Betsy Bloom

2023 Sage Direct Tradeshows

2023 SAGE DIRECT TRADE SHOWS

Launch 2023 (Carolinas Credit Union League) – Feb 9-10 – Concord, NC
SymCentral Conference – March 13-15 – St Louis, MO
SymEast Conference – April 3-5 – Reston, VA
Accelerate 23 (Minnesota CU Network) – April 12-13 – Bloomington, MN
Michigan U.P. Chapter of Credit Unions – April 14 – Harris, MI
CU*South Visionary Conference 23 – April 17-18 – Miramar Beach, FL
West Virginia Credit Union League – April 20-21 – Charleston, WV
Illinois Credit Union Connect – April 26-27 – Oak Brook Hills, IL
Tennessee Credit Union League – May 17-19 – Gatlinburg, TN
Virginia Credit Union League Conference – May 24-25 – Reston, VA
Michigan Credit Union League Conference/Expo – June 7-9 – Grand Rapids, MI
League of Southeastern Credit Union (LSCU) – June 14-16 – Orlando, FL
EXCEL23 (New York Credit Union Association) – June 15-16 – Bolton Landing, NY
CU*Answers Leadership Conference – June 20-21 – Grand Rapids, MI
Louisiana Credit Union League Annual Conference – August – New Orleans, LA
Kentucky Credit Union League Annual Conference – August – Louisville, KY
Prodigies Unite – September – Salt Lake City, UT
Expand Expo – September 17-19 – Hershey, PA
Wisconsin Credit Union Connect – September 21-22 – Oshkosh, WI
Indiana Credit Union League Convention – October 25-26 – Indianapolis, IN
CSPI Aurora Advantage Users Group Conference – November 6-7 – Nashville, TN

SAGE DIRECT’S STRONG GROWTH CONTINUES IN 2021

GRAND RAPIDS, MI,  – Sage Direct, a leading provider of document processing services for financial institutions and other marketers, added 33 new credit union clients in 2020 with 23 more institutions committed to convert in 2021.

 

Sage Direct delivers secure, accurate and cost-effectives services, including print and electronic statements, credit card statements, daily notices, and marketing support. It also produces marketing inserts, newsletters, and materials for in-branch promotions.

 

“Sage Direct strives to partner with our clients to ensure all statement and marketing efforts are executed flawlessly, says Gary Sage, President. He added, “Our marketing mindset, data processing skills and production expertise allow our clients to focus on their brand and mission while we manage the mechanics.”

 

Sage Direct combines data processing and marketing expertise with the latest technology to provide credit unions and other direct marketers with statement processing and marketing support services. The company produces mailed and emailed statements, credit card statements, mortgage statements and more. Supplemental services include daily notices and alerts, tax forms and target marketing. All mail processed by Sage Direct is 100% accurate and performed in a certified secure environment. For more information, visit www.sagedirect.com or call 1-800-729-8310, ext. 200.

SAGE DIRECT COMPLETES SOC 2 TYPE 2 AUDIT

GRAND RAPIDS, MI,  – Sage Direct, a leading provider of document processing services for financial institutions and other marketers, announced it has completed a SOC 2 Type 2 Audit for the period January 1, 2020 through June 30, 2020.

 

A SOC 2 Audit is a review of the System and Organization controls at a service organization relative to security and processing integrity. As a partner to financial institutions, Sage Direct commits to delivering its services according to the highest standards.

 

The audit validated Sage Direct’s processes for data processing, statement printing, mail processing, electronic statement delivery and change management. The review included an examination of the systems, physical environment, and employee policies.

 

“Sage Direct recognizes the need for stringent security measures for our clients and their member customers,” said Gary Sage, President of Sage Direct. “This successful audit gives our clients confidence in our ability to protect their data and meet their needs.”

 

Sage Direct combines data processing and marketing expertise with the latest technology to provide credit unions and other direct marketers with statement processing and marketing support services. The company produces mailed and emailed statements, credit card statements, mortgage statements and more. Supplemental services include daily notices and alerts, tax forms and target marketing. All mail processed by Sage Direct is 100% accurate and performed in a certified secure environment. For more information, visit www.sagedirect.com or call 1-800-729-8310, ext. 200.

