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

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.

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DO YOU NEED A COMPREHENSIVE MARKETING STRATEGY, OR PERHAPS JUST A LITTLE EXTRA HELP REACHING A SPECIFIC MARKET SEGMENT?

Our Marketing 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.

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

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

    3400 RALEIGH DR SE, GRAND RAPIDS, MI 49512info@sagedirect.com 800.729.8310