SUPPORT | ANNOUNCEMENTS | CLIENT SERVICES

Sage Direct strives to provide financial institutions and other marketers with secure, accurate, flexible and cost effective financial document processing and marketing support services.

Our Statement Processing

 

FINANCIAL

RETAIL

ESTATEMENTS

Accurate, On-Time Statement Processing

SUPERIOR COST SAVINGS

Statement Processing the way you need it

STATEMENT FORMATS

    ACCOUNT STATEMENTS

  • Standard (Blue)

  • Boxes & Bars (Yellow)

  • Boxes & Lines (Green)

  • Large Print (Orange)

  • Square Bars (Red)

  • Two Column (Turquoise)

  • Top Onsert

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    CREDIT CARD STATEMENTS

  • Standard (Turquoise)

  • Boxes & Bars (Blue)

  • Boxes & Lines (Green)

  • Large Print (Orange)

  • Square Bars (Red)

 

 

 

 

 

We can customize the colors to meet your needs.

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.

 

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    " 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. "
    Mandy MazorMarketing Director - Northern Kentucky Educators’ Federal Credit Union
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    " Sage Direct met our expectations. The staff at Sage Direct went the extra mile to make the transition effortless. Our goal was to find a company that offered cost effective, quick, reliable, efficient delivery time, an easily readable format, and the option of electronic statements, all performed with the assurance of safety and security. We look forward to a long, continued business relationship with Sage Direct. "
    Dan DowsettCEO - Gabriels Community Credit Union
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    " Ross Education, LLC has used Sage Direct to process all student 1098T forms for the past three reporting years. They have consistently performed high volume data processing and data entry with complete accuracy and confidentiality. In addition, this is a very time sensitive project with a very limited time frame to complete and Sage Direct has never missed the deadline. For ease of filing and retrieval, Ross requested a special sorting of the final product and Sage Direct was accommodating with this request and others. We have been extremely pleased with our relationship with Sage Direct. "
    Anthony IaquintoCEO/Treasurer - Ross Education, LLC
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    " The conversion from doing our statements in house to having them done by Sage Direct was an excellent and successful decision. The transition was flawless and extremely convenient. Besides the savings to Wiremen’s Credit Union of time and labor we also reduced our total cost of providing monthly statements to our members. By using Sage Direct we were also able to offer our members Estatements which we couldn’t do, when we did the statements ourselves. The venture between Sage Direct and Wiremen’s Credit Union has been very beneficial to our members and our bottom line. We have had no regrets whatsoever with this change in operations. "
    Robert MihnaCEO President - Wireman's Credit Union
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    " Sage Direct made sure our Assessment Change Notices were produced and mailed on time and on budget. We especially liked the way they kept us updated on the project. "
    Roger McCartyDeputy Assessor - Cascade Township Assessor Office
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    " [Sage] made getting our mailer out on time so easy! Thank you! "
    Velvet FullerMarketing Director - AAC Credit Union

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. 

Tax Notices

Utility and Services Bills

Assessor Notes

Contact Us Today for a Free Quote

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SECURITY YOU CAN TRUST

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 I Type II 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.

How do we do this?

 

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Sage Direct