Immediate
and Secure
Retrieval
Meet Retention
and Compliance
Reclaim Vital
Office Space
Ensure compliance, with professional document management for financial firms
Reduce your risk by working with a company holding expertise in document management for financial firms.
Secure protection of your confidential information is critical when you must adhere to strict government rules and regulations.
If your document system is not organized and secure, you are asking for trouble. That is 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 will work with you to ensure your records management program is compliant.
Whether, you are a bank, investment company, brokerage firm, insurance company or credit union, VeriTrust understands the challenges you face.
To find out more about VeriTrust’s approach and service offering for your business, contact us by phone or fill in the form on the page.
Improve processes with custom consultative service from VeriTrust
We offer extended solutions for your records management needs, completed by subject-matter experts, who provide customized service and comply with best practices.
We will 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
Contact us to discuss your particular needs.
Services for the lifecycle of your documents
VeriTrust 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
- File indexing
- Digital records conversion
- Online portal access
To find out more about VeriTrust’s approach and service offering for your business, contact us by phone or fill in the form on the page.
Decide Switching to Better Service
If you are currently with a vendor who is not measuring up, and you switch to VeriTrust, we provide options that allow you to easily transition out of your existing contract. Once you transition, we streamline your records management processes and create a cost-effective program.
Electronic Data Destruction
Your firm’s computers, photocopiers and scanners have hard drives that store sensitive information about clients and cases. When you no longer need these devices you will want to ensure this confidential data does not get in the wrong hands.
VeriTrust can destroy your data devices through certified shredding.
Expert Labor Resources
Our team is able to incorporate Business Support Services for document purges, file room relocations, classification and indexing, audits/inventories, and other projects that require efficient and properly trained resources.
Background ChecksAll access personel undergoes a thorough background check.
Drug Testing ProgramStrict employee drug testing
Confidentiality AgreementAll employees sign an agreement
A Personalized Approach You Can Trust
By focusing on the Greater Houston Area, VeriTrust provides exceptional local service with a personal touch.
When you call us, you speak to a real person, right away. If you have a records management problem, we are pompt and responsive. You receive a consultative service that looks out for your best interest and security.
Find out how we can protect your business information and reputation through our secure and confidential document shredding services.
Our Solutions
Our resources and consultative approach, leave you with the most tailored and cost effective solution for your business, industry and market.
Our Services
For more than 20 years, we have been Houston’s trusted partner to manage and protect information assets for many businesses, including Fortune 100 companies.
Our Service Areas
Our local presence allows us to fully understand the market and industries we service; enabling a trusted partnership that delivers desired results.
Case Studies
- Retirement Fund Firm Reduces Their Document Management Costs by 41% and Opened Up a New Revenue Stream
- Upstream Energy Company Meets Deadline Crucial to Business Divesture, Through Consultative Approach for Turn-key Scanning Solutions
- Fortune 100 Healthcare Provider Reduces Overall Annual Costs by 27% and Recovers 99.9% of Files Misplaced by Previous Provider