Manage Risk
Take Control of Your Examinations
Examiners want more. More analyses, more scenarios, more stress testing of liquidity, contingency funding, capital, credit and interest rate risk. Are you ready? We can help.
Rolling Forecasts
Be Alert to What's Ahead
If your world is static, then a static forecast is enough. However, in a dynamic environment, rolling forecasts provide the insight and flexibility you need to manage future risks and adapt to changing conditions.
Budgeting
Your Guide to Action & Expense Control
Creating a budget is necessary but time consuming. Our financial modeling software saves you time and ensures accuracy. Easily make revisions as you close in on your annual goal. Click a button to track budget variances and prepare board reports.
Peer Analysis
How Does Your Bank Stack Up?
Compare performance with any competitor or peer group you choose. Is part of your strategy to merge with another bank? Merge banks, develop a plan and evaluate the benefits with BankersGPS - a system so easy to use, it is available on iPad!
Reporting
Bring New Meaning to the Numbers
Good decisions are impossible without a solid understanding of the situation. Our dashboard capabilities and concise reports provide clarity and bring new meaning to the numbers.
Over 1,500 banks use Plansmith's tools to meet their budgeting, forecasting, and risk management needs.
Meeting regulatory requirements does not need to be complicated, time consuming, or costly. To learn more about us, please watch this short video.
Questions? Click here to send us an email or give us a call at 1-800-323-3281.
Testimonials
$100 million bank - Kansas
“Regarding Plansmith’s Financial Compass software, there are only two areas that anyone needs to consider: one the software; and two, the support. Compass itself is dynamic, easy to use, and will satisfy both the small and very large banks’ needs for reporting, projecting, and what-if’s. The expert...
Plansmith Client Since 2004