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.

Learn more about the DocuVault Advantage

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

management consultation service

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

secure storage vaults

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

docuvault chain of custody

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.

What Our Customers Say...


DocuVault has been highly instrumental in helping us to maintain compliance, which in the healthcare industry is an utterly vital element. It’s nice to know we can rely on an organized process to collect and dispose of our sensitive media and the itemized tracking lists are a tremendous help for simplifying our audit procedures.

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.”

- John M., Mission Critical Facilities Project Manager, Independence Blue Cross


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. Through word-of-mouth the number of new customers continues to grow.

I especially enjoy the interaction with the company's Transportation Coordinator who is very good with scheduling service requests in an efficient manner. Whenever I have a specific need he is always willing to help. DocuVault is hands down the best company we have ever used!"

-Rob O., Assistant Records Manager, University of Pennsylvania


We just finished our shred event and everything went great! We had a steady stream of customers the whole time and nearly filled the truck. We also collected a pickup load of plastic bags to recycle and a pile of clothing to donate to Woodbury Steelers. Four of our city council members stopped by to recycle. Your guy Jimmy was great and really took care of us. He has helped us before, and I hope you’ll send him each year. Thanks for running a first-class operation!”

-Roy D., City Clerk and Recycling Coordinator, City of Woodbury, NJ

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.

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