Document Management for Financial Firms

Secure protection of your confidential information is critical when you must adhere to strict government rules and regulations. Failure to comply can result in hefty fines and ruin your reputation.

Reduce your risk by working with a company with expertise in document management for financial firms.

Ensure compliance, with professional document management for financial firms

If your document system is not organized and secure, you’re asking for trouble. That’s why you need a professional records information management partner with in-depth knowledge of the many regulations that affect financial firms.

Our team of experts is well versed in Sarbanes-Oxley (SOX), FACTA and other legal and corporate requirements for your industry. We’ll work with you to ensure your records management program is compliant.

Whether, you’re a bank, investment company, brokerage firm, insurance company or credit union DocuVault understands the challenges you face.

DocuVault offers you the region’s only facility specially designed and built for records management. Top to bottom. Every detail.

Improve processes with custom consultative service

As a consultative partner for protecting your information and reputation, we won’t treat you like a number or give cookie cutter solutions. When working together, we assess your situation and create a custom plan to meet your needs.

We’ll review your inventory and retention schedules to come up with a program that enables you to:

Automate and streamline processes
Ensure your information governance is compliant
Easily access and search files
Get rid of office clutter
Save money on storage costs

Services for the lifecycle of your documents

DocuVault makes your job easier by providing complete secure solutions for the life of your documents.

Archive storage
Vault storage
Secure shredding
Scan on demand
Document delivery
Indexing
Digital records conversion
Online portal

Full chain of custody

You can rely on our secure chain of custody:

All DocuVault drivers are bonded and screened with background checks
All DocuVault trucks are secure and GPS tracked
The location of your files is recorded and tracked every step of the way

Electronic data destruction

Your firm’s computers, photocopies and scanners have hard drives that store sensitive information about clients and cases. When you no longer need these devices you’ll want to ensure this confidential data does not get in the wrong hands.

DocuVault can destroy hundreds of data devices per hour through on-site and off-site shredding as well as certified data wiping.

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What Our Customers Say

A very professional service that has far exceeded our expectations! There are presently close to 300 offices at the University of Pennsylvania that have signed up for the confidential shredding service with DocuVault...
...DocuVault is hands down the best company we have ever used!

The DocuVault team is efficient and easy to work with and we have full confidence in their ability to safeguard our clientele’s information through vigilant disposal.

DocuVault offers a personalized level of service that is vastly different from our interactions with our previous document management vendor. They are a true business partner that looks after our interests and we have seen significant cost savings

We take your business personally.

By focusing on the Delaware Valley, DocuVault proudly set ourselves apart by providing local service with a personal touch. When you call us, you speak to a real person, right away. If you have a records management problem, we’re on it. You receive a consultative service that looks out for your best interest and security.

Find out how we can protect your business information and reputation through our secure and confidential document shredding services.