Sageworks
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Products/Services
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Sageworks Credit Analysis allows banks and credit unions to quickly spread and analyze proposed loans and make smarter credit decisions.
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Sageworks uniquely offers banks and credit unions the Electronic Tax Return Reader, which imports information from business borrowers’ tax retur…
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Sageworks Loan Administration automates client correspondence and reduces the time and cost of preparing for loan review by an average of 35%. B…
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To give business borrowers the experience they want, banks and credit unions look toward digital applications that expedite loan turnaround. The…
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Institutions are trying to grow the loan portfolio and need processes that speed up loan analysis without increasing risk. Sageworks Loan Decisi…
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In the increasingly competitive loan environment, banks and credit unions often price loans based on a “gut feel” and competitor rates. With Sag…
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Avoid the challenge of managing customer and potential-customer relationships through spreadsheets, email logs, calendar invites and other notes…
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Risk ratings are a foundational element of credit and portfolio risk strategy. From loan pricing to stress testing and allowance calculations, a…
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Sageworks Stress Testing allows banks and credit unions to stress the portfolio, concentrations and specific borrower relationships to identify…
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The life of a loan is a complex process, often involving many people at the institution and many steps. If credit workflows are inefficient, it…