Financial Institutions
CRM can safeguard financial records and comply with privacy regulations to protect clients’ confidential information.
Why Choose CRM?
Off-Site Record Storage
Off-Site Storage Solutions
All physical records are stored in our high-security facility which is monitored 24/7.
Leverage our Online Access Portal
Safely access files and manage retrieval from anywhere
Electronic Record Conversion
Digitize Hard Copies of Files
Scan records to create text-searchable documents to enable online access to your records.
Remote Scanning On Demand
Request the exact files you need from physical storage for immediate access.
Maintain State & Federal Compliance
Conform to Federal Mandates
CRM’s records information management solutions are designed to help you comply with FACTA, FFIEC, GLBA, and HIPPA regulations.
Secure Records Disposal
Unneeded files can be safely destroyed to minimize the risk of data being compromised.
OUR SERVICES
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Document Imaging
We offer full-service, secure document imaging solutions tailored to your organization’s specific and unique objectives.
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Record Storage
We use the most advanced bar code tracking technology software available to maintain complete and accurate storage control.
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Document Destruction
Your level of compliance to the required federal and state laws is enhanced with our secure document destruction programs.
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ECM System
Our online Enterprise Content Management (ECM) System offers security, workflow solutions & enhanced functionalities.