Northern Kentucky Educators’ Federal Credit Union Selects Sage Direct as Statement Processor

GRAND RAPIDS, MI, February 7, 2018 – Sage Direct announced today Northern Kentucky Educators’ Federal Credit Union has selected the company as its statement processing and marketing support partner. Located in Highland Heights, KY, Northern Kentucky Educators’ was chartered in June 1973 for the employees of Northern Kentucky University. It has grown 3,000 members from … Read more

Hampton Roads Educators’ Credit Union Selects Sage Direct as Statement Processor

GRAND RAPIDS, MI, August 29, 2017 – Sage Direct announced today Hampton Roads Educators’ Credit Union has selected the company as its statement processing and marketing support partner.   Located in Hampton, VA, Hampton Roads Educators’ Credit Union serves 6,900 members that are employed, enrolled as a student, retired or home schooled in the Hampton … Read more

Sage Direct 2017 SOC I, Type II Audit

Sage Direct Successfully Completes 2017 SOC I, Type II Audit

 

GRAND RAPIDS, MI, JULY 31, 2017 – Sage Direct announced today the release of its 2017 SOC I Type II Audit Report.

 

The SOC I Type II audit, conducted by Plante Moran, is an examination of Sage Direct’s statement processing system. The objective is to evaluate the operating effectiveness of the system’s controls as stated by management. The successful completion of the audit provides assurances to Sage Direct clients that their member statements are processed in a secure manner.

 

“Sage Direct is committed to providing our clients with service that conforms to the highest standards,” says Gary Sage, President. “The completion of this year’s audit assures clients and prospects that all financial documents processed by Sage Direct are subject to controls that protect members’ data.”

 

Sage Direct provides its clients with a complimentary copy of the report upon request.

 

Sage Direct combines data processing and marketing expertise with the latest technology to provide credit unions and other direct marketers with statement processing and marketing support services. The company produces mailed, electronic, credit card and mortgage statements. Supplemental services include daily notices and alerts, tax forms and target marketing. All mail processed by Sage Direct is 100% accurate and performed in a certified secure environment. For more information, visit www.sagedirect.com or call 1-800-729-8310, ext. 200.

Sage Direct Opens Florida Sales Office

GRAND RAPIDS, MI, June 12, 2017 – Sage Direct is pleased to announce the opening of its sales and service office in St. Augustine, Fl.

Sage Direct serves more than 180 credit unions nationwide. “We have a number of clients in the southeast and believe the territory provides a great opportunity for us to continue our steady growth, says Gary Sage, President of Sage Direct.”

“St. Augustine provides easy access to Jacksonville, Orlando and southeast Florida and is close to major airports to connect with other states,” added Sage. The office will focus on sales and service to credit unions in Florida, Georgia, Alabama, Louisiana, Tennessee, South Carolina, Mississippi and Arkansas.

Peter Beaudet has joined Sage Direct as Director of Sales, Southeast Region and is based in St. Augustine. Previously, he was Senior Vice President, Marketing and Client Relations at Palm Coast Data, a business process outsourcer for the magazine publishing industry. “I am excited to join Sage Direct and help grow the business in the southeast. Sage’s commitment to excellent customer service is well supported by its technology and staff,” said Beaudet.

About Sage Direct

Sage Direct combines data processing and marketing expertise with the latest technology to provide credit unions and other direct marketers with statement processing and marketing support services. The company produces mailed, electronic, credit card and mortgage statements. Supplemental services include daily notices and alerts, tax forms and target marketing. All mail processed by Sage Direct is 100% accurate and performed in a certified secure environment. For more information, call 1-800-729-8310, ext. 200.

Sage Direct Expands Capacity

GRAND RAPIDS, MI, June 5, 2017 – Sage Direct increased its production capacity by installing additional Pitney Bowes MSE12K inserters, part of the FPS™ Flexible Productivity Mail Series.

The new equipment is rated to insert up to 12,000 pieces per hour. All Sage Direct inserters operate in a File Audit environment utilizing 2D Barcoding. This technology ensures that all pieces mailed are 100% accurate, regardless of the complexity of the package.

“We are constantly searching for ways to invest back into the company,” says Gary Sage, President of Sage Direct. “By doing so, we continue to provide our existing clients with the best customer service in the industry while positioning ourselves for profitable growth.”

About Sage Direct

Sage Direct combines data processing and marketing expertise with the latest technology to provide credit unions and other direct marketers with statement processing and marketing support services. The company produces mailed and emailed statements, credit card statements, mortgage statements and more. Supplemental services include daily notices and alerts, tax forms and target marketing. All mail processed by Sage Direct is 100% accurate and performed in a certified secure environment. For more information contact:

Gary Sage
President
800-729-8310—ext. 200

Color on Demand

Now you can put color into your Black & White Statements. Sage Direct is now offering COLOR ON DEMAND. Selectively put Onserts within your statements in bold, eye-catching color when YOU want it. Contact your Sage Direct Representative for more information today!

It’s All About the Data!

Reviewing your statement processing options may feel like a daunting process, but it shouldn’t be. Let Sage Direct show you how easy it is to get a comprehensive analysis illustrating your cost per statement, including postage. Contact us today for more information!

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