Avoid the challenge of managing customer and potential-customer relationships through spreadsheets, email logs, calendar invites and other notes.

Banks and credit unions use Sageworks Relationship Manager to optimize performance and speed in the lending department. Alongside other Sageworks solutions, Relationship Manager uniquely aggregates all customer information into a 360-degree view of each customer and loan. 

With Sageworks Relationship Manager, institutions provide high quality service, manage risky customers and build accurate forecasts.