Financial & Insurance

Advantage RMS can assist by providing secure offsite storage of  paper-based documents such as customer files, human resource records, signature verification cards, safe deposit contracts, wire transfer documents, loan documents, etc., enabling bank and financial service organizations  to help comply with critically important regulatory compliance and focus their time on increased customer satisfaction.

The Insurance Banking & Financial Services area has been one of our most important market segments. We provide document storage services for banks, brokerage firms, insurance companies and related financial services companies. Applications range from signature cards to loan files, contracts, analyst reports, underwriting, client files and other critical functions. These industries have always responded to the importance of governmental reporting by maintaining meticulous records. We have supported this critical function for years, beginning with micrographics conversions and more recently, with document scanning. We anticipate that the focus on corporate responsibility will accelerate the need for the maintenance of vital records in easily accessible fashion. Our areas of focus include:

  • Accounts Payable
  • Contracts
  • Copyrights & Royalties
  • Case Report Files CRFs
  • Claims
  • Credit Files
  • Financial Derivatives
  • Human Resource Files
  • Laboratory Reports & Notebooks
  • Litigation
  • Loans & Mortgages
  • Material Data Safety Sheets – MSDS
  • Medical Records Management
  • New Drug Applications – NDA
  • Public Filings
  • Publications
  • Quality Control
  • Rare Documents
  • Real Estate
  • Retirement Files
  • Signature Cards
  • Student Records
  • Surveys
  • Technical Reports
  • Transcripts
  • Trust Files