reporting in sageworks - amazon s3...intro text baseline i 866.603.7029 [email protected] reporting...
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Reporting in SageworksIncrease transparency into the portfolio Through Sageworks Analytics & Reporting and data visualizations throughout the Sageworks suite,
executives at banks and credit unions can quickly understand trends in the portfolio and use the insights
from automation to improve strategic planning.
Increase insight in the portfolio with better, more
timely reports on concentrations, watch lists,
workflows and profitability
Build easy to use reports that can be exported in Excel,
PDF, HTML, CSV or RTF formats
• Lending Pipeline by Stage
or Loan Officer
• Credit Qualit y
• Profitabilit y Targets & Performance
• Total Exposure
• Portfolio Concentrat ion
Loan Pipeline by Stage
Quickly satisfy disclosure requirements pertaining
to the ALLL
Make more informed strategic decisions
Quickly prepare visual summaries to share with
auditors, the board and examiners
B E N E F I T S O F R E P O R T I N G T H R O U G H S A G E W O R K S
• Except ions
• Aging Analysis of Loans
• ALLL Roll Forward Schedule
• Credit Risk Profile
• Reserve for Unfunded Commitments
• Impaired Loans
E X A M P L E D A S H B O A R D S & R E P O R T S A V A I L A B L E
• TDR Pre and Post Modificat ion Report
• TDR Redefault Report
• Reserves and Balances by Loan Class
• Loan Exposure Report
• Peer Analysis
Loan Pipeline by Loan Officer
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Exposure Insight Monitor concentrat ion & global relat ionship exposure
Credit Quality Sensit ize underlying credit qualit y within various scenarios
C R E D I T Q U A L I T Y D A S H B O A R D
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Risk-Based Profitability Ident ify loans with higher risk & reward
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Exception Management Monitor portfolio for except ions in real-t ime
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Concentration Analysis Perform what-if scenarios for concentrat ions
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Manage Expected Loss Impact Demonstrate supportable reserves for the board, auditors & examiners
Peer Analysis Perform peer analysis for benchmarking
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Board Reporting Thorough documentat ion of calculat ions and decisioning
M&A Monitor news, M&A act ivit y and model acquisit ions