Sageworks is now Abrigo.
Sageworks, Banker's Toolbox, and MainStreet Technologies are now Abrigo - giving you a single resource for your enterprise risk management needs. As a customer of Sageworks, you will continue to get the support you've always had, as well as access to new capabilities and expertise.

Managing Growth Safely and Soundly

As financial institutions look to develop strategies for growing their portfolios in the year ahead, a key consideration is how to do so in a safe and sound manner. After all, regulators don’t expect financial institutions to be risk-free; otherwise, they would not be able to make any loans whatsoever. Examiners do, however, expect financial institutions to manage risks effectively “in a manner consistent with safe and sound banking practices.” This whitepaper sets out a triangulated approach to growing safely and soundly by managing credit concentrations.

Download to learn:

  • Key elements for effective credit policy implementation
  • Best practices for concentration monitoring
  • Important considerations for individual account management

Download the Whitepaper