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A step-by-step guide to financial institution strategic planning

Abrigo

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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Data-driven strategies for banks and credit unions: Start here

Abrigo

in CECL calculations and loan performance), but stale information is not the best to use for strategic planning. Does the solution provide dashboards customized to specific groups within the financial institution (e.g., a lender performance dashboard that automatically updates as the financial institution uploads its data)?