Learn how to unlock actionable risk insights

Complimentary Group Demo: September 20th, 2:00 – 3:00 p.m. ET

In August, Sageworks launched one of their newest products, “Insights”, to help leaders leverage loan portfolio data in new and meaningful ways. Lack of and limited access to bank-wide data, accompanied by time-consuming analysis, can hurt leadership’s ability to make well-informed, timely decisions. In this complimentary group demonstration, we aim to show how our newest offering can help bridge that gap.

Join to learn:

  • How to perform simulations of the loan portfolio in order to inform financial statement impact for budgeting purposes
  • How Insights can help as part of Dodd Frank Act Stress Test preparation (or stress testing under CECL, more broadly)
  • How to set up scenarios to view how the portfolio would respond with various assumptions
  • Using the Acquisition Analyzer as part of potential acquisition due diligence
  • How Segment Insights can be leveraged for board & concentration reporting
  • Potential Roadmap for continued development

Learn more: https://web.sageworks.com/cbanc-sageworks-insights-demo