Almost daily we at Plansmith are asked "what are your other community bank and credit union clients doing about this and that?" or "how do most of your community bank and credit union clients do blah, blah, blah?" (I’m surprised spell and grammar checker didn’t scold me about that technical term). Frankly, we do hear a lot from our clients, and capture some of it, but with over 30 of us at Plansmith talking to you on a regular basis, it’s hard to coordinate, store and apply all of that useful information.