Home > Industry > Financial Services

Next to your staff and partners, your client records are among the firm’s most important assets. They need to be managed efficiently, and thanks to federal legislation such as Gramm-Leach Bliley Act (GLBA) and FACTA, the mandate for secure, confidential handling, archiving and retrieval of client files and business data is a top priority.

Of course, under GLBA’s “Safeguards Rule,” all financial services providers must maintain safeguards that effectively protect customer credit information from threats to data security and integrity. Let us streamline the process and remove the uncertainty.

With more than two decades of expertise managing financial records, we combine high tech and high touch in building a custom plan for organizing, archiving and accessing the customer data you need to meet and maintain critical compliance mandates.

Ready to take records management headaches off your agenda?
» Click here for a quote.

Meeting the Safeguards Rule
Under Gramm-Leach-Bliley Act, you need a written security plan describing how your company is prepared to protect clients’ personal information. Our records management solutions can take the anxiety and the hassle out of that process by

• Helping identify risk areas in your business document flow
• Reviewing the company’s records management and archiving process
• Assisting employees with proper document filing and tracking
• Providing guidelines on how to change safeguards as needed

Controlling compliance costs
We understand the importance of confidentiality and the challenges of compliance. Over the years we’ve helped many financial service sector firms reduce their risks and manage their costs with safe, secure and streamlined records storage and information management systems.

We provide such cost-competitive services as

• Compliant records management
• Records archiving and retrieval
• Same-day pick-up and delivery services
• Document imaging, indexing and digital database building
• File retention and destruction services
• Business continuity and disaster recovery planning