Plansmith Corporation provides software for budgeting and interest risk management to financial institutions.

Finance

Risk & Compliance

Software

Plansmith

Plansmith's headquarters in Schaumburg, IL, United States

Craig Hartman

Mike Bilyeu

Megan Plis

Jenny Mello

James Groark

Ilene Dietz

This department focuses on creating and implementing design solutions and integrating various components to enhance product functionality.

Design and Integration

This department focuses on incorporating artificial intelligence solutions into business processes and systems.

AI Integration

The Customer Support team at Plansmith Corporation is dedicated to assisting clients with their budgeting and interest risk management software needs. Led by the Manager of Customer Success, the team of Client Support Specialists provides personalized guidance, troubleshooting, and technical support to ensure customer satisfaction and effective software utilization.

Customer Support

The Leadership Team at Plansmith Corporation spearheads strategic planning, oversees financial stability, drives software innovation, and expands business development efforts to ensure the company delivers cutting-edge budgeting and interest risk management solutions to financial institutions.

Leadership Team

This department provides strategic guidance and support for effective planning processes.

Plansmith

Org chart

Teams

Design and Integration

AI Integration

Customer Support

Leadership Team

Planning Services

Offices

Plansmith

Org chart

Teams

Design and Integration

AI Integration

Customer Support

Leadership Team

Planning Services

Offices

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