Sageworks Bank Information is an interactive access portal to publicly available data, from call reports to contact information. Please note that not all of the contacts in our database have opted-in to receive communications and third party information. Sageworks recommends that users review the CAN-SPAM Act of 2003 before using the contact information provided for marketing communications. Any information contained within the platform that is pulled from Sageworks databases is anonymized and displayed as aggregate trends only. 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.
Sageworks is designed to help professionals by providing timely, accurate data.
It should not be used, however, for the following purposes:
- Major Capital Purchase Decisions - Before adding fixed assets to a company, substantial planning and thought should be applied by the principals of a company. Sageworks is only one tool that should be used in combination with other analytical tools and the advice of competent professionals, such as CPAs and bankers.
- Investment Decisions - While it is true Sageworks can be helpful as part of an investment decision, it would be a decidedly poor idea to rely solely on Sageworks (or any expert system) for making an investment decision. Please do not do so - use our data and reports in conjunction with other investment advice, information, and tools.
Sageworks and/or its subsidiaries will not be responsible for the content of any Sageworks data where:
- The data obtained from Sageworks is modified by any outside party.
- Decision makers rely on Sageworks as their primary source of advice regarding business decisions. Sageworks must be used in combination with the advice of competent legal and finance professionals in order to be effective.
Sageworks, the Sageworks logo, and the names and content of the Products (collectively, "Sageworks IP") are protected by trademarks, service marks, registered trademarks, copyrights, and/or other proprietary rights under U.S. copyright and other laws and treaties. Sageworks IP may not be used without the prior written approval of Sageworks. Any efforts to copy, reverse engineer, or otherwise replicate Sageworks IP or obtain the source code thereof, and any infringement, misappropriation, or other violation of the rights of Sageworks, Inc. in Sageworks IP under applicable patent, copyright, trademark, and other laws, is specifically prohibited.
Use of Data
Sageworks reserves the right to use any data and information provided by users for internal statistical, quality control, and product development purposes as may be necessary or useful for supporting its products. In addition, Sageworks reserves the right to freely use, sell, distribute and otherwise exploit all data provided by users from which Sageworks has removed personally identifiable information. This may include future development of financial models derived from use of the financial data entered. Do not provide client data or other information that you do not want used in this manner or contributed to Sageworks' database.
Warranty and Indemnity
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