SAGEWORKS

Advisory and consulting services in the fields of business enterprise risk management; all in the field of lending and credit risk

Lending consultant services; advisory and consulting services in the field of portfolio risk; all in the field of lending and credit risk

Providing temporary use of online non-downloadable computer software for lending automation and enabling lending compliance; providing temporary use of online non-downloadable computer software for accounting analysis, namely, financial health analysis in the nature of assessing the profitability, cash flow, liquidity and leverage of a company, financial performance benchmarking, financial forecasting, company valuation, and credit analysis; providing temporary use of online non-downloadable computer software for risk analysis and providing information on risk reduction; providing temporary use of online non-downloadable communications software to allow customers to access bank account information and transact bank business; providing temporary use of non-downloadable software for customer relationship management; all provided to banks, lenders, business consulting firms, and financial institutions and all in the field of lending and credit risk

Advisory and consulting services in the field of CECL compliance