The world of finance is seeking new answers to mission-critical information management. Companies are realizing the importance of data integrity to forecast, budget, plan and report operations in a competitive financial market. Additionally, financial institutions are increasingly weighed down with risk. Records management systems must comply with industry standards like Sarbanes Oxley and the Gramm-Leach-Bliley Act. To maintain compliance and accountability, all records need to be secure and demonstrate a complete chain-of-custody referencing creation, modification, movement, and deletion, along with appropriate user, date and time stamps.

For these reasons, financial companies are looking towards Infolinx for complete life-cycle records management software and services. Tracking corporate records as diverse as client portfolios to legal contracts, Infolinx software and compliance methodologies reflect records management best practices including managing retention schedules at multiple levels.

Having provided records management consultation and software services for nearly twenty years, Infolinx has considerable experience helping financial businesses implement strategic and scalable records management solutions, meeting today’s stringent requirements.

• Comply with regulatory requirements such as DoD 5015.2 and Section 508e.
• Manage records from multiple departments all within a single application.
• Implement a browser-based, true thin-client application
• Track records from point of creation through archiving and final disposition
• Implement an unlimited number of security groups restricting access to sensitive records and/or data.
• Maintain complete audit histories for every record.
• Minimize “lost” records with low-impact user compliancy and proven recovery strategies
• Integrate with existing software applications
• Seamlessly integrate barcoding, color-coded labels, and Radio Frequency Identification (RFID)
• Encourage end-user “buy-in” with intuitive interface
• Collaboratively design and implement an unlimited number of retention schedules for the archiving or destruction of records
• Maintain records integrity via proven inventory practices
• Maximize end-user accuracy and efficiency through workflow improvements including automated data entry, records requesting, bulk updating, and merging of duplicate records
• Analyze process metrics identifying bottlenecks and potential workflow improvement areas