Technology and Innovation
News
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....
News
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...
News
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...
News
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....
News
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...
News
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...
Investment and Budget Allocation
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,...
Customer Success
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...

