Document Management for Financial Firms

Secure protection of your confidential information is critical when you must adhere to strict government rules and regulations. Failure to comply can result in hefty fines and ruin your reputation.

Reduce your risk by working with a company with expertise in document management for financial firms.

Ensure compliance, with professional document management for financial firms

If your document system is not organized and secure, you’re asking for trouble. That’s why you need a professional records information management partner with in-depth knowledge of the many regulations that affect financial firms.

Our team of experts is well versed in Sarbanes-Oxley (SOX), FACTA and other legal and corporate requirements for your industry. We’ll work with you to ensure your records management program is compliant.

Whether, you’re a bank, investment company, brokerage firm, insurance company or credit union DocuVault understands the challenges you face.

DocuVault offers you the region’s only facility specially designed and built for records management. Top to bottom. Every detail.

Improve processes with custom consultative service

As a consultative partner for protecting your information and reputation, we won’t treat you like a number or give cookie cutter solutions. When working together, we assess your situation and create a custom plan to meet your needs.

We’ll review your inventory and retention schedules to come up with a program that enables you to:

 

  • Automate and streamline processes
  • Ensure your information governance is compliant
  • Easily access and search files
  • Get rid of office clutter
  • Save money on storage costs

Services for the lifecycle of your documents

DocuVault makes your job easier by providing complete secure solutions for the life of your documents.

  • Archive storage
  • Vault storage
  • Secure shredding
  • Scan on demand
  • Document delivery
  • Indexing
  • Digital records conversion
  • Online portal

Full chain of custody

You can rely on our secure chain of custody:

  • All DocuVault drivers are bonded and screened with background checks
  • All DocuVault trucks are secure and GPS tracked
  • The location of your files is recorded and tracked every step of the way

Electronic data destruction

Your firm’s computers, photocopies and scanners have hard drives that store sensitive information about clients and cases. When you no longer need these devices you’ll want to ensure this confidential data does not get in the wrong hands.

DocuVault can destroy hundreds of data devices per hour through on-site and off-site shredding as well as certified data wiping.

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What Our Customers Say
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4.8
Based on 45 reviews
powered by Google
Kayla Darling
22:08 14 Dec 24
Linda Tims
15:20 11 Aug 24
Wonderful customer service. They went way above and beyond to take care of the many boxes I needed to have shredded. I dealt with Sherode and Gary and I was so happy with both their kindness and willingness to meet the schedule I needed. I highly recommend them for any residential shredding.
Chris Dickerman
22:22 29 Jul 24
We had Docuvault come to our facility and shred the boxes we had ready for them. Very convenient service. Driver was in communication about his arrival early on the day of service. I would recommend.
Stoy Balmer
19:45 29 Jul 24
Been servicing our shop for years, thank you Lester!
Betsy Gubbels
18:43 29 Jul 24
Lester is professional, courteous and a life saver! Otherwise we would drown in paper.
Michelle G
10:38 24 Jul 24
Thank you for the great service! Lester is wonderful! He is so kind and professional!
Wendy Shea-Tamag
17:01 23 Jul 24
Lester Fowler is our service provider and we have great rapport with him. Whenever we have a slightly special request he's able to accommodate and if he can't, he tells us next steps in order to get things done. We couldn't be happier with Lester as our service person.
B h
22:44 08 Apr 24
Horrible attitude. This employee of docuvault parked over the line making it very hard for me to get in the car(I am just out of back surgery) when confronted about how inconsiderate it was to overlap a handicap parking spot he threatened my mother. "I'm from philly." I hope this doesn't reflect the values of your company. A simple I'm sorry from your delivery driver would have smoothed everything over. Very disappointing.
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Google Rating
4.8 ★★★★★
Based on 45 reviews

DocuVault Denver, CO

11111 W. 6th Ave Lakewood, CO 80215

Phone: (303) 747-3770

USFCR Verified Vendor
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