Financial Information Management

The Financial Services industry produces billions of transactions a year. The industry is highly regulated, with new regulations making their way through Washington.  Financial firms turn to GRM to help stay legally Compliant, and to help adapt to new regulations.  GRM is headquartered just a stone’s throw from New York’s financial district, with eleven strategic worldwide locations.  GRM solutions automate document processes and workflow, ensure Regulatory Records Compliance and properly manage this vast amount of information efficiently and within budget.

At its core, the business of banking, financial services in general, is fundamentally about managing information. Much of this information resides in the form of documents, both paper and electronic, which are widely distributed across a financial institution's many locations and systems. The need to manage these documents more efficiently is both an enterprise-wide and line-of-business requirement. Whether driven by the necessity to streamline core processes such as lending or account opening, improving the quality of customer interactions, or fulfilling compliance mandates, GRM provides the solution.

GRM has decades of experience in the financial industry. We have seen the legal definition of records change from paper to now include electronic data.  In fact, it’s estimated that as many as 90% of records are now electronic, in the form of emails, instant messages and even telephone text messages and voice mails.  Through our professional affiliations and our ongoing educational programs, GRM Information Management Systems stays on top of the changes in the legal field and in the industries of your clients. 

An effective Records Management program will combine all technologies to bring you an integrated approach.  GRM can help manage your records needs and your case load by offering customized solutions for your firm’s needs, all while helping control costs. 

We can store your paper records in our state of the art hard copy records center.  We can Scan-On-Request, giving you immediate digital access to your paper records.  We can convert all your records to digital in our Online Records Center.  We can work with you to establish a retention program.

We will work with you to develop a system that will link every department, including human resources, accounts payable, accounts receivable and IT.  Your database will be password protected giving each member of your staff access to only those records he or she needs. 

Each of GRM’s services are available on our exclusive web based eAccess technology, you are always assured of a complete record of chain-of-custody, from record creation to its destruction.  eAccess gives you 24/7 access from any internet connection and is the most intuitive and convenient in the industry.  You can order services with a click of the mouse, an email, phone call or fax.  GRM guarantees its services will be both on time and accurate.