A step-by-step guide to financial institution strategic planning
Abrigo
DECEMBER 14, 2023
Identify your questions about the institution and what data and dashboards you need to answer them. If your goal is CRE growth, you’ll need to see past, present, and future metrics with an organized pipeline system that can show what loans you expect to close in 30, 60, or 90 days. Learn to identify emerging CRE credit risk red flags.
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