Other Services – Financial for CUs | Plansmith | Software and Expertise for Banks and Credit Unions

Other Services

Additional services and features to enhance the Compass program

Training

Training is always included with any new set-up purchase on a BankersGPS, Budget Compass, Budget Compass Plus, or Financial Compass program.

You may find a need for additional training after your set-up training has been completed. Most reasons for this is having new staff come in or enough time has passed that you could benefit from a refresher course.

Please send us an email or give us a call if you’d like more information on:

Personalized New User Coaching
Personalized Refreshed Coaching
Group-based Advanced Coaching
BankersGPS Coaching
Standard Support

Data Tune-Up

The goal for any Compass user is better budgeting, what-if testing, and/or IRR reporting. You are taking a copy of your institution and putting it in Compass so it’s very important to recognize that over time, your institution evolves with new products, new pricing, new GL details and it’s important to make sure Compass is continuously evolving with it!

If you are getting red flags or see a need for better compass detail, please send us an email or give us a call so we can discuss the scope of what a tune-up can do for your Compass model.