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Lending & Credit Risk

Are your clients aware of the services you offer?

Sageworks
November 17, 2013
Read Time: 0 min

In this brief video, Director of ProfitCents Professional Services Lauren Prosser points out that two-thirds of clients are not aware of all of the services that accounting firms offer. Prosser provides insight on how to identify opportunities to sell more accounting services to existing clients. 

This clip is from a Sageworks’ webinar entitled “Cross-Sell Accounting Services.” In this webinar, Prosser discusses how to lay a foundation for your accounting firm’s sustainable growth by cross-selling services to your existing client base through “The Discovery Process.” Watch the full on-demand webinar.

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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