Welcome to CROFirst’s Weekly Roundup—your trusted digest on the latest in revenue optimization, investment strategies, sales alignment, customer success, and analytics. This week highlights AI-driven finance automation, enhanced wealth advisory platforms, next-generation marketing intelligence, and innovations designed to simplify compliance and strengthen customer trust.
Strategic Revenue Management
DataDasher & Bento Engine Partner to Boost Data-Driven Advice
DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, announced a new strategic partnership with Bento Engine, a leading fintech known for combining powerful timing insights with multi-format client engagement resources.
Investment and Budget Allocation
ActiveComply Secures Growth Investment from Level Equity and Appoints Asif Alam as CEO
ActiveComply, the leading digital communication compliance management platform for Independent Mortgage Banks, Banks, Credit Unions, and Insurers, announced a strategic investment from growth equity firm Level Equity. This partnership marks a major milestone in ActiveComply’s mission to help financial institutions protect their brands and navigate an increasingly complex regulatory environment. The growth investment comes at a critical time as the federal reserve’s recent rate cuts are expected to accelerate growth in ActiveComply’s core mortgage market.
Technology & Innovation
Synechron Acquires Three Firms, Builds Largest Global ServiceNow Banking Practice
Synechron, a leading global digital transformation consulting firm, announced the formation of a new global ServiceNow business via the acquisitions of RapDev, Calitii and Waivgen. By combining the three firms under one umbrella, Synechron is creating the largest financial services-focused ServiceNow practice globally. The new business will leverage ServiceNow’s market-leading, cloud-based platform to help enterprises transform their workflows and integrate AI into essential aspects of their operations.
Technology & Innovation
PhotonPay Teams Up with Thredd to Enhance Card Infrastructure
PhotonPay , an AI-powered financial infrastructure platform, has entered into a strategic partnership with Thredd , a leading global payments processor, to strengthen the underlying processing architecture for PhotonPay card issuers worldwide.
Customer Success
Channelscaler Reinvents Partner Ecosystems with AI-Powered Automation Platform
Channelscaler is reshaping partner ecosystems with its next-generation Partner Relationship Management (PRM) platform, built to drive measurable outcomes for revenue leaders in the AI era. The announcement comes ahead of the company’s Thought Leadership Forum, “How AI is Defining the Future of Partnering,” on October 2 in Palo Alto.
Performance Metrics & Analytics
Behavox Strengthens AI Capabilities in Financial Services with $42 Million Google Cloud Investment
Behavox, a leading AI company specializing in transforming corporate data into actionable insights, has announced a strategic $42 million investment in Google Cloud infrastructure and services.
⭐ Article of the Week
Decentralized Finance Explained: Opportunities and Risks for Revenue Leaders
Traditional finance can feel slow. Payments take time. Approvals pile up. Manual processes cause mistakes. For revenue teams, that slows everything down. Decentralized finance, or DeFi, works differently. It moves lending, borrowing, and trading to the blockchain. Smart contracts handle the rules automatically. That cuts out middlemen and makes transactions faster and clearer.
