Sageworks Revamps Relationship Manager

May 7 — Sageworks has retooled its customer relationships manager for financial institutions. The CRM, which is fully integrated into the Sageworks Banking Platform, aggregates data from all customer financials and interactions, providing bankers with a complete view of both customers and loans.

The updated solution leverages the customer data used in the other modules of the banking platform as well as the bank’s core. Using the real-time, aggregated data should allow lenders and analysts to service customers more effectively, report accurately on the institution’s lending pipeline and build accurate forecasts.

“A consistent challenge for financial institutions is the need to consolidate and analyze large amounts of customer data effectively,” said Scott Ogle, Sageworks CEO. “Understanding the full scope of each customer relationship vastly improves an institution’s ability to uncover risk concerns as well as seize growth opportunities.”

The centralized nature of the activity reporting is designed to mitigate customer service and operational risks, and bank staff is able to see recent activity as well as overdue tasks. The product also tracks open opportunities and begins underwriting workflows, allowing lenders to move more quickly when acquiring new business.

(If an institution already has an external CRM, the Sageworks API Network can integrate it with the Sageworks banking platform.)

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