Storing Financial documents

We don’t have to tell you twice that storing documents is not as easy for businesses in the financial industry. Your organization is required to adhere to strict regulations when storing the massive amounts of information and data you’re obliged to keep. At the same time, you want to keep costs low and processes efficient.

DocuLynx can Ensure Your Documents are Properly Stored

As you know, certain records must be preserved in a non-rewritable, non-erasable format. But when you are an organization handling a lot of documentation, it isn’t simple to get the right documents into a WORM format. DocuLynx utilizes integrated control codes to ensure that these types of documents are automatically classified and stored in the appropriate manner--regardless of where the information originated.

Once your documents have been classified and stored you can instantly access them, no matter where they are located, from any browser. And with our storage solutions like cloud archive, you can breathe easy knowing they are stored in a secure, easy-to-access location. 

man-holding-magnifying-glass-to-analyse-data.jpeg

 Benefits of Financial document Storage with DocuLynx:

  • Reduce Compliance Complexity while reducing risk
  • Eliminate manual classification and processes
  • Reduce storage costs by moving archivable documents off premium storage
  • Instantly classify and store documents that fall under 17a-4 – meeting compliance
  • Easily retrieve and manage documents

 

Contact us to learn more about our financial document storage solutions.