Sage Direct Provides Quality Document Processing & Marketing Services
Sage Direct excels in partnering with financial institutions and marketers to provide accurate, secure, and cost-effective document processing and marketing services.
Our Statement Processing
FINANCIAL
RETAIL
E-STATEMENTS
Hundreds of credit unions, banks, and retailers nationwide rely on Sage Direct to process and deliver accurate, customized monthly financial statements to their members and customers.
You can expect excellence from Sage Direct: as we prepare your monthly statements, verify addresses each time, accurately insert statements, along with any additional marketing materials, and mail using the best available postage discounts. Both you and your customer can count on Sage for accurate, timely statements.
Sage Direct can help you cut your costs, without compromising customer service.
Free Setup – You will receive free account set-up, for both paper and eStatements. We can also provide sample billing and postage reports based on your data at no cost to you.
Off-Cycle Discounts – Looking for additional cost savings? Save an extra 20 percent in processing fees by signing up for a mid-month statement cycle.
No Long-Term Contracts – In the unlikely event you are not 100 percent satisfied, you can cancel your contract.
Whether delivered by mail or electronically, customer statements are your best way to build customer loyalty. Sage Direct offers a variety of statement processing services for banks, credit unions, retailers, and other businesses that use monthly billings, account summaries, and other important customer communication to stay in touch.
We utilize the latest mail processing, distribution, and tracking technology with precision and integrity, so your customers receive timely and accurate monthly statements designed for quick and easy comprehension and clarity. Our powerful servers process enormous volumes of data quickly and accurately. Additionally, our continuous web printing presses keep individual statement pages together in their proper order for mailing. All of this verified through the latest 2D barcode technology to track your statements throughout the process.
Sage Direct keeps your postal costs as low as possible by staying current with US Postal Service regulations and technology. We are experts in the latest coding, sorting and address verification techniques, and we put this expertise to work to reduce costs related to mail returns.
STATEMENT FORMATS
We can customize the colors to meet your needs.
Standard (Blue)
Boxes & Bars (Yellow)
Boxes & Lines (Green)
Large Print (Orange)
Square Bars (Red)
Two Column (Turquoise)
Top Onsert
Standard (Blue)
Boxes & Bars (Yellow)
Boxes & Lines (Green)
Large Print (Orange)
Square Bars (Red)
Two Column (Turquoise)
Top Onsert
Standard (Turquoise)
Boxes & Bars (Blue)
Boxes & Lines (Green)
Large Print (Orange)
Square Bars (Red)
Standard (Turquoise)
Boxes & Bars (Blue)
Boxes & Lines (Green)
Large Print (Orange)
Square Bars (Red)
DO YOU NEED A COMPREHENSIVE MARKETING STRATEGY, OR PERHAPS JUST A LITTLE EXTRA HELP REACHING A SPECIFIC MARKET SEGMENT?
Our Marketing Services
TARGETED MAIL & MARKETING SERVICES
DATABASE MANAGEMENT
DIRECT MAIL FUNDRAISING
GEOGRAPHY BASED SOLUTIONS
LIST SERVICES
Sage Direct can plan and execute marketing campaigns designed precisely to meet your objectives. We offer a variety of mailing services and marketing programs that help you target new prospects or reach out to existing customers cost-effectively.
"The conversion to Sage Direct was very efficient and seamless. They have been and continue to be very responsive to any of our needs or requests since our conversion. I could not be happier with the service they are providing us for mailed statements and tax forms. I would highly recommend them to anyone looking for another provider!"
"Sage Direct coordinated with our core processor to ensure the appropriate files were received on time to make sure our members’ statements arrived when expected. Also, our new statements look great, and the service has been stellar since day one."
"Sage Direct effectively coordinated all resources to onboard our statements in an expedited time frame. Despite the time pressures, our new and improved looking statements mailed on time with 100% accuracy. We look forward to a long, productive relationship with Sage Direct, our new statement partner."
