Software for Banks and Credit Unions Who Want to Easily Build, Track, and Execute a Winning Strategy
The Ideal Software for Banks and Credit Unions Who Want to Improve Strategic Planning Processes
Guided Tools to Simplify Collaboration
Quickly Adapt to New/Lost Opportunities
Know Your Market to Build a Solid Strategy
Measure Progress and Foster Accountability
70% of Strategic Plans are never completed because most organizations don’t have the right tools to create an effective plan.
Where is your strategic plan?
StrategyGPS is a Cloud Based Software Solution Designed to Keep Your Team on Track
Collaborate
Don’t wait until the planning meeting to get started.
Collaborate to build your plan in StrategyGPS, finalize it during the session, and quickly and easily share ideas and status updates as you execute the plan.
Execute
Whether you’re building a full strategic plan, market plan, or any other strategy; our system is built to help you drive execution on your objectives.
Analyze
Identify key growth areas based on market demographics, competitive metrics, and existing branch locations.
Evaluate the market potential for new products, services and delivery channels.
Stay on Track
Stay focused on execution with a living strategic playbook.
One-Click Access to update individual playbook, automate reminders, and update status in real time.
Foster Accountability and keep your team engaged.
Quickly Adapt
Numerous Action/Alert/Monitoring Tools in place to ensure one simple task does not disrupt the entire flow
Reprioritize objectives, modify initiatives, or add secondary goals quickly and easily.
Our clients love using StrategyGPS to move their plan off a spreadsheet and into action
Before we started using StrategyGPS, we managed our strategic plan with a spreadsheet. We had difficulty executing our plan and reporting progress to the board. Now, StrategyGPS is the tool by which we drive execution. It has made it much easier, not just in the initial development of the plan, but also in the follow-up, execution, and reporting to the board. It has made us so much more effective.
Ready to Build, Execute, and Track Your Winning Strategy?
Getting Started is Easy!
Receive a Personalized Demo
Start Using StrategyGPS
Execute Your Strategic Initiatives
Get Your Complimentary Strategic 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 Profile from Plansmith
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