ABRIGO SAGEWORKS LOS ADVISORY
Intentionally engineered for go-live.
Purposefully built for the years that follow.
Strategic advisory and ongoing platform partnership for community banks and credit unions invested in Abrigo’s Sageworks LOS.
THE FULL ARC
Implementation is the beginning. The ROI lives in the years that follow.
Abrigo continues to release platform enhancements and new product modules. Most community banks and credit unions struggle to keep pace — and the technology alone is rarely the whole answer. We guide community banks and credit unions through the full arc: implementation and optimization, the human side of change, and the ongoing administrative partnership that keeps the platform delivering value year after year.
01
LOS Implementation & Optimization Advisory
Strategic guidance for new Abrigo Sageworks implementations and optimization of existing platforms — current state fit-gap analysis, system configuration, templates, dashboards, lending policy alignment, and end-user readiness. Led by veteran bankers who’ve sat on your side of the table.
02
Digital Transformation Advisory
Transformation that addresses both sides of change — the technical evolution of your lending platform and the human work of adoption, alignment, and sustained behavior change. Led by senior bankers and certified change practitioners.
03
Fractional Abrigo Admin Support & Platform Governance
Ongoing administrative capacity that becomes a permanent extension of your team — keeping your platform aligned with your institution’s strategic goals, Abrigo’s evolving roadmap through continuous configuration management, release readiness, and governance discipline.
Where deep banking experience meets deep platform knowledge.
WHO WE ARE
Our team combines decades of lending, credit, operations, and Abrigo implementation experience. We’ve sat on your side of the table.
John Hatfield
Founder & Principal
Ian Coft
Digital Transformation Lead
Nick Catti
Implementation Lead
Lexi Strayer
Platform Administration
<$1B-$100B+
In total assets — clients across the full spectrum
75+
Abrigo Sageworks LOS implementations and optimizations across our team
80+
Years of combined banking experience across
the team
BEYOND THE ARC
AI Transformation Strategy for community banks.
The governance foundation, use case clarity, and adoption discipline to move from AI conversations to AI decisions. A standalone advisory engagement — or a natural extension of an existing LOS partnership.
IN THEIR WORDS
“What truly sets John apart is his ability to thoughtfully tailor the platform to align with an institution’s credit risk policies and portfolio management strategies. His insights helped shorten decision cycle time, and his prior experience allowed us to identify areas where additional training or support was needed — ultimately ensuring the LOS was implemented on time and within budget.”
— N. Hare, SRA
Strategic Credit & Real Estate Advisor
LET’S TALK
Ready to maximize your Abrigo Sageworks LOS investment?
Whether you’re at the start of a new project, in the middle of a transformation, or looking for a long-term partner to keep your platform performing, we’d welcome the conversation.
