Plansmith Blog

Client Success Stories: Those Who Inspire Us

Posted by Sue West on 9/14/18 2:04 PM

Too often when we’re asked why we do what we do, we naturally default to talking about ourselves.

The truth is, it’s the people we work with every day that inspire us to do what we do.

Our clients make their own success. Their ambition, discipline, commitment, and transparency bind every person throughout their organization to a common goal. There are so many of these success stories, we wanted to highlight several noted in recent banking publications.

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How is Your Bank Planning for the Millennial Takeover?

Posted by Megan Plis Knapp on 5/2/17 9:31 AM

By 2020, millennials will account for 50% of the global workforce (PWC). And according to Gallup, only 29% of millennials are currently engaged at work.

That puts employers in a tough spot, considering this generation will eventually be charged with leading these organizations. And banks are not immune!

What is your bank doing now to prepare for the inevitable millennial takeover?

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The FMS Forum: A Sneak Peek of My Talk on Millennial Employees

Posted by Megan Plis Knapp on 4/12/17 8:53 AM

Plansmith will be at The FMS Forum in June. We'll be in the marketplace, and I'll be presenting a breakout session!

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