19 mar. 2026

Planacy Partner Summit 2026

Yesterday, it was finally time for the Planacy Partner Summit 2026. Read more about this year’s award winners below.

Planacy Partner Summit 2026

Yesterday, it was finally time for Planacy’s Partner Summit 2026. Just like last year, the event was held at Miss Clara Hotel. Throughout the afternoon and evening, we presented several exciting Planacy updates, discussed our report The State of Corporate Financial Planning, and celebrated our shared successes, as well as those partners who stood out during 2025. This year, we presented awards for Customer Deal of the Year, Growth Partner, Partner Consultant, and last but not least – Partner of the Year. Below, you will find this year’s winners along with the respective motivations.

"Our partners play a crucial role in Planacy’s development. Together, we drive the shift towards more data-driven financial planning and help organisations make smarter decisions. Over the past year, we have continued to grow in the Swedish market, and we would like to extend a big thank you to all partners who are part of our journey."

Erik Gidlund

CEO at Planacy

Award Winners of the Year

Customer Deal of the Year 2025 – Håkan Hellmér, Exsitec

Winning large – and many – deals requires knowledge, dedication, and the ability to manage relationships effectively. The recipient of this year’s Customer Deal of the Year award has demonstrated these qualities time and time again, having sold Planacy for more than 10 years. This year’s Customer Deal of the Year goes to Exsitec and Håkan Hellmér!

Customer deal
Growth Partner

Growth Partner of the Year 2025 – Climber

Growth is a key priority for any company – including both us and this partner. With strong expertise in financial planning and data management, this partner has expanded its customer base and recurring revenue every year since becoming a Planacy partner in 2020. You could say they have continued to climb higher and higher. The 2025 award goes to the partner with the highest percentage growth through new sales – Growth Partner of the Year is Climber!

Partner Consultant of the Year 2025 - Planacy Delivery Team, Exsitec

This year’s Partner Consultant of the Year award is a bit different. One of the most important factors in successfully supporting Planacy’s customers is the ability to onboard and develop new talent – both by hiring individuals new to the field and by bringing in those with prior FP&A experience. This is something this partner has excelled at more than anyone else, and they have built a large and highly skilled team as a result. With that, this year’s Partner Consultant of the Year award goes to the Planacy Delivery Team at Exsitec!
 
 
 

Partner consultant of the year
Partner of the year

Partner of the Year 2025 - Business Vision 

To become Partner of the Year requires something extra. Of course, it means demonstrating strong sales performance, having satisfied customers, and making a clear commitment to Planacy. But it is also about genuinely contributing to helping customers plan their businesses more effectively through expertise and best practices. This year’s award marks a first for this partner as Partner of the Year and is well deserved after successfully delivering several major clients in recent years, as well as investing further by hiring additional expertise.This year’s Partner of the Year goes to Business Vision!

A big thank you to all our partners for everything we achieved together in 2025! In 2026, we will continue to further develop the product while strengthening Planacy’s position in the market.
 
 

 

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