Learn Where to Compete and How to Win with Market Intelligence from Plansmith
You Don’t Have to Guess What Your Market Wants
Just because you don’t have a large budget or research department doesn’t mean you can’t get useful data on your market.
Get Real Insight
Into Your Market
Increase
Client Engagement
Offer the Perfect Products/Services
Make Confident
Strategic Decisions
Don’t Let the Fear of Making the Wrong Choice Prevent You From Taking Action
We get it. It’s difficult to create a proactive strategic plan without up-to-date, actionable intelligence. Doing nothing isn’t an option, but making the wrong strategic decision could cost your organization. We’ve seen firsthand how a lack of market data can limit the success of financial institutions.
Our Expert Strategic Advisors have guided more than three hundred financial institutions over the past 20 years to get the market intelligence they need to make better strategic decisions and grow their market share.
Plansmith’s Proven Approach Will Help You Discover the Best Way to Position Yourself in a Local Market
– Perform a High Level Market Review
– Identify Market Potential
– Assess Existing Strategies
– Set New Strategic Initiatives
– Build Branch Level Strategies
– Grow in Your Market
Our Strategic Advisors Take the Guesswork Out of Market Planning
As financial professionals, we understand how hard it is to know what kind of market potential exists and what products and services they want. We’re here to help you:
Identify the Right Products to Offer
Determine Where to Open Branches
Build Branch-Level Strategic Initiatives
Join Thousands of Community Banks and Credit Unions Who Trust Plansmith to Help them Plan, Budget, Mitigate Risk, and Execute for Success
Getting a Better Understanding of Your Market is Easy!
Getting a Better Understanding of Your Market is Easy!
Gain Real Intelligence to Proactively Compete in Your Market
Make Confident Strategic Decisions and Grow Your Market Share
Hear What Some Of Our Clients Are Saying About Working With Plansmith
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Don’t Let a Lack of Market Intelligence Keep You From Being Competitive
Not knowing your real market opportunities and what your customers want could result in:
Offering the Wrong Products/Services
Wasted Resources on Ineffective Efforts
Declining Market Share
Get in Touch with a Strategic Advisor Today and Become the Proactive Market Leader Your Financial Institution Needs to Sustainably Grow
Make Sure Your Organization Stays Ahead of the Market
To stay relevant within your market, you need to know what your market wants and create a plan that meets those needs. But what if you don’t have the resources, tools, or time to analyze your local market? You are left reacting to what competitors are doing instead of proactively creating winning strategies.
You shouldn’t have to guess what your market wants.
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We understand how difficult it is to create a proactive strategy without up-to-date information on your market. Making the wrong decision because you didn’t have the right information will cost you time, money, and clients. Our expert advisors have guided more than three hundred banks and credit unions over the past 45 years get actionable, local market intelligence to create successful strategies and outgrow the competition.
Schedule a discovery call today.
In the meantime, Watch This Video to see how you can make better decisions and grow market share by using Market Intelligence from Plansmith. Don’t waste your efforts on ineffective marketing strategies or offer the wrong products and services. Get actionable market intelligence and develop strategies to take the guesswork out of market planning.
Get Your Complimentary Strategy Profile
Don’t miss out on opportunities for your organization to grow and serve more clients. Find out how much you could accomplish with a free Strategic Opportunity Score from Plansmith
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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