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 or call 1-800-729-8310, ext. 200.