Setly
Setly
0-50 Employees
Scale-up
0-50 Employees
Scale-up
Headquarters
Sweden
Headquarters
Sweden
Switched to Planhat
2024
Switched to Planhat
2024
A global tech-enabled financial services company providing comprehensive accounting, payroll, and financial management solutions for businesses operating across multiple countries.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
Planhat for Financial Services
Planhat for Financial Services
Build returns-driven relationships
Build returns-driven relationships
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
“
We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”
Antonius Gress
CEO
“
We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”
Antonius Gress
CEO
“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”
Antonius Gress
CEO
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.