For over 35 years, we have been providing financial institutions with software
tailored to meet their budgeting and interest rate risk management needs. Using an innovative
budget modeling technique, Craig Hartman, President and CEO of Plansmith, was the first in the
country to introduce simulation models to the banking industry.
Since that time, technological advances within the banking industry have fostered a high level
of detail and complexity in the budgeting process. We, on the other hand, have continued to
leverage state-of-the-art technology to develop easy-to-use, insightful and highly efficient
software and planning products.
Our innovative leadership position is cultivated through our guiding principles: a passion to
reduce planning complexity coupled with our dedication to deliver highly personalized client
support. Over the years, thousands of community banks, credit unions and thrifts have benefited
from our expertise in budgeting, risk management and profit planning.
For more information about the products and services we offer and how they can help you improve
your bank’s performance, please visit our Products page or call us at 1.800.323.3281.
Data: Is More Better . . . Or is it Simply More?
Article authored by Craig Hartman, President and CEO of Plansmith
Bank Accounting & Finance
