Success Story

“Working with Revelwood was awesome. The hands-on consultants working with us were incredibly responsive. From the get-go, the Revelwood team had a great ability to understand what we needed.”

Vice President of Finance

This financial services firm’s FP&A “secret sauce” is so secret, they didn’t want to share their company name with the competition. But they did want to share their success working with IBM Planning Analytics and Revelwood.


Create one comprehensive forecasting solution for multiple aspects of a financial services firm.


IBM Planning Analytics and Revelwood Lightspeed with custom models for forecasting.


  • Ability to forecast on a weekly basis, with fewer errors
  • More comprehensive and complex forecasting
  • More efficient ad hoc analysis
  • Easier board slide creation
  • Closer relationships with departments outside of Finance