Case Study: Macrobond Financial reduces churn by 20% with Planhat

How Macrobond reduced churn by 20% with better customer data

Macrobond Financial, a fast-growing SaaS provider of economic intelligence for financial professionals, faced mounting challenges as 20% annual growth strained onboarding and made it hard to get a single view of customer usage. With limited visibility into which customers and roles used key features (for example only 20% were using top-down ESG data), Macrobond turned to Planhat and its customer platform to consolidate and organize customer data and improve prioritization across teams.

Planhat implemented a close, fast rollout to unify data, provide granular usage insights, and surface health scores and visual workflows so CSMs, sales and marketing could act earlier and more effectively. The result: higher product adoption, the ability to scale support while adding 140 new customers in 2021, and a measurable 20% reduction in churn — plus improved team retention thanks to better tooling from Planhat.

Macrobond Financial

Howard Rees

Chief Commercial Officer