STATEMENT PROCESSING

Rely on Sage Direct for Accurate On-Time Statement Processing

Each month hundreds of credit unions, banks, and retailers rely on the experts within Sage Direct’s Statement Processing Department to process and deliver customized financial statements to their members and customers.

Working with Sage Direct can improve the accuracy and quality of your statements, while saving your organization both time and money. We specialize in statement processing and will design your statements to maximize comprehension and minimize questions.

Just provide us with any media containing transaction data from your legacy systems and we’ll take over from there. Sage Direct will extract the necessary data, reconcile it and format it to meet your specific requirements. Once we print your statements, we’ll verify addresses, mailstream for lowest possible postage discounts, and accurately insert statements and additional marketing inserts.

Maximize Your Value

FREE Setup – Maximize your value with a 3-year contract that includes free setup, including eStatement capabilities. Or, if you’d like to see a sample statement run first, send us your transaction data and in most cases we can provide you with a complimentary sample run.

Off-Cycle Discounts – You can save an extra 20% on processing fees by agreeing to a statement cycle that starts in the middle of the month.

No Long-term Contracts – Sage Direct does not require our statement processing customers to sign long-term

contracts. Although our contracts are easily cancelled if you are not satisfied, we know you'll be so happy with Sage, you will continue to use our services for many years.