8 Revenue Forecasting Lessons, According to Loki

Should you hire the God of Mischief as your next CFO? As a CFO, I’ve found eight honest-to-goodness financial forecasting insights reflected in Marvel Studios’ Loki, a six-episode series currently streaming on Disney+.  What does Loki have to do with the reasons we built an integrated system for CFOs like...

Sales Forecasting for the Financial Services Industry

Account planning is something all sales executives in the financial services industry dread. Forecasting a revenue outlook for your portfolio of clients, whether it’s a large multinational corporation or an individual person, can be a challenging process.  A robust account plan will help a sales team fully understand the upcoming...