Industry, especially the financial industry, has become packed with insightful and time saving technologies. In a recent Sageworks webinar, 60 percent of attendees said that one of their main road blocks to adopting new technology at their firm was their unfamiliarity with potential solutions. In today’s blog I will map

ProfitCents by Sageworks recently hosted a webinar, How Will You Win Your Next New Client, which discussed key strategies on how to position your firm to take on new clients and expand service offerings to your existing client base. Peter Brown, senior consultant at Sageworks, mentioned that the central focus

U.S. credit unions experienced solid growth in traditional lending areas last year, but a large number of credit unions are focusing attention on either starting a member business lending (MBL) program or expanding their current efforts to provide loans to member businesses. When considering the development or expansion of a