Finance Digitization Services
The leading supplier of storage solutions in any industry providing shelving, lockers, casework & everything in between.
Secure Digitization Services for Financial Records
Our digitization services for the finance industry include one of the most secure chain of custody and document scanning methods in the industry. With the unpredictability of varying interest rates, organization audits from the SEC, and mortgage loan transfers, it’s important now more than ever to have a dependable partner to keep your financial institution in compliance and your files safely out of harm’s way.
The finance digitization experts at Bradford Digital are thoroughly trained in multiple compliance regulations, like PCI-DSS (Payment Card Industry Data Security Standard), SOX (Sarbanes-Oxley Act), & GLBA (Gramm-Leach-Bliley Act), so your business stays regulated and protected against potential PII breaches. In addition, our high-security facility allows us to scan financial documents in a compliant, secure, and controlled environment only accessible by vetted personnel. Take a look at our expanded services below.
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A Practical Path to Financial Digitization
Financial digitization is more than scanning paper and saving PDFs. For banks, credit unions, lenders, and other financial institutions, it is a structured digital transformation that makes records easier to find, govern, protect, and use. Bradford Systems combines secure document conversion with records management and space-planning expertise, helping organizations move from crowded file rooms and costly off-site storage to compliant, searchable information systems.
Assess and Plan the Records Environment
Every project begins with an understanding of the records involved, how employees use them, and which requirements apply. Bradford Systems can help inventory physical files, evaluate the storage footprint, and classify records according to business value and retention needs. The project plan can also map who needs access, how files move through existing workflows, and where digitized records should ultimately reside. This preparation supports a controlled transition while helping teams identify opportunities to consolidate storage and reclaim usable facility space.
Scan, Extract, and Validate Information
During conversion, financial records are handled through a documented chain of custody and processed in a secure environment by vetted personnel. High-resolution scanning creates accurate digital images, while optical character recognition converts printed text into searchable information. Classification and data extraction can capture useful details such as document type, account category, date, or retention status. Quality-control reviews help identify scanning problems and correct OCR errors before files are approved for migration.
For example, organizing loan documentation by record type and date can help an operations team assemble requested materials more efficiently during an audit. Digitizing archived client files can also reduce time spent retrieving boxes from off-site storage while supporting consistent access controls.
Integrate Digital Records and Optimize Physical Storage
Validated files can be migrated into an existing document management system or a Bradford Systems solution. Depending on the organization’s technology environment, digital records may also connect with cloud computing platforms, enterprise systems, and approved digital channels. Searchable metadata supports faster retrieval and can provide a stronger foundation for data analytics, reporting, and timely decision-making.
Not every record can be destroyed immediately after scanning. Files that must remain in physical form can be organized with mobile shelving, vertical lift modules, or automated storage and retrieval systems. This integrated approach allows financial institutions to improve access to digital information while using their remaining physical space more efficiently.
What Are the Benefits of Digitization in Banking?
Three broad types of digitization are document digitization, process digitization, and organization-wide digital transformation. Together, these digital technologies can reduce manual searching, improve audit readiness, support retention policies, and give authorized employees faster access to information. For the financial services sector, the result is a more organized records environment that supports compliance, operational efficiency, and a more responsive customer experience.
Plan Your Next Step
Bradford Systems can help you assess a file room, plan a pilot project, or develop an end-to-end financial digitization strategy. Request the Finance Digitization Brochure or contact our team at 1-800-696-3453 to discuss secure scanning, document management, and space optimization for your organization.
Elevated Document Scanning Security
Financial records are some of the most highly sensitive documents of any person. For this reason, these files must be kept well protected and safeguarded from data breaches and unauthorized access. When we digitize for finance, our established document scanning experts take your files to a safe, secure & controlled environment in our state-of-the-art headquarters. In this highly-monitored area our finance digitization pros will quickly scan, revise, and improve your files using advanced optical character recognition before migrating them back to your institution’s database.
- Classify and store records in accordance to SOX & GLA compliance
- Accurately track, search & manage your digital & physical records’ life cycles
- Retain required financial records for the correct timeframe
- Provide an audit trail and reporting on all types of financial records
- Relocate and reduce your off-site storage costs
- Remain highly regulated and avoid steep compliance fees.
Financial Records Retention & Industry Compliance
The financial industry needs to comply with more regulatory and compliance rules than any other industry, by far. Since the nature of the data collected requires the utmost security and sensitive handling, especially in the digital transformation of moving records from physical to digital. The basis for effectively controlling your organization’s risk management comes down to three things; achieving objectives, addressing uncertainty, and operating with integrity.
Our financial digitization experts are compelled to keep our financial service clients in complete compliance and ensure retention of sensitive financial information for the correct length of time so your institution keeps practicing with confidence and integrity. Contac us today to learn how it’s done.
An All-Encompassing Document Management System
With a solid document management system (DMS) in effect for your financial institution, you can leverage your data to streamline core business workflows, reduce overall risk, and provide easier access to PII & other critical information. We either build you a sweeping document management solution in compliance with regulations like SOX & GLA or migrate the scanned records into your own DMS. This allows for proper handling of special record types like:
- Financial Audits
- Client Acquisitions
- Loan & Mortgage Processing
- Underwriting
- Human Resource Files
- Credit Reports & more
Learn more about our Digitization Services
Fill out the form below or call 1-800-696-3453 to learn how smart lockers can revolutionize your space.
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