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TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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Diversify your portfolio and earn additional interest income. End-to-end lease origination and administration automation make it possible.

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Lending & Credit Risk

How accountants can win new clients

Sageworks
July 16, 2014
Read Time: 0 min

Accounting firms oftentimes abandon a marketing plan for fear they don’t have the budget to successfully win new clients. This checklist provides 9 steps to create a plan of action to win new clients at low-cost.

 

 

Download this checklist to learn the six key questions accountants can ask that will help generate new leads and win new clients while keeping it easy on the pocketbook.

About the Author

Sageworks

Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

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About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

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