"Sage Direct worked hand-in-hand to transition our statement processing from in-house operations to an outsource provider. Sage’s staff is knowledgeable and customer focused, thereby making the change less daunting. Credit unions processing statements in-house can be confident Sage Direct will do the job when the time comes to outsource."
"[Sage] made getting our mailer out on time so easy! Thank you!"
"The conversion of statements to Sage Direct went exceptionally well. The attention to detail and customer service focus made the process seamless to our members. Subsequent months’ service continues to exceed expectations. Sage Direct truly acts as a partner with its clients."
"A very thorough and complete onboarding process, managed by a collaborative and informed team at Sage Direct. Their service makes every process very smooth. Thank you!"
"When our previous statement processor informed us that they would be discontinuing member statements, we were nervous about making a change. However, our conversion to Sage Direct for member statements was fast and easy. The Sage team was there to guide us every step of the way through the transition. We are so glad we made the switch to Sage Direct!"
"The decision to move our statement processing to Sage Direct is already paying dividends. The transition was seamless, as promised. Evelyn Alvey and her team worked with our core processor to make sure the file upload was error free. They also created a great looking color statement that is easy for our members to read. The entire process was completed in two weeks and we are having Sage Direct produce our Tax Forms as well. Our relationship with Sage Direct is off to a great start."
"We are VERY happy with Sage Direct. The change, for us, was seamless. Thanks to everyone on your team! We appreciate all your hard work to get us up and running so smoothly and quickly!"
"Sage Direct made our transition to a new statement processor so simple and easy! Our new statements look great and the staff has been wonderful to work with!"
"Your group went far beyond our expectations. I expected our eStatement rollout to be delayed but your group worked with our internet provider and resolved all the issues. Thank you Evelyn."
"The people at Sage Direct are so great to work with. They’re always quick to respond to questions and offer suggestions/solutions."
"Great company to work with for statement processing. Very good customer service too!"
"The conversion of our statements to Sage Direct went well and ongoing services are delivered accurately and professionally. Any and all questions that arise are resolved quickly. Sage Direct is a vendor that acts as its client’s partner."
MUNICIPALITIES
From major cities to small villages, municipalities depend on Sage Direct for fast, efficient, and secure processing that creates and delivers public notices on time, every time.
Once we help you transfer your tax notice information to Sage Direct’s secure FTP site, we will process it through our advanced document rendering system, and produce a proof for your review. Once you have approved, we will produce your tax documents, print them with high-speed laser, and then mailstream them for the best postal discounts. And you never have to worry, as we track them throughout the entire process, using 2D barcodes.
Water, recycling, yard waste pick-up, and trash removal are just a few services which many municipalities provide and therefore bill. Sage Direct will produce your utility and services bills quickly and accurately and help with modifications to your billing as necessary.
Property values can fluctuate wildly, making it vital that timely and accurate assessment notices be sent to property owners. Sage Direct will transfer your assessment data to our secure FTP site, and then produce your assessor notices swiftly and precisely. We use mailstream for the best postal discounts, and our high-speed processing equipment ensures your documents are done right, first time and every time.
– Sage doesn’t transfer their file, the customer does.
– THE first time and every time.
SECURITY YOU CAN TRUST
PROCEDURAL SAFEGUARDS
PHYSICAL SAFEGUARDS
INFORMATION SYSTEMS SAFEGUARDS
EMPLOYEE HIRING & TRAINING
At Sage Direct, we constantly process the most confidential personal information possible. Needless to say, this requires maintaining the strictest physical, electronic, and procedural vigilance 24/7/365.
Sage Direct excels in protecting personal privacy. We are SOC 2 Type 2 Certified, held to the stringent professional standards of the American Institute of Certified Public Accountants (AICPA). We have the people and systems in place to maintain the security of the personal data entrusted to us.
In a time when the potential for identity theft is a clear and present danger, Sage Direct is recognized for holding the highest standards in protecting consumer privacy and confidentiality.
TAKE AN IN-DEPTH LOOK AT SAGE DIRECT
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Call us: 800.729.8310