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Iron Mountain's digital solutions will revolutionise and enhance the delivery of financial products, services and processes within the financial services industry.
It is vital for any organisation to unlock the value of all information. But competition, increased regulation, explosive information growth and customer service expectations puts more pressure on your information management programme.
With these additional dilemmas facing financial service document management, companies need a comprehensive system designed to handle all documents at every stage of their lifecycle. From creation to deletion, your company needs solutions that streamline operations and allow each team member to complete their work without additional stressors or work.
Iron Mountain is prepared to help with the storage, protection, and management of your crucial information and assets.
The steady, and sometimes overwhelming, flow of information that circulates within your organisation forms the base of our business’s operations. From financial requests from every client to invoices and financial institution information to communication records, every employee in your organisation handles files in some form during their work.
Because of this, it is critical that these numerous files and records aren’t misplaced or miseused. All too often human error can change the effectiveness of these documents. When it comes to financial documents that your company relies on for production, the stakes are increasingly higher.
A document management system is the organisation and process that arranges the influx of new documents and of historical documents in order to satisfy the financial needs of the business.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, finance service document management, from cloud-based document management tools to digitised documents, can help your organisation run smoothly and effectively.
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.
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.
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.
Your data management system can be streamlined for your benefit. Iron Mountain has stored, protected and managed company’s critical document information for decades, and knows how best to help businesses with all data, including financial documents.
Whatever your needs may be, Iron Mountain has services designed for your company’s use. Our Financial Services Solution will help you manage a range of documents including:
With Iron Mountain digitisation and document scanning you can be sure that every document within your organisation is backed up, directly uploaded to a secure cloud-based system for your access and ensures regulatory compliance. Paperwork can be scanned, indexed and converted for customer satisfaction and client record protection. With less paper in the workplace and a streamlined automated workflow, your company can depend on your digitised data for longer with less roadblocks.
Financial service documents are arguably some of the most important data your company has, and should be easily accessible to all workers, remote or otherwise, who depend on them.
Staying a step ahead of unexpected threats to your document management service with Iron Mountain’s protected vault solution. With cloud backup, offsite tape storage and restoration plans, your company won’t struggle to recover in the face of future dilemmas.
The long-term protection of your financial service documents is beneficial to your company’s future success, customer satisfaction and the operation of your business should disasters arrive.
Iron Mountain facilities offer your documents a world-class archival system with cutting-edge secure storage area. An off-site storage room streamlines real estate, is cost- and time-saving for your company and increases security. Removing the human error and from document management means record retrieval is sped up and made easier with our retrieval system.
Iron Mountain Financial Service Solution is the answer to your company’s problems with compliance, security and workflows. Our experts who work with your company at every stage of the process and help you to manage compliance, retention, risks and every other aspect of building an efficient and cost-effective information management system.
When it comes to financial document management solutions, Iron Mountain is here to help your business.Read our customer success storiesto learn about some of the unique document situations we have handled on behalf of our clients.
确保你的金融感兴趣cuments?Reach out to Iron Mountain expertsand find out where to begin today.
Iron Mountain's Secure ITAD program provided a one-stop-shop for ensuring uniform secure and sustainable disposition of every IT asset across every location, including media destruction, remarketing, and e-waste recycling.
云数据管理和战略secure data storage with a trusted partner
Reduce risk, improve productivity, and enhance sustainability as you elevate your workplace
Digitise, store, automate, and unlock the power of your data through the power of automation
We’ve got your back with answers to some of our frequently asked financial services questions.
铁山与超过95%的财富1000 companies, including many that are financial organisations. Although digital transformation may look different for each organisation (i.e. small to midsize bank, commercial bank, credit union, mortgagor, lender, asset management firm, insurance company, etc.), most struggle to marry old with the new—combining legacy customer data stored on tapes or paper with new transactional data. Our goal is to help you overcome business challenges and improve productivity and efficiency through workflow automation, governance, and digitisation of information. Some common themes may be:
Yes. In fact natural disasters, mergers and acquisitions, reduction of physical footprint (branch closures, operational centers downsizing, office relocations, and consolidations), increased remote workers, and staffing impacts may increase the need to reassess your existing business model. Our team can help determine the overall outcome of these impacts and create a plan to help you:
At Iron Mountain, we partner with our customers in a manner that is environmentally responsible and focus on reducing our use of fossil fuels through more sustainable practices. Our team of experts can assist your organisation with claiming renewable energy credits (RECs) for use towards your net-zero goals. We also offer solutions that can help your financial company:
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