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Financial Industries

Financial Industries

The finance sector has unique information management needs due to the sensitive nature of financial data and regulatory requirements. Maintaining confidentiality and adhering to strict government regulations are paramount in this data-heavy industry, where large volumes of sensitive investment and monetary information are transmitted daily.

For the finance industry, it is as important for the data to be stored and archived securely as it is for the records to be retrieved quickly and efficiently when needed. Otherwise, companies may face a loss in client confidence, reputation damage and government sanctions.

Therefore, financial enterprises require the expertise of a dedicated records and information management (RIM) company to provide secure, efficient, and compliant solutions that can help them streamline their business document management processes and enhance data security, allowing the company to focus on core business activities with confidence.

Here’s how RecordXpress can help:

Offsite Financial Document Storage Solutions

Offsite Document Storage
Media Storage and Management
Climate-controlled Vault Storage

Whether it’s physical document storage for banks or confidential commercial document storage, our customizable offsite storage solutions can:

● Bolster your organization’s information security;
● Enhance its operational efficiency;
● Ensure regulatory compliance; and
● Allow scalability.

Equipped with a state-of-the-art Records and Information Management (RIM) system that allows 24/7 online access to the records through 'My Account' web portal, along with stringent access control, barcode tracking and GPS vehicle traceability, our secure chain of custody from document collection to storage will give you peace of mind when it comes to the storage of financial documents.

Comprehensive Business Record Management System

Document Scanning & Imaging

Digitizing paper documents through scanning and indexing services enables easy access, retrieval, and sharing of information. Finance firms can benefit from digitizing documents such as account statements, invoices, receipts, and legal documents. Well-versed in CRS (Common Reporting Standard), C-SOX (Canadian Sarbanes-Oxley Act), and other corporate and legal requirements, our team is kept up-to-date with the evolving financial regulations to help you develop a comprehensive yet flexible financial document management system to achieve your digital transformation goals. Effective business document management offers you:
Whether it’s physical document storage for banks or confidential commercial document storage, our customizable offsite storage solutions can:

● Full control over the lifecycle of your financial documents;
● Automatic streamlined processes;
● Regulatory compliance;
● Easy access and retrieval of records;
● Disaster recovery capabilities; and
● Competitive pricing.

Complete Physical & Digital Data Destruction

AAA NAID-certified Document Destruction

Proper destruction of sensitive financial documents in both physical and electronic formats is critical to protect business confidentiality and comply with data protection regulations. In this digital age, such records are not only found in computers and hard drives, but equipment such as photocopiers and scanners may also contain classified cache information.
Therefore, beyond financial document shredding, our Information Technology Asset Disposition (ITAD) specialists are trained to sustainably manage your end-of-life (EOL) hardware through NAID-certified destruction, recycling, or in combination with degaussing, to align with your Environmental, Social, and Governance (ESG) standards. We also issue a Certificate of Destruction at the end of the process, confirming the assets have been properly destroyed under AAA NAID specifications.


Services Offered

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

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