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Financial Institutions

CRM can safeguard financial records and comply with privacy regulations to protect clients’ confidential information.

Why Choose CRM?

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Off-Site Record Storage

  • Off-Site Storage Solutions

    • All physical records are stored in our high-security facility which is monitored 24/7.

  • Leverage our Online Access Portal

    • Safely access files and manage retrieval from anywhere

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Electronic Record Conversion

  • Digitize Hard Copies of Files

    • Scan records to create text-searchable documents to enable online access to your records.

  • Remote Scanning On Demand

    • Request the exact files you need from physical storage for immediate access.

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Maintain State & Federal Compliance

  • Conform to Federal Mandates

    • CRM’s records information management solutions are designed to help you comply with FACTA, FFIEC, GLBA, and HIPPA regulations.

  • Secure Records Disposal

    • Unneeded files can be safely destroyed to minimize the risk of data being compromised.

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OUR SERVICES

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    Document Imaging

    We offer full-service, secure document imaging solutions tailored to your organization’s specific and unique objectives.

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    Record Storage

    We use the most advanced bar code tracking technology software available to maintain complete and accurate storage control.

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  • Document Destruction

    Your level of compliance to the required federal and state laws is enhanced with our secure document destruction programs.

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  • ECM System

    Our online Enterprise Content Management (ECM) System offers security, workflow solutions & enhanced functionalities.

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