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Home Statement Processing Marketing Services Municipalities Security Contact Us ANNOUNCEMENTS | CLIENT SERVICES SPECIALIZED IN DOCUMENT PROCESSING ACCURATE SECURE PROFESSIONAL ACCURATE. SECURE. PROFESSIONAL. TRUSTWORTHY. Using the latest technology, Sage Direct provides professional, accurate, timely, confidential, and cost-effective mailing services and marketing programs. 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 ESTATEMENTS Accurate, On-Time Statement Processing 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. SUPERIOR COST SAVINGS 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. Statement Processing the way you need it 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 ACCOUNT STATEMENTS Standard (Blue) Boxes & Bars (Yellow) Boxes & Lines (Green) Large Print (Orange) Square Bars (Red) Two Column (Turquoise) Top Onsert 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. " 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 Mazor Marketing Director - Northern Kentucky Educators’ Federal Credit Union " 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 Dowsett CEO - Gabriels Community Credit Union " 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 Iaquinto CEO/Treasurer - Ross Education, LLC " 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 Mihna CEO President - Wireman's Credit Union " 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 McCarty Deputy Assessor - Cascade Township Assessor Office " [Sage] made getting our mailer out on time so easy! Thank you! " Velvet Fuller Marketing Director - AAC Credit Union " The people at Sage Direct are so great to work with. They’re always quick to respond to questions and offer suggestions/solutions " Diane Sowinski Ripco Credit Union " Great company to work with for statement processing. Very good customer service too! " Bay Area 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 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. Utility and Services Bills 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. Assessor Notes 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....