From banking and insurance to mortgages and loans, Iron Mountain offers myriad digital transformation solutions within the financial services industry.

Financial services

With decades of experience partnering with financial institutions of diverse scope and size, we understand the challenges you may be facing.

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Unlock new opportunities for financial services

Unlocking the value in information is essential for your success. But competition, increased regulation, explosive information growth and customer service expectations puts more pressure on your information management programme.

With additional dilemmas facing file management in Financial Services, companies need a comprehensive system designed to handle all documents at every stage of their lifecycle.

Iron Mountain is prepared to help with the storage, protection, and management of your crucial information and assets.

What is financial service file management?

A file management system is the organisation and process that arranges the influx of new documents and of historical documents in order to satisfy the financial needs of the business. They are systems that streamline the creation, collection, storage and eventual deletion of documents, managing them safely and securely for your business’ benefit. When accomplished effectively, a well executed finance service document management that ranges from cloud-based document management tools to digitised documents will help your organisation run smoothly, effectively and improve business continuity plans.

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Our integrated solution includes:

Off-site document management and storage: to streamline real estate, increase security and speed up records’ retrieval.
Scanning and digitising: to make accessing information fast and safe.
Tape and backup: to help you stay compliant and enhance your data security.
Experts who work with: you to manage compliance, retention, risks and every aspect of building an efficient and cost-effective information management programme.

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The importance of financial service document management

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Additional solutions to elevate your financial service organisation

InSight Intelligent Document Processing

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

Iron Mountain Clean Start

Iron Mountain’s Clean Start program is designed to transform your workplace. Whether one floor, one building or multiple locations, we’ll help you navigate a variety of real estate changes, including office closures, occupancy in a new space or reconfiguration of your existing space. We’ll manage the clean-out process from start to finish and provide services to facilitate the donation or secure destruction of materials or equipment you no longer want to keep and the temporary or permanent storage of those items you do.

Document Scanning & Digital Storage

Transform your business and centralise your information with digital scanning and storage

Secure Storage

Store physical documents in a secure vault with data protection & climate-controlled facilities with Iron Mountain Philippines’ offsite commercial records storage centre.

Smart Sort

Efficiently unmingle your commingled files—all without a complex, labour-intensive discovery project

We make it easy to get started.

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Why Iron Mountain?

Our comprehensive strategies help you address all your information management challenges. With decades of experience in information storage, protection and recovery for customers in financial services, we understand the industry and can deliver trusted solutions.

But you don’t have to take our word for it. Our case studies speak for themselves:

Learn how a leading investment management and financial advisory business standardised processes and saved money
See how a leading finance provider in the Netherlands improved storage and retrieval
Discover how a large bank benefited from scanning, storage, and processing

View more resources

Financial services