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Who We Service

Financial Services

Financial Service industries need their documents and information readily accessible, protected, and stored in compliance with regulatory policies.  Financial institutions maintain sensitive and private information, financial transactions, and client identity data.  Certified Records Management ’s commitment to your company includes constant evaluation of your business needs and strategies.  Certified Records Management will ensure that you remain up to date on compliance and risk regulations and develop an information management program that is smart, as well as cost efficient.  Certified Records Management ’s Smart Storage Solutions ® manages this essential information using the following tools:
 
Record Storage 
Retaining paper documents remains an indispensable need in the financial services industry.  Storing these documents off-site maintains risk aversion and compliance as well as freeing up valuable in-house work space.  Certified Records Management provides 24/7 pick-up and retrieval, secure storage and certified destruction when the retention date arrives.
 
Digital Solutions
Large volumes of paper files can be scanned and archived through high-speed digital imaging.  These files can be accessed 24/7 via Certified Records Management ’s on-line digital repository.
 
File Conversions
Certified Records Management provides paper to electronic file conversions with complete access to records throughout the process.  Your data will be available via any web connection and retrieved through Certified Records Management ’s on-line digital repository.
 
Data Protection
Certified Records Management will safeguard your information to make certain that your business is in compliance with client privacy laws.
  • Paper documents are picked up and retrieved in our “Smart Lock System” equipped vehicles and stored in our highly secure record storage facilities.  With secure shredding we provide you with a locked bin.  You fill it up then we pick it up, shred it and certify the destruction of the contents. 
  • Electronic documents are stored on our secure server.  
Smart Storage Solutions ®
The management, protection, storage and eventual destruction of you company’s sensitive and valuable information (paper or electronic) is our utmost concern.


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