Our customized, one-on-one educational sessions and exceptional Client Support underscore our commitment to helping you develop a successful planning and risk management process.
Coaching
To help you use our products effectively, deepen your planning skills and gain new insights to improve performance, we offer:
- A Personal Coaching program tailored to your bank's goals
- Best practices for forecasting, budgeting and risk management
- An improved view of your bank’s financial position and projected performance
- Custom reporting capabilities to meet the informational needs of your Board, ALCO and regulators
For more detailed information, contact us at 1-800-323-3281.
Client Support
Our Support Specialists are the best in the industry and are genuinely interested in your success. Here are a few things that make our Client Support unique:
- Speak to a live person everytime you call, not an automated voicemail system
- Questions answered while you are on the phone
- Unlimited support
What our clients have to say:
Testimonials
$300 million bank - Massachusetts
“I attended your recent webinar and, as I explained to our CFO, not only was the presentation top notch, but the presenters were very knowledgeable. When the event was opened to questions they took the time to answer all participants and were aware of the current regulatory issues facing banks and ...
Plansmith Client Since 2010
$150 million bank - California
“I have worked with several of the Plansmith products over a period of several years and have found them all to be well designed and user friendly. Of greater importance, I have found both the management and their support team to be responsive, knowledgeable and patient as I grew to understand more...
Plansmith Client Since 2007
$800 million bank - Wisconsin
“One of the key things we get from the Plansmith model is the ability to effectively simulate impacts on the portfolio from interest rate changes. Compass retains information based on the balance sheet, including maturities and rate information, and provides us with a far better modeling tool for pr...
Plansmith Client Since 2002
$1.6 billion bank - Iowa
Software is only as good as the people that support it. I have used several other programs that do one thing really well but fail when anything "outside the box" is attempted. As a multiple branch (50+) Compass user, I have had an outstanding experience with not only the software, but the support s...
Plansmith Client Since 1986
$80 million bank - Tennessee
"Peoples Bank & Trust has been a customer of Plansmith for many years, starting out with Expert Banker and now currently using the Compass model. Through these years, we have been privileged to work with a staff that is knowledgeable, professional and, most of all, patient with our sometimes barrag...
Plansmith Client Since 1993
$900 million bank group - Illinois
"I have used Plansmith’s Compass software for almost nine years and feel that it is a very powerful program. The benefits that it provides to our banks are many, but three immediately come to mind:
1. Compass simplifies our budgeting and forecasting process. There is no need for a number of ext...
Plansmith Client Since 1993
$115 million bank - Florida
“Being a Denovo Bank has its difficulties; but with Plansmith, we have easily overcome many obstacles such as setting up interest rate risk platforms and efficiently producing month end reports. Financial Compass is one of the most user friendly programs we have worked with. At the click of a butto...
Plansmith Client Since 2009
$190 million bank - Ohio
"We recently went through a core processor conversion, and our general ledger layout changed quite a bit. Plansmith worked diligently to write a new DataBridge for our four-branch operation, plus a new automated Holding Company and Eliminations branch. Our Support representative worked diligently to...
Plansmith Client Since 2002
$40 million bank - Minnesota
"I have been involved in asset liability management, interest rate risk management, and budgeting for over thirty years. There have been many companies involved during the past thirty years who have attempted to consolidate the various processes involved in this difficult and extremely important tas...
Plansmith Client Since 2000
$230 million bank - Illinois
"I purchased the Plansmith tool in August 2009. I was extremely happy with the support I received from the Plansmith team during implementation. Not only was the training well done, but the ongoing support for questions in the months following implementation was top notch. The model itself is ver...
Plansmith Client Since 2009
$130 million bank - Kentucky
"I have been in banking for over 27 years, 15 of those as CFO of a community bank. In August 2008 I moved to another community bank. At my previous bank we used the Plansmith Fire A/L management report which was done for us by one of our correspondent banks. However, at [my current bank] we use ...
Plansmith Client Since 2007
$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
$450 million bank - Wisconsin
“One word describes your support team….. Outstanding! No wait - two words describe your team…. Absolutely Outstanding!
I have had the pleasure of working with several members of the Support team and I cannot say enough positive things about them. They are very responsive and always very helpful....
Plansmith Client Since 2008