Your Web-Based Solution for Interest Rate Risk, Peer Analysis, and Forecasting
Take Your Community Bank to the Next Level
Call Report
Driven
Web-Based,
No Software to Install
Run Unlimited
“What-If” Stress
Scenarios
See Immediate
Results, Make
Better Decisions
Other products are keeping you from the analysis you need
Limited Software Access
Charge Fees for What-If Scenarios
Don't Offer Relevant Peer Analysis
BankersGPS is the trusted solution for more than 1,000 community banks
Access Anytime, Anywhere with our Web-Based Platform
Automatically updated quarterly with Call Report Data
Test Unlimited Scenarios with No Additional Costs
Built by Asset Liability Management Experts
BankersGPS has four unique modules
Forecast
Automate balance sheet and income statement forecasting for the next 3 years. Generate future performance ratios, liquidity/cash flow modeling, sources and uses, and loan stress testing.
Competitive
Create unlimited custom peer groups with
key metrics from any bank in the country. See Best-in-Class performance, loan quality, yield and cost data, and capital comparisons.
Risk
Easily model EVE and NIM at required rate shock levels, time periods, and yield curve shifts. Quickly customize your bank’s assumptions to produce a full IRR report with graphics and narrative that’s easy to understand and explain to Examiners.
Strategy
Everything you need to build, track, and execute a winning strategy.
Ready to see it for yourself?
Schedule a discovery call today to get a personalized demo of BankersGPS
Implement BankersGPS
Compete, Earn, and Grow in the Market
Download Your Free Guide: What Examiners are Looking for Interest Rate Risk Management
Products
Contact
1827 Walden Office Square, Ste. 350
Schaumburg IL 60173
Toll Free: 1.800.323.3281
Local: 1.847.359.4045
Fax: 1.847.705.8200
info@plansmith.com
Account Projections Overview (9:14)
Learn how this screen allows you to model the growth, pricing, income and expense of the Balance Sheet and Income Statement.
Forecasting Overview (13:42)
Forecasting: Applying Manual Edits and Growth Models to the Balance Sheet
https://youtu.be/NrWRbnM65MU
Forecast Editing Tools (11:49)
The Quick Edit feature provides great power with several shortcut and calculation aides
Forecasting Webinar (57:32)
This 57-minute webinar reviews the different types of growth models, how to forecast using these growth models, and methods for forecasting non-interest income and non-interest expense.
Pricing Models Overview (11:20)
Learn how to link Interest Rates to the Yield Curve with spreads, floors & ceilings.
Pricing Models Webinar (1:17:45)
View this 77-minute session to learn about the essential components of pricing models, creating assumptions, and the application of pricing models in rate shock and budgeting.
Prepayment Utility (28:30)
Learn how Compass captures the financial instution’s specific prepayment experience and allows both simple and complex
prepayment modeling at the account or category level.
Rounding Out Your Assumptions Webinar (1:05:49)
View this 65-minute session to learn how Optionality is addressed in Compass through the Put/Call Feature and Prepayment Modeling. Understand the application of Decay and Alternate Discount Rates on Non-maturing Deposits (NMD). Review the input and functionality of Taxes and Dividends within the model.
Best Budgeting Practices (25:50)
This 26-minute webinar reviews best practice techniques for creating your annual budget and locking your budget for the new year.
https://youtu.be/02BH_rAVtN0
Suspend Auto Reforecasting During Budget Approval (10:45)
Learn how to suspend auto
https://youtu.be/Ogyrp_nSMFM
Locking the Budget (6:33)
Learn how to use the Lock Budget feature to transfer the projections into the Budget Tab.
https://youtu.be/13_yuOAYe-8
Year-End Shift (8:21)
This tutorial reviews the process referred to as shifting the database which is necessary to accommodate projected data for a new 12-month period by moving the prior year’s actual data and storing it as history
https://youtu.be/5wqkHnVGELk