COR365® understands that a financial firm’s records are even more valuable than what’s in its vault.

At COR365, we understand that for a financial firm their financial records management is of the utmost importance. Think about all of the data involved: mortgage records, personal and commercial account information, credit card numbers, signature cards, wills, and more. All of these documents are absolutely needed to ensure the smooth operation of a financial services company. Not only is it important to have secure records storage in a safe environment, it is also equally necessary to have easy access to these documents when you need them most. Our information management solutions are designed with ease and privacy in mind, guaranteeing that the flow of data is perpetually smooth, seamless, secure, and streamlined.

Secure Records Storage

Our records storage facilities protect your these private business documents in a climate-controlled unit, with 24/7 comprehensive security monitoring, round-the-clock delivery and pickup services and more. When you store your files with us, you are guaranteed a top-of-the-line, technologically sound, safe and protected environment. In other words, you can leave all the worries to us. We’ve got it covered.

Streamlined Document Imaging

Our online Document Imaging services provide streamlined access and retrieval. And we can assist clients in making the digital imaging transition from paper-based records to digital, so that searching for and retrieving information is even faster and easier.

Your COR365® Advantage:

  • Firm and customer information remains secure and available, 24/7
  • Staff can access all records seamlessly through digital document management
  • Costs and risk are reduced
  • Space and personnel time are freed up to allocate to other uses

Certified Document Shredding & Data Destruction

When the time comes to dispose of files and data you are no longer using, you can make use of our highly secure paper shredding services, guaranteeing that sensitive information will never end up in the wrong hands. Save yourself the time, energy, and hassle of destroying private documents by simply using our federal and state regulation-compliant services. We are AAA certified by the National Association for Information Destruction (NAID), so you don’t need to spend an extra minute worrying about the way in which you get rid of various paperwork and information any longer.

The professionals at COR365® can customize an information or document management solution for your firm that gives staff more time to concentrate on your business and help it grow.

Please complete the form or call us to talk to a COR365® representative.