Case Study: Plannery reduces healthcare professional debt with Method

Plannery - Customer Case Study

Plannery, a digital financial wellness platform for healthcare professionals, faced the challenge of helping its users overcome significant credit card and student loan debt. To build tools for debt consolidation and repayment, they needed a solution that could provide real-time access to consolidated liability data and integrated payment capabilities. They partnered with Method and utilized its Liabilities Data Connect API and Liabilities Payment API to power their platform.

Method provided the API infrastructure that enabled Plannery to create a seamless user experience. This included a financial dashboard for viewing debt, prequalification for offers, and electronic payoff features. As a result, Plannery has consolidated $2 million in debt for over 100 healthcare professionals and built a waitlist of nearly 4,000 users for a new product, demonstrating Method's impact on their growth.

Plannery

Andrew First

CTO and Co-Founder