financial services

Australian financial institutions, including superannuation, fund managers and financial services, have a unique set of challenges when it comes to management of records and customer data.

In addition to organisational requirements, records for account privacy and confidentiality are subject to a wide range of compliance and regulations. After all, when it comes to information confidentially, security and privacy, there is none so important as your financial records.

Every business record has a life cycle and they need to move smoothly and securely through your business from the moment they're generated via a variety of stages until eventually they require disposal.

With a broad range of records requiring retention in this industry, most should be kept for seven years from the last day of the recorded transaction, with only a few exceptions.

Centralised information management solution

Having a centralised solution to store and manage your information will help ensure that you have full visibility of your data and that you are compliant with all regulations.

Compu-Stor are industry leading professionals in providing a range of services to manage your sensitive information. We are constantly evaluating our services against the changing landscape of the financial sector compliance regulations. Our continually updating of compliance conformance takes the pressure off our customers, leaving them free to run their own businesses, knowing they are backed by our fully adherent processes.

Compu-Stor's full suite of services cover some of the most impactful areas of business compliance, including:

Having a centralised solution to store and manage your information will help ensure that you have full visibility of your data and that you are compliant with all regulations.

Compu-Stor offers a comprehensive set of records management products and services for financial institutions. All our services are delivered by records management experts with extensive experience in the financial sector.

To find out more about our tailored records management solutions for your financial services business, contact our experienced team today on 1300 559 77 or request a quote today.

Quote Request Call us on phone 1300 559 778