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Winning new clients: Why do firms win business in the final bidding stage?

October 20, 2013
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In this brief video, Sageworks senior consultant Peter Brown discusses how to win new clients for your firm. Brown provides insight on how to keep your firm on top by looking into the future and identifying key factors that will help you win new clients.

This clip is from a Sageworks’ webinar entitled “How will you win your next new client?” In this webinar, Brown points out that 35 percent of clients chose a firm based on their expertise and specialization, while 22 percent chose a firm based on an existing relationship. He suggests breaking your firm down into specialized teams in order to differentiate from competitors. Watch the full on-demand webinar.

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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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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