Independent Banker - July 2018 - 58

ADVERTORIAL SPOTLIGHT
POWER LENDING PARTNER$
HOW OPTIMAL MANAGEMENT OF CUSTOMER DATA
CAN IMPROVE FORECASTS, PROMOTE GROWTH
Every community banker knows
relationships are the foundation of
a growing portfolio. Nevertheless,
repetitive data entry, tracking down
Ǧ
duties continue to eat up time
needed to foster, grow and retain
your customer base. Lenders using
software as a tool to organize customer
information and eliminate unnecessary
data entry have time to focus on what's
really important: relationships.
Managing a loan portfolio while
prospecting and maintaining highNear-term
pressures can make it even
more challenging, sometimes pushing
growth initiatives to the back burner.
With the right customer relationship
improve the customer experience,
increase lender productivity, drive
throughout their organization.
Sageworks Relationship Manager
provides a complete, 360-degree view
of each bank customer. A centralized,
customizable interface within the
Sageworks life-of-the-loan solutions, it
is a tool for lenders to leverage faster,
better data. By pulling in data from the
Sageworks system as well as the bank's
core, bankers have a comprehensive
5444 Wade Park Blvd.
Raleigh, NC 27603
919-851-7474 | sageworks.com
summary of the borrower, their
loan information, their business
relationships, pipeline activities and
opportunities. Real-time, aggregated
data allows for instantaneous crossdepartmental
access to accurate
" JUST DAYS AFTER RELEASING
THE REVAMPED SAGEWORKS
RELATIONSHIP MANAGER, OUR
CUSTOMERS IMMEDIATELY
EXPRESSED EXCITEMENT OVER
HAVING THE ABILITY TO SEE
THEIR LENDING RELATIONSHIPS
IN ONE VIEW. THE GLOBAL
SNAPSHOT OF THE BANKING
RELATIONSHIP MAKES IT EASIER
TO STRUCTURE A DEAL UPFRONT
AND TO DEMONSTRATE
AN UNDERSTANDING OF THE
CUSTOMER'S NEEDS. "
customer data. This enables lenders
and analysts to more effectively
service their customers, report on
the institution's lending pipeline
and consistently build forecasts,
promoting growth through relationship
management. Delayed document
gathering, missing information and
unnecessary data entry are common
department uses different methods of
sharing and documenting customer
information, information can easily
go missing due to the lack of centrally
accessible data and inconsistent
communication. This disconnect in
relationship management can lead to
missed deadlines and opportunities.
Without a central database and a
360-degree view of the customer,
tracking customer activity and
reporting on accurate customer data
effectively are impossible. Cross-sale
opportunities aren't maximized, risky
relationships aren't monitored properly
and the best clients aren't given
adequate, personalized service.
Change can be hard but maximizing
a sales pipeline with an email
inbox, spreadsheets or stacks of
business cards is much harder. For a
management team trying to develop a
reliable business forecast and portfolio
growth, it's time for a CRM built for
bankers. Sageworks uniquely provides
integrated solutions and industry
institutions that achieve an average 38
percent higher loan growth than peers.
COLLIER WRIGHT - Product Manager, Sageworks
Learn more about Sageworks
Relationship Manager and how it can
optimize performance and speed in the
lending department at sageworks.com/
banking/request-information/.
http://www.sageworks.com http://www.sageworks.com/
Independent Banker - July 2018

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