Plansmith Blog

Plansmith: Budgeting, Asset Liability Management, CECL & Strategy

Posted by Megan Plis Knapp on 12/12/19 11:33 AM

For almost 50 years, Plansmith has helped financial institutions remove the stress from budgeting and interest rate risk.

As customer preferences and regulatory challenges progress, we create new solutions to complement our core in-house budgeting and IRR solutions.

Are you familiar with all of the ways Plansmith helps financial institutions like yours?

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One Less Thing to Worry About

Posted by Megan Plis Knapp on 10/9/19 4:59 PM

After almost 50 years in the biz, we've learned a thing or two about banking. And since most of our employees have spent time in the industry, we know the heavy hitters that keep bankers up at night.

That's why we designed our business around one specific goal: giving our clients one less thing to worry about.

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We've Walked in Your Shoes

Posted by Megan Plis Knapp on 9/20/19 2:35 PM

Running a successful business, like anything worthwhile in life, is difficult. Of course, the same can be said for operating a bank or credit union.

There's never enough time in a day to get everything done. The amount of work per number of hands to accomplish it isn't equitable. The number of new regulations versus training bandwidth is not even close to on par.

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The Worst Budgeting Advice We've Ever Heard

Posted by Megan Plis Knapp on 8/1/19 8:08 AM

For almost 50 years, Plansmith has helped financial institutions become better organizations through improved planning. In that time, we've heard a lot of industry chatter - much of it a load of, dare we say, bologna.

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The Top 3 Lunch 'n Learns to Review for 2019

Posted by Jennifer Mello on 6/21/19 2:49 PM

It’s halfway through the year and a great time to prepare for what’s to come. I've picked the top 3 Lunch 'n Learns you should review before heading into the 2020 planning season.

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