Industry leaders trust Planhat to grow their revenue
Industry leaders trust Planhat to grow their revenue
Industry leaders trust Planhat to grow their revenue
Industry leaders trust Planhat to grow their revenue
We're built to power Banking. Insurance. Payments. Financial Exchanges. Asset Management. Financial Services.
We're built to power Banking. Insurance. Payments. Financial Exchanges. Asset Management. Financial Services.
We've spent the last decade working with leading Financial Service providers and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.
We've spent the last decade working with leading Financial Service providers and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.
We've spent the last decade working with leading Financial Service providers and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
“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.”
Howard Rees
Chief Commercial Officer
“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.”
Howard Rees
Chief Commercial Officer
“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.”
Howard Rees
Chief Commercial Officer
“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.”
Howard Rees
Chief Commercial Officer
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
“Planhat enables us to build long-lasting relationships with financial institutions, government and insurers. We use Planhat as the central source to manage and report on customer objectives and making sure they’re on-track with our internal Success Pillars. Since using Planhat, along with other internal processes we’ve reported under 1% churn.”
Chris Harris
SVP of Customer Success
“Planhat enables us to build long-lasting relationships with financial institutions, government and insurers. We use Planhat as the central source to manage and report on customer objectives and making sure they’re on-track with our internal Success Pillars. Since using Planhat, along with other internal processes we’ve reported under 1% churn.”
Chris Harris
SVP of Customer Success
“Planhat enables us to build long-lasting relationships with financial institutions, government and insurers. We use Planhat as the central source to manage and report on customer objectives and making sure they’re on-track with our internal Success Pillars. Since using Planhat, along with other internal processes we’ve reported under 1% churn.”
Chris Harris
SVP of Customer Success
“Planhat enables us to build long-lasting relationships with financial institutions, government and insurers. We use Planhat as the central source to manage and report on customer objectives and making sure they’re on-track with our internal Success Pillars. Since using Planhat, along with other internal processes we’ve reported under 1% churn.”
Chris Harris
SVP of Customer Success
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
“We see Planhat as an indispensable system for our business.”
Mia Almeida
Senior Customer Success Manager
“We see Planhat as an indispensable system for our business.”
Mia Almeida
Senior Customer Success Manager
“We see Planhat as an indispensable system for our business.”
Mia Almeida
Senior Customer Success Manager
“We see Planhat as an indispensable system for our business.”
Mia Almeida
Senior Customer Success Manager
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Our Impact on Financial Services
“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”
Howard Rees
Chief Commercial Officer, Macrobond
Challenge
Macrobond was facing low usage of their platform's ESG insights features and wanted a way of ensuring broad adoption across their economics intelligence offerings.
Solution
Planhat made Macrobond's existing customer data considerably more accessible and actionable than before. Data-driven sequences allow them to deploy engagement campaigns and help users unlock more value by showing them what other, similar users do.
Impact
Since adopting Planhat, Macrobond have achieved a much deeper understanding of their customers, which has helped their team prioritize time better. As a result, they reported 20% lower churn than expected within their first year on the platform.
Unify your ecosystem
Your entire organization, built around your customer.
Our Impact on Financial Services
“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”
Howard Rees
Chief Commercial Officer, Macrobond
Challenge
Macrobond was facing low usage of their platform's ESG insights features and wanted a way of ensuring broad adoption across their economics intelligence offerings.
Solution
Planhat made Macrobond's existing customer data considerably more accessible and actionable than before. Data-driven sequences allow them to deploy engagement campaigns and help users unlock more value by showing them what other, similar users do.
Impact
Since adopting Planhat, Macrobond have achieved a much deeper understanding of their customers, which has helped their team prioritize time better. As a result, they reported 20% lower churn than expected within their first year on the platform.
Unify your ecosystem
Your entire organization, built around your customer.
Thought-leading customer-centric content, direct to your inbox every month.
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Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB