Client Spotlights

Hear directly from our clients as they discuss personal experiences growing their organizations and navigating challenges using Plansmith’s suite of solutions.

Episode 1:

Richwood Bank

Featuring: Ash Khatib (CFO)

“It’s a very powerful tool but very easy to use… Compliments to Plansmith and their team! “

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Episode 2:

Sun Community Federal Credit Union

Featuring: Kimberly Caldwell (Finance Controller) and Noemi Scott (Budget Analysis)

“We’re through the COVID financial impact so far and really it’s because of Plansmith.”

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Episode 3:

Liberty National Bank

Featuring: Bryan Marshall (EVP & CFO) and Jodi Dearth (Controller)

“Between the interest rate risks and the budgeting and even the financial reporting that we do… it used to be all manual. But now [with Plansmith], it is so much easier and we have so much more faith in the data because it integrates with our core system so well.”

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