About Us - Contact Us - Plansmith Corporation

Why choose Plansmith?

For over 45 years, we have focused on creating intuitive software solutions for busy community bankers. We also provide ongoing education to turn complex issues into information you can use.

A Unique Approach

We believe that a forward-looking view is the most effective approach to planning. Using this approach, the information you need to make well-informed business decisions is readily available at your fingertips, when and where you need it.

Innovative Tools

We are constantly updating our tools to ensure you have a simple way to prepare for the future. Our software is equipped with standard features like automatic forecasts, unlimited 'what-ifs' with instant feedback, easily modifiable assumptions, and graphical visualizations for clearer communication and understanding. Each of these is included to help you stay ahead of the curve and to provide a quick and easy method for creating budgets, managing risks, and planning for a better tomorrow.

On-Going Education

In an effort to keep you up-to-date with the latest Regulatory and industry-related issues, we also offer dozens of educational webinars each year. These presentations (most of which are free) are thoroughly researched and then presented by our staff - which includes over a dozen former community bankers, a former senior FDIC examiner, and a former examiner with the NCUA.

Personalized Service

Software and education aside, some bankers choose us when they are unhappy with the service they are receiving through another provider. These bankers expect - and deserve - personalized service, training, and product support.
At Plansmith, we value each client and are committed to doing everything we can to make your life easier. To name just a few ways that we accomplish this, our personalized service approach includes custom coaching programs, unlimited support, and a live person answering our phones, not an automated voicemail system! Our goal is to answer your questions while you're on the phone so you can quickly get back to your day.
To learn more about Plansmith and to discuss ways we can help you build a better tomorrow, please contact us.
Thank you for all you have done for the bank. You have truly made my job much easier. It is a pleasure working with you.
Louisiana – Client Since 2012
We have strategically positioned our bank for the future and are now seeing the positive results...Plansmith tools helped us get there!
Utah – Client Since 2010
In all of my years in the banking industry, I have used every budgeting and Asset Liability Management tool available. Without a doubt, Plansmith’s Financial Compass is the best and easiest to use.
Illinois – Client Since 1994
One word describes your support team... Outstanding! No wait - two words describe your team... Absolutely Outstanding! I have had the pleasure of working with several members of the Support team and I cannot say enough positive things about them. They are very responsive and always very helpful. Even the people you have answer the telephone are consistently trying to meet my needs. Thank you very much!
Wisconsin – Client Since 2008
I really appreciate the work you have done and the transparency of the underlying work product. It is VERY helpful and educational. Your tagline states, "Simplifying Complexity"; I do believe that is the case!
Kentucky – Client Since 2014
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How to reach us

By Phone

Toll Free: 1-800-323-3281
Local: 1-847-359-4045
Fax: 1-847-705-8200

By Postal Mail

1827 Walden Office Square - Suite 350
Schaumburg, IL 60173