The best run banks use powerful reports to drive their strategy forward. If you’re a Sageworks user, you have world class reporting capabilities in house. But you may not have tapped into it.
Sageworks Advanced Reporting brings together two critical ingredients: customer data and a high-powered reporting engine. You will be able to run executive dashboards, pipeline reports, portfolio management reports, operational reports, and even deep-dive into customer-level reports.
One of the best ways to discover the power of Sageworks Advanced Reporting is to build your own report, a report that you’ll use to advance your business. Marcato Advisors can help you get started with building your first report. Sign up below for a free and no obligation report building 1:1 web conference session. It will take about an hour, and you’ll be on your way to creating actionable reports for your bank.