Relationship Manager

Learn more about Relationship Manager

How it helps

3 Reasons Bankers Consider a CRM

Making the switch

With the right customer relationship manager, financial institutions can improve customer experience, increase lender productivity, boost portfolio growth and create efficiencies throughout their organization.

Sageworks Relationship Manager for Banks

Can Sageworks Integrate with Salesforce?

Yes. The Sageworks Banking Platform connects with Salesforce through the Sageworks™ Integration product. This saves time on data entry while accessing information through a single login, allowing credit and lending departments at financial institutions to work more efficiently.