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Transforming “lenders” into “bankers and advisors”: Develop the entire relationship

November 15, 2017
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During a recent Sageworks webinar, Nick Miller, president of Clarity Advantage shared best practices to transform lenders into advisors to their business clients.

During the webinar Miller discussed that business borrowers want a full banker relationship, not just lenders. When business owners seek funding, they also want to form a relationship with their banker who will help them navigate bank resources, explain the bank's view of credit, and help them get loans approved.

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Simultaneously, bank management are increasingly seeking non-interest income to diversify and stabilize the institution's income stream.  By Transforming "lenders" into "advisors", banker can increase customer satisfaction and profitability for the institution.

During the webinar, Miller covered:

  • Top obstacles to relationship building
  • 6 Steps to transform lenders into advisors
  • The role bank executives play in transforming their lenders
  • Critical strategy and leadership questions and build an actionable transformation plan

View the full webinar here.

About the Author


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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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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