ATTENTION CUSTOMERS
Starting April 4, you will use the Abrigo site or a product-specific URL to access your Sageworks lending, credit risk, and portfolio risk product logins. Please update your bookmarks so you are ready!
Our product support service line and product support email address will continue to function as before. Visit the Contact Us page for contact info.
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  • Is your institution meeting clients’ technology expectations?

    Ultimately, all financial service institutions – large, small, community, national, or alternative lenders – share one common goal: Meet customer expectations. It’s 2019, banking customers’ expectations have shifted toward digital platforms, and community bank leadership is on notice. According to the American Banker Association’s (ABA) 2018 Community Bank CEO Priorities…
  • Survey: 88 percent of people still favor an in-person banking experience

    In late December, CNBC took a peek inside the bank branch of the future. The piece looks at one possibility – a faceless branch, where avatars take the place of tellers. CNBC said in the article, “Community-level banking, particularly from large institutions, will become more cost efficient and less personal.”…
  • At credit unions, focus on customer experience reigns

    Consider your worst customer service experience. Perhaps it began by waiting in a needlessly long line, leaving you aggravated before you reach the front. Then a seemingly simple request to make an exchange devolves into a customer service representative’s dramatic change in demeanor because they, too, have just had enough…
  • Use technology to retain accounting clients

    Let’s face it: business owners need accountants for more than taxes alone.  Many people who start and run businesses lack the financial perspective to be able to look at their financial statements and see potential pitfalls or opportunities for improving performance. And they desire guidance on how to plan for…
  • Establish a strategy for cross-selling your accounting firm's services

    The AICPA estimates that winning a new client costs 11 times more than retaining a current client. One way for accountants to increase firm revenue and deepen client relationships is to offer value-added services to existing clients. Don’t know where to start? Download this checklist to learn how to develop…
  • 7 Ways accountants can “do” thought leadership and content marketing

    Are you a social butterfly? Do you quiver at the thought of leading a breakfast seminar for 100 prospects? Or do you quiver in a bad way – because you’re more comfortable behind a computer screen, answering questions about specific situations clients are facing, or sharing interesting articles through LinkedIn?…
  • How to retain “A” clients

    In an economic climate where so many decisions come down to dollars and cents – particularly for small businesses – it is important for accountants to illustrate your worth. Perhaps surprisingly, then, more often than not, a client’s decision to leave their current CPA or accounting firm comes not from…
  • Industry niches in accounting: 5 Questions to consider

    By Lauren Prosser, Director of ProfitCents Consulting Services, Sageworks In a previous post, we began to explore the three critical questions any firm must answer when crafting an industry niche-driven growth strategy. We first looked at a 7-step approach for identifying key industry trends and changes defining the industry environment…
  • CPAs are top compliance resources

    As regulations have increased, businesses are less confident in their ability to manage compliance, a top executive with ADP’s small business services unit said recently. For CPAs, that can mean an opportunity to deepen client relationships and provide additional services related to tracking and meeting various regulations.  Certified Public Accountants…
  • 12 Metrics CPA firms should track

    Lauren Prosser, Director of Professional Services, Sageworks Inc., wrote a recent guest column for AICPA discussing the key metrics firms should measure to operate at its highest efficiency.    The Defining Dozen: 12 Metrics CPA Firms Should Track This time of year, CPA firms are thinking and planning ahead for their…