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| Important: Please route this briefing to the person responsible for record retention. | |
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Did you know... A subscription to Record Retention Online gives you more than just database access? Has your institution subscribed to RecordRetentionOnline? It's fast becoming the cost-effective solution for your record retention issues. Remember, in addition to the results you get when searching the database, you'll have access to one of the most highly respected experts in the field. BOL Record Retention Guru Carolyn Jones literally wrote the book on record retention and with your subscription she'll be available to help answer those thorny questions that arise from time to time. Check out the site, and then subscribe! You'll see why RecordRetentionOnline is fast becoming the most popular solution for staying in compliance.  During the past year, more than 300 records were added to the Federal Schedule database (which already held more than 4,000 records) and it was updated five times! Current subscribers don't need to worry! Everything is kept up-to-date. Records are continually being updated and added to this area. If your institution is not yet a member, subscribe now!  With so many entries in the Federal Retention Schedule, you probably wonder what a sample report would look like. We've made that simple by providing a sample for you. Check out the demo!   Have you checked out the Record Retention State Availability Map Lately? Click on the graphic to access the larger map, where you can see at a glance the status of State/Federal Schedule availability or what is coming soon. Just mouse-over your state. If you haven't yet subscribed, check for your state and subscribe today!   The Record Retention Online product is very user friendly, making it quick and easy to look up the retention lengths of records. I am also very comfortable with the timeframes recommended by the schedule. The guidelines are conservative enough to satisfy legal requirements, but they avoid advocating keeping items forever.Kelly van Valey, SVP Retail Banking Officer, First Heritage I have subscribed to Record Retention Online since 2004 and am happy to have the resource available. Looking up schedules is at my fingertips with a quick response time and more information than I could find in any one place. I like the ease of use and the quality of the information. The service delivers value at a reasonable price.
Arnette Grossweiler, NCCO, Meriwest Credit Union I love the online record retention service. The electronic format accurately reflects the information in the record and is accessible by statute, regulation or law. The bank uses the system to remain in compliance with applicable state and federal laws and regulations. This service saves the bank a lot of time and has created efficiencies throughout the bank.Stephanie Moushon, CRCM, CCS, ViewPoint Bank  Carolyn Jones, founder of Record Retention Online and President of Financial Records Consultants, has made a software package available that will help you track and manage your records in an organized, straightforward way. It is called FRC Record Center. This is the tool you need to always maintain compliance with federal laws and regulations for all of your stored records. Reports, customization and a powerful search utility that allows wildcard searches and date-range searches allow you to view your records one at a time or in a table. You can retrieve exactly the records you need for your reports. A normal demo takes about 45 minutes. You can join and exit the demo at any time. No more than 5 people will be attending any one demo. It costs nothing. You will not be charged anything and you are under no obligation to purchase anything. Join a Demo and see for yourself. You'll be glad you did! |
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