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Lending & Credit Risk

Why your accounting firm should have a retention strategy

Sageworks
September 30, 2014
Read Time: 0 min

It is estimated that 40 percent of accounting clients are interested in new services from their accountant. Learn how you can increase your client’s awareness about your firm’s service offerings, potentially resulting in more revenue and happier clients. Download this infographic

 

 

Winning new clients is a top priority for many accountants looking to grow their business, but retaining current clients is also an important factor for a firm’s success. This infographic will provide you with information on why it’s important to develop a retention strategy plan and deepen client relationships. 

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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