Wednesday, July 8, 2026

Technology and Innovation

Hightower Names Zocks as Exclusive Artificial Intelligence Partner to Drive Network-Wide Advisory Automation

Zocks, a privacy-centric artificial intelligence platform developed specifically for financial services, and Hightower, a prominent national wealth management institution, announced an exclusive enterprise partnership....

Venn Hires Andy Vallila as Chief Revenue Officer

Venn, the secure remote work company, announced the appointment of Andy Vallila as Chief Revenue Officer. Vallila joins Venn from Omnissa, and will lead...

360insights Announces Strategic Leadership Appointments With Steven Kellam Returning as SVP and Ben Speirs Joining as VP of Finance

360insights, the leader in incentive intelligence and ecosystem orchestration announced two strategic leadership appointments. Steven Kellam returns to 360insights as SVP, Revenue Growth and...

Numero AI Acquires Royu to Accelerate AI-Native Finance Operations Platform

Numero AI has acquired Royu in an undisclosed cash-and-stock deal, combining two AI-first companies focused on transforming enterprise finance operations through agentic AI systems....

Sixwatch Expands Technology and Security Solutions for Finance Sector

Sixwatch, a managed IT and cybersecurity service provider that is focused on financial services, has unveiled a plan to open new offices in high...

Cint Expands AI Customer Operations Through Salesforce Collaboration

Cint is a technology company that develops continuous research and measurement solutions; they have broadened their partnership with Salesforce through investing in Slack, a...

CROFirst Weekly Roundup: Osaic, Envestnet, Mercury, Banzai, Treasury Prime, and Acuity Analytics Drive AI-Powered Financial Innovation

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...

Client Onboarding in 2026: How to Create a Seamless Experience That Accelerates Retention and Revenue

Most companies still think client onboarding starts after the contract gets signed. Wrong starting point. Client onboarding actually starts the moment a buyer asks themselves a...