Generate Advisory Engagements
by quickly analyzing cash flow to find ways to improve a client's business
Win and Retain Clients
through actionable financial insights and a stronger service offering
Streamline Audits & Reviews
with automated expected value calculations and better documentation
with a documented, consistent ALLL
Book Loans Faster
through more efficient processes
Use an Integrated Suite
that improves data flow and accuracy
Prepare for Industry Growth
with a streamlined, thorough business valuation solution
Save Time and Reduce Risk
with an automated workflow that helps comply with best practices
Analyze Banks’ Performance
by more than 1,000 metrics
Evaluate Branches & Markets
using more than 160 demographic variables
Contact Bank Executives
with weekly-updated contact data
Sageworks provides private-company financial information and develops financial analysis and lending solutions. By doing so, we hope to give people information they can understand and use, which helps them make better financial decisions.
Sageworks founded Inmates to Entrepreneurs, a community-outreach program, which assists former inmates in starting their own businesses.
To stay active in the community, Sageworks also supports local organizations like the Food Bank of Central & Eastern North Carolina, which provides food to local partner agencies such as food pantries, shelters and soup kitchens.
At Sageworks, we support the local entrepreneurial environment. If you are starting a business or know a start-up, and you believe the business would benefit from an opportunity to introduce its good or services to our employees, please let us know and we will see if we can help out. Thanks!