Enterprise Content Management for the Financial Industry

Young Stock Trader Shows to the Executive Managers Cryptocurrency and Trade Market Correlation Pointing at the Wall TV.

A Clear Competitive Advantage

ahead of the curve

Lead the way, leagues ahead of the competition with URM’s powerful, ever-improving technologies for a faster, more efficient, more practical workflow.

We Understand the Challenges Presented by the Financial Industry:

  • Highly competitive environment
  • Rapidly evolving industry
  • Regulated security standards
  • Long-term document retention policies
  • Clerical errors can be detrimental 
  • Apprehensive clients need reassurance

And We Help Your Business Overcome Them:

Easily Extract information

from forms, applications, contracts, checks, identification cards, remittances, and other financial documents. Capture and convert structured and non-structured information to be stored and and shared amongst authorized users. 

Minimize administrative expenses

with software that automates repetitive processes and drastically reduces data-entry time. Improve accuracy with intelligent scanning that delivers error-free transactions and eliminates the human-error in clerical work.

Accelerate access to organized information

by indexing digital and physical documents based on title, content, authorship and customized criteria so that they can be found again with just a few quick clicks. Achieve on-the-go accessibility so that you can assist clients anytime, anywhere. 

Protect Client information

and far exceed security compliance standards with SecureDrive. Regularly maintained and updated, our technology is constantly evolving to stay ahead of today’s sophisticated security threats. We specialize in data security for the absolute toughest of environments. 

Save time and money

with multifunction office equipment with lightning-fast output and user-friendly design to simplify your workflow and increase productivity. We manage your equipment, resolve technical issues, track your cost per print and identify inefficiencies so that you don’t have to. 

STORE PHYSIcal documents Offsite

at our lock-tight storage center to reduce risk and real estate spend. Our state-of-the-art facilities provide the best in secure transport and storage with bonded personnel, precision tracking, real time inventory management, disaster recovery, and 24/7 secure access.

NAID-Compliant destruction and disposal

of electronic or hardcopy financial information. Manage the entire lifecycle of your documents from inventory to emergency back-ups, to secure destruction, so that you and your clients can rest easy. 

Comprehensive Services

Enterprise Content Management (ECM) is the precise collection and organization of information/data so that it is easily accessible to be used in business operations. United Records Management increases our client’s bottom line by designing custom, highly-efficient ECM solutions that are scalable, cost-effective, and easy to use. In order to be effective, records must be correctly categorized, stored, securely archived, and readily found again when needed. 

Our Online Records Management systems allow our clients to track and manage their files at any time in their real-time web viewing portal. Know exactly where your files are – at all times. RSWeb technology manages the lifecycle of all items, so our clients rest assured knowing that they are able to retrieve documents in just a few click with our document retrieval software. Additionally, URM keeps a copy of every data record filed, in the case of natural disaster. 

No matter how big or small your company, United Records Management can provide lock-tight storage for your hardcopy, tape, or electronic documents. Our clients are covered 100% of the time with cutting-edge technology. Our team scans your backup media into a highly secure retrieval system that you can also access at any point. Your information is the most safe and secure when it is in our hands. 

SecureDrive is URM’s proprietary, simple to use hosting service that allows clients to organize and store content, automate workflows, and manage the entire lifecycle of their files and documents securely. It is constantly updated and always evolving to stay ahead of security threats. SecureDrive exceeds the most intense security-compliance needs of the healthcare, financial, and legal industries. 

There is no need to have file cabinets or onsite storage for your databases any longer. URM uses intelligent scanning and cloud solutions for every business to quickly scan, validate, and retrieve large volumes of data accurately. United Records Management has the highest quality control standards in the business for a fraction of the cost, which is why we are the experts preferred by the medical, biotech, and aerospace industries.

We have partnered with Konica Minolta to streamline our clients’ workflow by designing custom systems for more efficient printing in the workplace. We help businesses cut costs and save time by consolidating their current printing systems and implementing a modern, networked printing system that can calculate and track their exact cost per click/print.

URM is dedicated to achieving maximum security and efficiency for your business, and it begins at your content’s inception. We rent and service the finest high-volume printers, copiers and scanners in the industry. Plus, bundling multi-function copiers with other document management services, for example, enables URM to offer the most all-inclusive, cost-effective solutions you will find. 

Think of URM as a full-coverage insurance policy for your documents, data, records and media. We are the leading provider of document storage solutions, offering our clients the best in transport, storage, and digital retrieval, complete with disaster recovery services, backup servers, and temperature controlled vaults. 

Our shredding equipment is designed to destroy high volumes of documents or media anytime. Whether you discard hundreds or thousands of documents, need a one-time or ongoing service, URM is your go-to solution for any information destruction needs. Our services are secure, precise, 100% confidential, and environmentally friendly! 

Clear competitive advantage

Request A Meeting With One of Our Experts

URM Technologies
Instead of piecemealing your solutions, connect the entire lifecycle of your document management. Consult with one of URM Technologies’ experts to learn how you can connect the dots for your entire organization by employing a range of services for a cost-effective, comprehensive workplace document and data content management program.
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