Coaching


Our team of experienced professionals has been providing coaching services to financial institutions for nearly 40 years. They possess a wide range of expertise and hands-on experience in the banking industry and can provide you with any of these services:
 

Risk Coaching

Want to cut through the complexity of risk analytics? Want to communicate more confidently with your ALCO, Board and examiners?  Our coaching professionals have extensive experience working with banks to help explain and manage risks.

Our risk professionals can:

  • Provide a diagnostic review of your underlying assumptions
  • Help you refine the assumptions and report the implications of the results
  • Assist you in developing stress tested scenarios for IRR, Liquidity, Contingency Funding, Loan Quality Projections, and Capital Planning, in response to new compliance expectations
  • Help you build clear and concise presentations that effectively communicate your bank's risks and your plan to manage them

 

Examination Support

Our experts will help you take control before, during, and after regulatory risk examinations.

  • As you prepare for your next exam, our specialists can meet with your management team, ALCO, or Board to review your risk profile
  • During your examination, our experts can assist in answering questions and addressing issues as they arise
  • We work with you to address examination findings and establish a plan that satisfies examiners’ requirements

 

To learn more and discuss your bank's specific needs, please contact us at
1-800-323-3281.

Testimonials

$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

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