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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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The importance of financial service document management
Customer satisfaction
Management of the document contents every customer entrusts to your business depends on security and compliance, but also the ease of access and customer experience. Without workflow automation of document management software, products and services can be held up when workflows jam and create backlogs. Your document system should reflect the efficiency, security and compliance of your company. A management process can take the weight of juggling hundreds of documents off of your employees, freeing them to deliver the quality products and services.
Compliance
With governmental regulations and internal processes constantly shifting, your company’s financial service document management system should account for compliance at every stage. Within the document lifecycle itself as well as ensuring all data, paper documents or digital files, are compliant so your company isn’t open to legal issues.
Document security
Sensitive documents and data need a document management process that gives each client and customer the assurance of protection. Personal information should be safeguarded in secure data centres with measures in place to keep every document safe from external manipulation while remaining equally accessible to certified users.
- 75We’ve spent close to seven decades servicing the needs of financial services customers
- 2,500
Of top financial services institutions choose us
- 75%Reduction in money laundering case resolution times through the use of AI (Attivio)
- 90%+Of financial services firms rely on our valuable solutions to help run their businesses
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Additional solutions to elevate your financial service organisation
InSight Intelligent Document Processing
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Iron Mountain Clean Start
Digitally transform your workplace to keep up with changing times
Iron Cloud Data Management
Strategic cloud data management and secure data storage with a trusted partner
Document Scanning & Digital Storage
Transform your business and centralise your information with digital scanning and storage
Secure Storage
Preserve your important records with highly secure and compliant offsite storage
Smart Sort
Efficiently unmingle your commingled files—all without a complex, labour-intensive discovery project
Everybody jumped on the digital bandwagon 10 years ago, and nobody thought about purging.
Our goal was to find a single vendor that offered an unbroken chain of custody and was able to destroy paper records in a secure, ecologically friendly manner
Sustainability is very important to us, and the Green Report is a phenomenal help. It’s clean, concise, and something we’ll continue to use well into the future.
In selecting a service supplier, one of the most important aspects was quality of service. Iron Mountain performs very well and delivers against the required service level to our satisfaction
