Banking Records Management Services

Imagine having all the convenience of immediate access to any financial record, without having to worry about security, overflowing storage space, or spending hours tracking down an elusive file.


We take care of your banking records storage and management for you

Corodata’s comprehensive suite of banking records management services can make that dream a reality. At Corodata, we have the training, the accreditation, and the infrastructure to securely manage and store the financial records that your business depends on.

Our objective is simple – we aim to deliver the best possible service at the best possible price, all without compromising security, integrity, and order.

Actively retrieve banking records

Actively retrieve banking records

File retrieval is just as easy – any single document, banking record, or whole box, can be delivered whenever you need, and on a flexible schedule. With extensive security protocols including a complete chain of custody, you never need to worry about your banking and financial records during storage or transit.

banking records management

Properly retain archived banking records

Rather than wasting valuable office space on records and document storage, and squandering time combing through boxes, let Corodata help with your banking records management. Our expert team will pick up your complete file archives, barcode, and add your items to our inventory management system.

SSAE 16

SSAE 18 Type II Compliant

Kirkpatrick Price works with Corodata to internally audit our policies and procedures demonstrating we have the proper controls in place. They have deemed us compliant for SSAE 18 by following a documented process.

Hiring process

Stringent Hiring Process

All Corodata records management and storage services are performed by employees who go through rigorous background checks performed by Insite Investigations. Some of the checks performed include 7-year count and nationwide criminal search, employment verification for the past 7 years, and E-Verify program.

paper and document shredding

Shredding for Secure Destruction

Corodata offers secure paper shredding and hard drive and media destruction services for when your documents have reached retention. Secure shredding keeps you in compliance and helps you avoid disasters.

scan on demand

High-Volume Scanning

With Corodata’s high-volume scanning services, we will integrate your documents and records into a fully searchable database. Your bank and financial records will be readily available and accessible whenever you need them.


We’re the experts in Banking Records Management

We’ve got a proven track record of security, regulatory compliance, and success. By partnering with Corodata, you receive the benefits of:

  • Secure facilities with 24/7 video surveillance monitoring
  • The expertise of skilled employees trained specifically in records management
  • Excellent customer service and quality care
  • State-of-the-art scanning technology
  • Easy online access to your documents and records via our web portal
  • Full regulatory compliance with certifications such as HIPAA, FACTA, FDA, and more

Specialize in storing

  • Contracts
  • Service agreements
  • Banking records
  • Financial statements
  • Personnel files