From banking and insurance to mortgages and loans, Iron Mountain offers myriad digital transformation solutions within the financial services industry.

Financial services

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Unlock new opportunities for financial services

In financial services, the ability to leverage information and business data efficiently and strategically is paramount. We are proud to be a trusted partner to financial services organisations worldwide, delivering comprehensive information management that makes data accessible, compliance achievable and security a priority.

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  maximise the power of your data.

Are your competitors getting more value from their information?

Unlocking the value in information is essential for your success. But competition, increased regulation, explosive information growth and customer service expectations put more and more pressure on your information management programme. Our financial services solution will help you manage:

  • Paper records, including mortgages and wills
  • Electronic records, including retail accounts and transfers
  • Credit and commercial account files
  • Signature cards
  • Human resources files

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Leverage our wealth of expertise and meet these industry challenges head-on

What if I have an inconsistent customer experience?

Customers today have ready access to the tools they need to compare financial institutions. They can just as easily switch their bank, insurance company, or mortgage lender. Without an exceptional customer experience, they won’t stay invested in a financial institution for long.
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Our services are structured to support both your financial institution and the entire lifecycle of a customer’s journey. From that first consultation to years down the road, we partner with you to provide increased personalisation, digitalisation, and rapid response to data requests.

How do I handle out-of-control operating costs?

Controlling costs is an inevitable, ever-present necessity for the financial services industry, and those costs can add up quickly. But why should you have to choose between providing outstanding customer service and your bottom line?
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Our technologies provide a way for you to cut costs without cutting services. Standardisation and digitisation can maximise process productivity, and advancements in artificial intelligence (AI) allow fast—and accurate—intelligent document processing. And that’s not to mention the savings in office real estate when you utilise our secure offsite storage solutions.

What can I do to avoid compliance complications?

In one of the most highly regulated industries, financial services organisations face strict compliance and regulatory standards. This requires a well-structured records and information management program, which in turn takes more time, budget, and resources.
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These regulations are in place to not only reduce the risk of security and privacy breaches, but also meet specific legal requirements and improve business continuity in the case of business disruption. Iron Mountain has more than 70 years of experience in the areas of compliance, governance, and regulation; we’ll give you the tools to protect and extend the potential of your information.

How can I go about satisfying environmental, social, and governance (ESG) factors?

Companies strive to have a positive impact within their organisations, within their communities, and beyond. A focus on ESG initiatives is essential for business growth and resilience.
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With Iron Mountain’s commitment to sustainability and other ESG initiatives, we’ll help you achieve goals that will lead to a positive perception within and about your organisation.
  • 65
    We’ve spent close to seven decades servicing the needs of financial services customers
  • 2,500

    Of top financial services institutions choose us

  • 75%
    Reduction in money laundering case resolution times through the use of AI (Attivio)
  • 90%+
    Of financial services firms rely on our valuable solutions to help run their businesses

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Why work with Iron Mountain?

Why Iron Mountain?

Our comprehensive strategies help you address all your information management challenges. With decades of experience in information storage, protection and recovery for customers in financial services, we understand the industry and can deliver trusted solutions.

But you don’t have to take our word for it. Our case studies speak for themselves:

  • Learn how a leading investment management and financial advisory business standardised processes and saved money
  • See how a leading finance provider in the Netherlands improved storage and retrieval
  • Discover how a large bank benefited from scanning, storage, and processing

View Case Studies

Everybody jumped on the digital bandwagon 10 years ago, and nobody thought about purging.
Amy KeithPhysical Security Officer and Business Continuity Plan Manager, Purdue Federal
Our goal was to find a single vendor that offered an unbroken chain of custody and was able to destroy paper records in a secure, ecologically friendly manner
Program Manager, Regional financial institution
Sustainability is very important to us, and the Green Report is a phenomenal help. It’s clean, concise, and something we’ll continue to use well into the future.
Vice President, Top Fortune 500 financial institution
In selecting a service supplier, one of the most important aspects was quality of service. Iron Mountain performs very well and delivers against the required service level to our satisfaction
Raphael LamskemperHead of Document Logistics, Germany, Zurich Service GmbH

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 organisation?
Yes. Iron Mountain can help your financial services organisation protect, unlock, and extend the value of your information and assets, whatever they are, wherever they are, and however they’re stored. Our goal is to help bridge the gap between paper, digital, media, and physical through secure workflows and business processes, in a manner that is environmentally responsible. Whether your goal is digital transformation, data and IT security, optimising your workplace and workspace, or sustainability (ESG), our team is ready to partner and help you design and execute the desired future state of your organisation. 
Being in the financial services industry, how does digital transformation apply to my organisation?

Iron Mountain works with more than 95% of Fortune 1000 companies, including many that are financial organisations. Although digital transformation may look different for each organisation (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 digitisation of information. Some common themes may be:

  • Unlocking the value of paper-based customer information through digitisation
  • 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 organisations with data and IT security?
Our Iron Mountain team can partner with your organisation to create an enterprise-wide strategy that can lower risk exposure across your IT assets, personal devices, sensitive files, and records and maximise your use of data centers. We specialise in working with financial organisations that require a secured process and provide dual custody throughout the handling of your IT assets. Our customers trust us with assets from bank branches, insurance offices, bank operational centers, mortgage processing locations, and more.
Our financial organisation 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/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 organisation?

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 organisation 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
How can I securely dispose of expired IT assets from my bank or financial institution?
Our secure IT asset disposition (ITAD) services can do just that. For example, one small regional bank we've worked with needed to safely and securely dispose of IT assets across five branches and a datacenter in order to begin a massive upgrade to its backend and customer-facing technologies. Here's how our solutions saved this particular bank in terms of data security, cost, and risk.

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