Financial Services

Planhat’s flexible health score synthesizes all customer insights into one simple number instead of multiple metrics spread across systems.”

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Planhat has really helped the onboarding team know when to activate certain steps, and which emails to send. For example, Planhat's automated alerts help us notice depreciating NRR and act in a timely manner.”