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Formal Document Retention Policy

Question: 
Do we need a formal document retention policy?
Answer: 

Nearly 75% of all banks claim to have formalized document retention policies. Virtually every institution should have one, regardless of asset size. Check with your compliance office or internal compliance department before making any retention decisions.

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Download a study of 94 banks’ retention policies:
http://go.accusystem.com/document-retention/.

Vendor: 

AccuSystems is a leading provider of bank document management and imaging software. Trusted by more than 14,000 community bankers worldwide, the company offers a portfolio of software applications that automate exception tracking, reduce reliance on paper documents, and streamline audits. Chat with us, register for a free webinar, or schedule a risk-free demo. Call today: 800-950-2550.

First published on 09/27/2015

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