CROFirst

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, and agentic AI adoption. This week’s developments highlight how CROs are leveraging intelligent platforms, strategic partnerships, and integrated financial ecosystems to improve operational efficiency, strengthen customer engagement, and accelerate scalable revenue growth in 2026.

B2B growth feels harder to pin down than ever, you know? Markets move faster buying committees are bigger, sales cycles stretch longer, and customer expectations keep shifting constantly. Still, a lot of companies are trying to push revenue using disconnected systems and split up teams. Finance forecasts in one place, sales work out of another, and marketing tracks performance through a totally different view of things. And no, it’s not that nobody is working hard.

For decades, the healthcare industry has operated under a massive, structural operational paradox. Multi-billion-dollar health systems have heavily invested in robust, foundational Electronic Health Records (EHR) platforms like Epic to act as their centralized systems of record. Yet, while these monolithic databases excel at clinical documentation and tracking static claim records, they were never natively engineered to withstand the volatile, fast-moving complexity of modern payer environments.

Nordic Capital has revealed its plan to take control of Liberis, one of the top embedded finance platforms, and at the same time commit more funds to Qred, a leading digital bank for small and medium-sized businesses (SMBs) in Europe.

SolomonEdwards, a national professional services firm focused on solving critical business challenges for companies undergoing growth, transformation or compliance-driven events,announced that Larry Kaufman has joined the firm as senior vice president of revenue growth and alliances within its Office of the CFO practice.

Asurion, the global leader in technology care, support, and protection, announced the appointment of Kausik Rajgopal as President, Chief Revenue Officer, effective June 22, 2026. Rajgopal will report directly to Chief Executive Officer Guru Gowrappan and oversee Asurion’s global revenue organization, leading the company’s client and partner growth strategy.

Consulting Solutions, a nationally recognized leader in technology workforce and consulting services, announced the appointment of Robert Ziegler as Chief Revenue Officer (CRO). Ziegler will lead the company’s revenue growth strategy, sales organization, and client expansion initiatives. Ziegler brings significant leadership experience, helping companies strengthen go-to-market discipline, improve commercial operating rigor, and accelerate growth.

Threekit has just introduced the Threekit Sales Agent – It is an enterprise-grade native AI tool that can facilitate the guided selling process by converting unstructured customer inputs like notes photographs line drawings, and RFPs into valid product proposals within seconds.

Deluxe a leading cash and data-driven business solutions provider, has agreed acquisition of Celero Commerce, a major fintech company best known for its payment processing solutions to small and midsize businesses, for $625 million, subject to customary adjustments and seller-related expenses.