Terms of Use.


Please read all of the following terms and conditions of use ("Terms of Use"), which govern your access and use of this web site and related sites, products, and services provided by Sageworks (collectively, "Products"). By continuing to access or use the Products, you signify your acceptance of these Terms of Use. You also hereby acknowledge that you have read and understand the Privacy Policy and consent to Sageworks' collection and use of your personal information as set out therein. If you do not agree to the Terms of Use or Privacy Policy, you may not access or use the Products at any time. These Terms of Use are in addition to the specific terms and conditions that may apply to the products and services provided by Sageworks to you.

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.

Intellectual Property

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

Users represent and warrant that they have all necessary rights and authority to provide the data and information provided through the Products and to permit Sageworks to use such data and information as set forth in the Terms of Use. If you do not comply with this warranty, Sageworks’ sole remedy and your sole obligation will be to indemnify and hold Sageworks and its officers, directors, and employees harmless from and against any third-party claims, actions, investigations or liabilities (including damages, losses, costs, expenses, and reasonable attorneys’ fees) resulting from Sageworks’ possession or use of such data and other information (provided Sageworks permits you to defend Sageworks against any such claim). Users assume sole responsibility for results obtained from use of the Products and conclusions drawn therefrom. Users will indemnify and hold Sageworks and its officers, directors, and employees harmless from and against any claims, actions, investigations or liabilities (including damages, losses, costs, expenses, and reasonable attorneys' fees) resulting from use of the Products.

Modifications to These Terms of Use

Sageworks reserves the right to amend, remove, or add to the Terms of Use at any time without notice. Such modifications shall be effective immediately upon posting. Therefore, users agree to review these Terms of Use regularly for changes. Continued access or use of the Products after modifications have been made will constitute user acceptance of the Terms of Use, as modified.

Contact Information

If you would like to contact Sageworks regarding these Terms of Use, please contact:

Sageworks, Inc.
5444 Wade Park Blvd.
Raleigh, NC 27607
Phone: 866.603.7029
Email: support@sageworks.com