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Financial Institutions
Financial Institutions

CRM can safeguard financial records and comply with privacy regulations to protect clients’ confidential information.

Why Choose CRM?

Offsite Records Storage

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

lectronic 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.
Convenient File Management

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.
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Our Services

Document Destruction

Your level of compliance with the required federal and state laws is enhanced with our secure document destruction programs.
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Document Imaging

Our full-service in-house document imaging department has the facilities, staff, and equipment to fit your needs and manage your project...
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ECM System

Our in-house Enterprise Content Management (ECM) System offers secure off-site data backup, User Rights & Permissions, & Keyword Searchability through...
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Record Storage

Record Storage

We use advanced bar code tracking technology to maintain and accurately store inventory.
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