Accurate, secure and
compliant record
management for the
finance sector

Accurate, secure and
compliant record
management for the
finance sector

Streamlined Record Management Solutions Tailored for Your Financial Institution

DSM offers comprehensive records management solutions tailored to the unique needs of the finance industry. With over 26 years of experience, we understand the critical importance of information security, regulatory compliance, and efficient access to your sensitive financial documents. Our services address crucial challenges financial institutions face, including strict retention requirements, audit preparedness, and the need for quick retrieval of customer records. Trust DSM to safeguard your vital financial documents, from client portfolios and tax records to regulatory filings and historical transaction data.

Service Overview

Secure Physical Storage:

Protect sensitive financial records in our 24-hour supervised, climate-controlled facilities with advanced security measures.

Digitisation Project:

Convert paper records to searchable digital formats, enabling quick access and improving operational efficiency and collaboration.

Secure Document Destruction:

Safeguard your businesses’ and clients’ privacy with our certified document shredding and destruction services.

Service Overview

Secure Physical Storage:

Protect sensitive financial records in our 24-hour supervised, climate-controlled facilities with advanced security measures.

Digitisation Project:

Convert paper records to searchable digital formats, enabling quick access and improving operational efficiency and collaboration.

Secure Document Destruction:

Safeguard your businesses’ and clients’ privacy with our certified document shredding and destruction services.

Why DSM?

Industry-specific expertise in financial records management

Advanced security protocols to protect sensitive financial data

Rapid retrieval systems for improved customer service and audit readiness

GDPR Compliant with ISO 27001 Information Security & ISO 9001 Quality Certifications

Customisable solutions to fit your institution's unique needs

Helpful Resources:

Download our ISO 27001 Information Security Certification and ISO 9001 Quality Management

Financial Records Management Best Practices Guide

Regulatory Compliance Checklist for Financial Institutions

Blog

Understanding GDPR Principles: A Guide for Financial Services and Accountants

The General Data Protection Regulation (GDPR) is a comprehensive data protection regulation that applies to all organisations operating within the EU, as well as those outside the EU that..

Financial Services Records Management: A Hybrid Approach with DSM

In the financial services sector, managing a vast array of documents can be particularly challenging, especially when it comes to integrating paper records with digital files.

Top 10 Best Practices for Records Management in Financial Services

Effective records management is crucial for financial institutions, given the sensitive nature of the data they handle and the stringent regulatory requirements they must comply with.

Case Studies

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See What Our Clients Say

Talk to our Team

We’re here to assist you with any questions or needs you may have.
Call us at +353 61 332 206, email info@dsm.ie, or fill out the form.