At Sageworks, we are committed to providing you with the most timely and accurate data possible. In this effort, we respect and protect the privacy of those who use our services and are strongly committed to protecting your privacy online. When we collect information from you, we want you to know what information is gathered and how it is used. We want you to feel comfortable and confident when using our products and services and in how we gather and use the personal, company, and financial information that you entrust to us. This Privacy Policy applies to this web site and related sites, products, and services provided by Sageworks (collectively, “Products”). The contents herein explain how Sageworks collects, uses, shares, and protects information you share with us through the use of our Products.

Sageworks Bank Information is an interactive access portal to publicly available data, from call reports to contact information. Any information contained within the platform that is pulled from Sageworks databases is anonymized and displayed as aggregate trends only. Therefore all contact information at the individual level comes from public sources and not from any specific business relationships or sources via other divisions within Sageworks. Sageworks competes in the information services space as an independent data provider with strict data privacy policies, at no point does Sageworks endorse or provide any of its Sageworks Bank Information Licensees the right to reference Sageworks in their solicitation or direct business interaction with financial institutions.

Because of the financial nature of our business, Sageworks' services are not designed to appeal to children under the age of 18. Therefore, we do not knowingly attempt to solicit or receive any information from children.

Please read this policy carefully to understand our information practices. By supplying your information to Sageworks through the use of our Products, you consent to our collection, use, and disclosure of such information in accordance with this Privacy Policy. If you disagree with this Privacy Policy, you may not access or use the Sageworks Products at any time.

Purchasing a Sageworks Bank Information® Subscription

Whenever you purchase a Sageworks Bank Information® subscription, you are asked for certain personally identifiable information, including your name, company name, address, phone number, and e-mail address. We do not share your contact information with outside companies for their promotional use. If we have trouble processing your order, we use the information to contact you. We may use the contact information provided to notify you about upcoming enhancements to Sageworks and about special offers. On rare occasions, it may be necessary to send out strictly service-related announcements as well.

Safeguarding Information

The following information outlines the measures taken by Sageworks, Inc. to safeguard any information you might enter.


Sageworks employs industry-recognized security measures to help protect the personally identifiable information that has been provided to us from loss, misuse, or unauthorized access or alteration. Secure server software (SSL) encrypts all information entered through our web interface and is designed to prevent such information from being read as it travels over the Internet. Therefore, all of the business and financial data that is entered into the Sageworks system through this site is encrypted through the industry standard SSL.

In addition to SSL security, a GeoTrust Security Certificate is applied on our site's servers to protect the confidentiality of your information. GeoTrust, Inc. (NASDAQ: VRSN) is a VeriSign Company owned by Symantec Corporation, the leading provider of Public Key Infrastructure (PKI) and digital certificate solutions used by enterprises, web sites, and consumers to conduct secure communications and transactions over the Internet and private networks.

Please go to to learn more about this certificate.

Sageworks further protects personally identifiable information stored on our servers by using industry standard computer security products, such as firewalls, as well as carefully developed security procedures and practices.

Control of input data

Users of Sageworks have full control of all the data that is submitted for analysis. If users would like to delete a data set at any time for security reasons or any other reasons, they may do so through a web account.

Sageworks, Inc. commits to maintaining the above measures and to working with our customers with monitoring programs and any modifications that Sageworks determines are necessary to address any data security concerns.

Disclosure/Use of Your Information

Sageworks stores and aggregates your input data so we can build and continually improve our financial models and other products. We will never sell personally identifiable information without your express permission, and we agree to maintain the confidentiality of your data. However, Sageworks will and does create, publish and sell/license industry information, financial models, and other research based upon data entered. Company data provided by users will be rendered unidentifiable prior to such use. We may also use your input data to publish indexes and/or other reports that provide insight into various subjects.

Do not enter data into our systems or use our applications if you do not want your data being used in this manner or contributed to our aggregate database, financial models, or future product development efforts.

In addition, Sageworks uses your personal or financial information to provide you with information and services you request, to tell you about other products and services, and to give you a customized interactive experience as you use our products. We also use the information for support, to develop new features and products, and to improve the overall quality of our products and services. We do not share your personal information with anyone outside of Sageworks for their promotional or marketing purposes without your consent.

Contact Information

If you would like to contact Sageworks regarding this Privacy Policy, please contact:

Sageworks, Inc.
5444 Wade Park Blvd.
Raleigh, NC 27607
Phone: 866.603.7029