Document archive & retention for financial institutions
Document retention is a compliance requirement for the majority of our customers, especially credit unions, banks, and retail customers. As your strategic partner, we deliver the service solution that fits your institution's needs.
Archive support choices for your institution
There are several options to choose from. Pick the one that lines up with how your team already retrieves documents.
PDF Export
With indexing unique to your storage platform, when needed.
PDF Export with search engine
Easy upload for use on your local network.
DVD or local storage
Viewer and search engine included, shipped on DVD or securely uploaded for in-house use.
In-house conversion
For institutions facing overflowing file cabinets or backlogged document projects.
PDF export for in-house archive systems
PDF is the typical requirement for our customers to ensure they have exact samples of the documents we compose and deliver. We provide the exact document and indexing package required by your in-house system.
Searchable indexing export solutions
A document retention archive can be securely uploaded for use on your local network. This service comes with built-in search and indexing capabilities and is updated monthly according to your requirements. Also available in DVD format for smaller institutions.
In-house archive conversions
If you are confronted with overflowing file cabinets or backlogged document projects, we can help you bring your storage requirements to present time by arranging a conversion plan to fit your institution.
Find the archive that fits.
Tell us where documents live today and where you need them tomorrow. We will map the conversion.
Request an archive review