Wealthbox Rolls Out Early Access to AI Tools for Financial Advisors
Wealthbox, the highest-rated CRM software for financial advisors, today announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of…
Turnstile Raises $29M for AI-Driven Quote-to-Cash Platform
Turnstile Raises $29M for AI-Driven Quote-to-Cash Platform
New platform delivers enterprise-grade revenue automation without the complexity Turnstile today launched its quote-to-cash platform for sales-led startups with $29 million...
Rubrik Promotes Jesse Green to Chief Revenue Officer
Rubrik Promotes Jesse Green to Chief Revenue Officer
Rubrik, the Security and AI Operations Company, today announced the promotion of Jesse Green to Chief Revenue Officer. Green, who...
CloseMate Leads a New Era of Artificial Intelligence
CloseMate Leads a New Era of Artificial Intelligence
CloseMate today opened early access for the world’s first Fully Autonomous CRM powered by AGI-grade logic, introducing a shift from Software...
Highspot Launches New Agentic AI
Highspot Launches New Agentic AI
Winter Product Launch ‘26 delivers Deal Intelligence, powered by Deal Agent, to guide sellers with real-time insights and next-best actions...
