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.

Transforming “lenders” into “bankers and advisors”: Developing the entire relationship

Posted by Sageworks

During a recent Sageworks webinar, Nick Miller, president of Clarity Advantage shared best practices to transform lenders into advisors to their business clients.

During the webinar Miller discussed that business borrowers want a full banker relationship, not just lenders. When business owners seek funding, they also want to form a relationship with their banker who will help them navigate bank resources, explain the bank’s view of credit, and help them get loans approved.

Simultaneously, bank management are increasingly seeking non-interest income to diversify and stabilize the institution’s income stream.  By Transforming “lenders” into “advisors”, banker can increase customer satisfaction and profitability for the institution.

During the webinar, Miller covered:

  • Top obstacles to relationship building
  • 6 Steps to transform lenders into advisors
  • The role bank executives play in transforming their lenders
  • Critical strategy and leadership questions and build an actionable transformation plan

View the full webinar here.

tags: lending, webinars