Financial Records Management

GRM knows that a financial firm’s records are its lifeline.  Firms rely on GRM's Information Management Solutions for our safety, security, reliability and our confidentiality. 

Our eight US and three international record centers take a high-tech approach to the industry of hard copy records archiving. Our centers ensure the security of all your records, including client records, HR files, accounting and billing records and even IT media.

GRM is a privately held multi-million dollar company. That means we are free to reinvest our capital where it really counts, in our facilities, technology and in our security systems. Our systems are absolutely second to none. Every employee goes through a rigid background check and is drug tested.  Each one is required to sign a strict confidentiality agreement.  We never outsource drivers or warehouse personnel. 

GRM’s exclusive eAccess technology gives you 24/7 web based, password protected access to your records database. Our Precision Plus tracking system ensures that you will never lose track or a box or individual file. A simple click of the mouse, phone call, email or fax will ensure that GRM will arrive at your location on time and accurately, and if necessary, within two hours of your order. Our Scan-On-Demand technology will give you near instantaneous virtual access to your needed documents. 

Financial regulations can be particularly rigid. The SEC and other regulating bodies demand that records are available and in the correct format. Time spent searching through in-house records rooms is time better spent servicing your client. At GRM, we always know where to find the needed box or individual file.  We can deliver it to you or scan it for instant access. An effective records management system means smoother case preparation and lowers the risk of malpractice suits and court fines. 

GRM will help work with you to help you stay compliant with Sarbanes-Oxley and all applicable regulations. Our eAccess Technology gives you a complete chain-of-custody snapshot with each and every file. 

GRM will help establish a legally Compliant Records Retention System.  Records can be tagged for destruction on a certain date. Once that date approaches, GRM will confirm that you still want the records destroyed.  Upon destruction, you will be issued a Certificate of Shredding. 

Our climate controlled vaults provide a safe environment for media and other vital data.