Financial services
Contact SalesUnlock new opportunities for financial services
With decades of experience partnering with financial institutions of diverse scope and size, we understand the challenges you may be facing.
Whether you seek a digital solution for legacy records management, or require secure offsite access to stored data and images, we help maximize the power of your data.
Leverage our wealth of expertise and meet these industry challenges head-on
What if I have an inconsistent customer experience?
How do I handle out-of-control operating costs?
What can I do to avoid compliance complications?
How can I go about satisfying environmental, social, and governance (ESG) factors?
- 65
We’ve spent close to seven decades partnering with financial services customers
- 2,500
Of top financial services institutions choose us
(International Banker) - 46/50We work with 46 of the top 50 US banks
- 95%+Of financial services firms rely on our valuable solutions to help run their businesses
View industry use cases
Regional bank securely disposes of IT assets with Iron Mountain secure ITAD
Our solutions to elevate your financial institutions
Iron Cloud data management
Strategic cloud data management and secure data storage with a trusted partner
Iron Mountain Clean Start
Reduce risk, improve productivity, and enhance sustainability as you elevate your workplace
InSight Intelligent Document Processing
Digitize, store, automate, and unlock the power of your data through the power of automation
Document scanning and digital storage
Transform your business and centralize your information with digital scanning and storage
Smart Sort
Efficiently unmingle your commingled files—all without a complex, labor-intensive discovery project
Frequently asked questions
We’ve got your back with answers to some of our frequently asked financial services questions.
I thought Iron Mountain was just a shredding and storage company. Are there other areas of expertise you can offer my organization?
Being in the financial services industry, how does digital transformation apply to my organization?
Iron Mountain works with more than 90% of Fortune 1000 companies, including many that are financial organizations. Although digital transformation may look different for each organization (i.e. small to midsize bank, commercial bank, credit union, mortgagor, lender, asset management firm, insurance company, etc.), most struggle to marry old with the new—combining legacy customer data stored on tapes or paper with new transactional data. Our goal is to help you overcome business challenges and improve productivity and efficiency through workflow automation, governance, and digitization of information. Some common themes may be:
- Unlocking the value of paper-based customer information through digitization
- Mitigating compliance throughout the lifecycle of your customer data and digital records
- Creating and automating workflows for efficient use and access
- Enabling paperless and digital back offices
How does Iron Mountain support financial services organizations with data and IT security?
Our financial organization needs help adapting our workplace to the rapidly changing hybrid workforce requirement. Is Iron Mountain able to assist?
Yes. In fact natural disasters, mergers and acquisitions, reduction of physical footprint (branch closures, operational centers downsizing, office relocations, and consolidations), increased remote workers, and staffing impacts may increase the need to reassess your existing business model. Our team can help determine the overall outcome of these impacts and create a plan to help you:
- Clean up physical office space and real estate
- Clean up legacy records
- Reduce/eliminate paper and other physical media
- Navigate a dynamic supply chain environment
- Discuss a combined strategy that may include data and IT security and digital transformation solutions for the most optimal outcome
What do you mean by sustainability and environmental, social, and corporate governance (ESG) for our financial services organization?
At Iron Mountain, we partner with our customers in a manner that is environmentally responsible and focus on reducing our use of fossil fuels through more sustainable practices. Our team of experts can assist your organization with claiming renewable energy credits (RECs) for use towards your net-zero goals. We also offer solutions that can help your financial company:
- Create and achieve nature-positive goals; achieve net-zero pledges
- Provide accurate and timely reporting on ESG initiatives to stakeholders and regulators
- Select vendors that align with (or help you achieve) your commitments
- Enable a circular economy