Financial Institutions

In an industry in which margins are tight and regulations are strict, efficient operation is crucial. Daily management of thousands of transactions and volumes of data can be a costly endeavor. Any solution must be cost-effective.

So, if the question is whether to outsource records management, then Confidential Records Management, Inc. is the answer. The records management solutions we offer can improve our clients' efficiency, lower their costs, and allow more productive use of space. In addition, CRMI offers consultation and training regarding privacy and document management issues.

Paper Documents

CRMI provides secure storage of paper documents such as the following:

• Accounts payable and accounts receivable
• Checks
• Confirmations
• Credit applications
• Loan files
• Reports
• Signature cards
• Statements

We can set up mirror filing systems to ensure fast and accurate retrieval and refiling of documents. CRMI provides storage and preservation of irreplaceable documents in humidity- and climate-controlled, secure facilities. Moreover, CRMI personnel work with clients to implement policies and procedures for records retention and destruction.

In addition, CRMI provides document-imaging services that comply with Securities and Exchange Commission regulations. Digital records are a secure, auditable, legal, and cost-effective means to store documents, and indexed CDs or DVDs allow searching and retrieval.

Digital Records

CRMI offers management and storage of digital records (such as 8-mm tapes and discs), including the following:

• Secure transportation and storage of backup media at off-site facilities.
• Business transition services: CRMI provide support for clients moving to new locations--inventory of records before and after the move, packing, protected transportation, and assistance with setting up document and data systems.
• Disaster recovery services: CRMI provides consultation to develop and test disaster recovery plans and provides support during recovery.

To keep our clients up to date on the location of their records, CRMI provides inventory reports of stored data and documents.

Facts

• CRMI provides secure document destruction, on-site or off-site.
• CRMI provides supplies for data storage, including racks and containers. Clients can order supplies via e-mail.