Sageworks

Sageworks | May 03, 2016

Sageworks has released "Next-Level Accountants: Your guide to growing a firm of trusted advisors," an e-book containing insights from some of the top thought leaders in the accounting and valuation professions. Top experts in firm strategy, compensation, marketing, client relations, client retention and technology share advice in the book on cultivating a firm of trusted advisors and for scaling an accounting business. The book covers practical strategies to help firms create more value for thei...

Sageworks | June 15, 2016

As expected, more and more brick and mortar operations are casting wider nets for clients, by utilizing fintech and offering more and more of their services online. Raleigh-based Sageworks, a financial information company that provides loan portfolio and risk management solutions to banks and credit unions, has followed that trend, today announcing the release of Sageworks Online Loan Application, a solution that automates and moves online the loan request process for financial institutions and...

Sageworks | July 29, 2016

Sageworks, a financial information company that provides loan portfolio solutions to banks and credit unions across the country, recently expanded its product suite to include a solution for lending. Banks and credit unions that offer loans to finance the purchase of taxi medallions are currently facing a common challenge; the value of medallions has substantially decreased in the past couple of years due to new transportation services such as Uber and Lyft. As a result, many of those loans beca...

Sageworks | July 25, 2016

Sageworks, a financial information company that provides loan portfolio and risk management solutions to banks and credit unions, today announced the agenda for its 2016 Risk Management Summit. Set for September 14-16th in Austin, TX, the Summit is the premier conference covering the allowance for loan and lease losses (ALLL) and stress testing for bank and credit union professionals. With the recent release of the Financial Accounting Standards Board’s (FASB) guidance on the Current Expected Cr...