Sageworks Relationship Manager

Avoid the challenge of managing customer and potential-customer relationships through spreadsheets, email logs, calendar invites and other notes. Banks and credit unions use Sageworks Relationship Manager to optimize performance and speed in the lending department. Alongside other Sageworks solutions, Relationship Manager uniquely aggregates all customer information into a 360-degree view of each customer and loan.

With Sageworks Relationship Manager, institutions provide high quality service, manage risky customers and build accurate forecasts.

• 360-degree Customer Profile
• Loan Pipeline & Risk Management
• Efficiency, Consistency & Customization

• Leverage a 360° profile of customers and loans
• High-quality customer service with consolidated records and increased responsiveness
• Personalized service to best customers
• Monitor risky relationships
• Accurate, up-to-date pipelines for prospect and deal tracking
• Cross-sell, upsell
• Sales and activities planning among lenders and business development staff
• Exceptions tracking Integrated data
• Advanced analytics and reporting
• Portfolio risk management
• Minimize administrative tasks with automation
• Increased accountability and consistency
• Notifications for upcoming tasks and outstanding activities Inter-department data tracking
• Customizable fields to fit each financial institutions’ unique needs