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Financial Industries

Financial Industries

Maintaining confidentiality, security, and adherence to strict government regulations is paramount in preserving client confidence in Financial Institutions. After all, they are entrusted by their clients to protect data-heavy investment and monetary information in the form of physical and digital records that must be maintained for a long time. Trust our Offsite Document Storage and Media Management solutions for an all-rounded approach to staying compliant and reputable.

Business Records Management

RecordXpress possesses the expertise and professional experience to provide a flexible solution suited to your business records management needs, while staying agile to adapt to evolving financial regulations.

We work closely with you to develop a program that incorporates:

• Automatic streamline processes
• Regulatory compliance  
• Simple and easy access to records
• Digital transformation goals
• Competitive pricing

Our financial team is well versed with CRS (Common Reporting Standard), C-SOX (Canadian Sarbanes-Oxley Act), and the many other corporate and legal industry-specific requirements.

That makes RecordXpress a knowledgeable, resilient, and confidence-inspiring partner.

Financial Documents Storage and Related Services

Our comprehensive suite of services gives you full control over the lifecycle of your financial documents. Here are some of the common services, which can be often bundled and customized:

• Document Storage
• Vault Storage
• NAID-Certified Document Destruction
• Scan-on-Demand
• Standard and Expedited Document Delivery
• Indexing
• Paper Digitization
• Complimentary Viewing Room Usage
24/7 Online Access through 'My Account' Web Portal

Our industry-leading Records and Information Management System coupled with barcode tracking, GPS vehicle traceability, routine personnel background verification, and continuous training provides for a secure chain-of-custody, resulting in a compliant, reliable and seamless client experience.

Documents requiring extra care can be held in our climate-controlled Vault Storage.

Physical and Electronic Data Destruction

Hard drives and various media storage devices within equipment, such as photocopiers, scanners, and computers, cache confidential and sensitive information about your clients.

Our ITAD (Information Technology Asset Disposition) specialists will develop a program consistent with your ESG (environmental, social, and governance) standards effectively and sustainably manages your EOL (end-of-life) hardware through NAID-certified destruction and recycling, or in combination with degaussing.

We also offer secure Document Shredding Services that are perfectly geared towards disposing of highly confidential documents.


Services Offered

Offsite Document StorageCertified Document ShreddingMedia Storage and ManagementDocument Scanning and ImagingVault StorageFulfillment and WarehousingOther Services

Our Locations

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