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InSight DXP

Digital Back Office

How financial institutions achieve end-to-end efficiency gains, compliance, and customer satisfaction
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Back Office

  • InSight DXP overview
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    • Agentic AI
    • Intelligent Document Processing
    • Content management & governance
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    • Back Office
    • Know Your Customer (KYC)
    • Mortgages
    • Trade Finance
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Powering your financial operations with Digital Back Office

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Banking Data Management Solutions

We help clients streamline their banking operations—reducing costs and keeping customers secure

Information Management Solutions for Financial Services

From legacy records management to secure offsite access, leverage our wealth of expertise

Data Management Solutions for Insurance Companies

Enhance operations, customer experiences, and business models through digital transformation

InSight Digital Experience Platform

Access information from a unified, automated, secure platform

InSight Intelligent Document Processing

Digitise, store, automate, and unlock the power of your data through the power of automation

We're here to help.

Iron Mountain - Protect what matters. Unlock what's possible.Iron Mountain - Protect what matters. Unlock what's possible.
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© 2026 Iron Mountain, Inc.

The back office bottleneck 

Financial institutions, bogged down by document-intensive processes, must carefully manage risk and maintain efficiency while keeping customers satisfied.

The cost of high-volume, manual back-office practices continues to rise. Regulatory requirements are growing more cumbersome. And staying competitive means finding faster ways to sift through documents and search for information, often while the customer waits.

58% of survey respondents in the banking and financial services sector believe reducing costs is the main use case of AI

Source: Financial institutions AI maturity research conducted by Iron Mountain alongside independent research specialist Vanson Bourne

business woman in office

Iron Mountain Digital Back Office 

An AI-driven SaaS solution that organises and validates all the messy paperwork and digital files in a bank’s back office operations. It extracts key data, classifies, and implements efficient quality control and compliance workflows, providing easy access to consistent information. Leveraging AI, it deploys Generative AI for document summarisation and interrogation and AI Agents to automate mundane, repeatable tasks. This drives process improvements, increases efficiency, and reduces costs.

Our solutions to elevate your financial institutions:

Digital Back Office is built on Iron Mountain InSight® Digital Experience Platform (DXP), a scalable and modular platform that incorporates digital and physical content management, AI technologies, intelligent document processing, workflow automation, and information governance capabilities to transform your digital experience.

We offer back office solutions, including but not limited to:
Consumer / Retail

Auto lending:

Drive operational efficiency and cut costs between the dealership and the lender. Process loans more accurately while minimising compliance risks.            

Consumer / Retail

KYC:

Open new accounts and validate customer information with speed and ease while reducing redundant document submissions and verifications.

Learn more

Consumer / Retail

Mortgages:

Scale operating expenses in direct relation to revenue. Improve loan quality and delivery timelines. Unlock data for new revenue-generating activities.

Learn more

Corporate / Commercial

Onboarding:

Streamline commercial onboarding & reduce risk by accelerating document collection and verification of a company’s identity, ownership, and legitimacy.

Corporate / Commercial

Trade Finance:

Efficiently process Bill of Lading to Letters of Credits, extracting key information, accelerating payment release while minimising fraud.

Learn more

Consumer / Corporate

Lockbox:

Secure end-to-end lockbox services for receivables.

Why choose Iron Mountain

  • 70+ years of trust - Handling document-centric assets and processes, we work with 46 of the top 50 US banks
  • Advanced technology Our unified digital and physical content management platform, Iron Mountain InSight Digital Experience Platform (DXP), is equipped with the latest AI technology for consolidated, automated end-to-end business processes
  • Industry recognition Iron Mountain ranked #1 in Tech Top 50’s AI Implementation category by the Mass Technology Leadership Council
  • Global footprint and scale 141 imaging sites across 45 countries, processing over 2.4 billion documents per year