Store your business’ essential documents securely offsite to save space and ensure compliance.
Protect your business’s digital media in a secure, climate-controlled vault.
Preserve the safety and integrity of biological samples, pathology slides, and critical medical materials with secure, climate-controlled storage.
Optimize storage for pallets and bulk items with secure, scalable solutions ideal for growing businesses.
Secure your essential records like wills, evidence, trusts, and legal documents in our vault.
Easily manage and track your inventory online with Corodata’s secure and user-friendly Client Portal.
Need storage boxes? Order Corodata’s durable, secure boxes online in just a few clicks. Keep your records organized and protected.
Access your physical documents digitally with Corodata’s Scan on Demand service. Deliver secure, on-request scans directly to your device.
Digitize large quantities of documents efficiently with Corodata’s High Volume Scanning. Ensure quick, secure, and accurate conversion to digital files.
Securely access your digital and scanned documents anytime from your desktop, tablet, or phone with CoroVault.
Keep your business compliant and secure with our NAID-certified paper shredding services.
Securely dispose of IT assets with secure data destruction and responsible recycling.
Prevent data breaches with certified hard drive destruction, fully wiping data and ensuring compliance.
Host a shred event to provide secure shredding services to your community at a central location with our mobile shred truck.
We offer a range of secure, locked shred bins and consoles designed to safely store confidential documents and files. Explore our available options today!
Stay informed with the latest records management tips, industry news, and expert insights.
Unlock free exclusive ebooks, templates, and checklists to streamline your business operations.
Access free on-demand webinars to master Corodata’s client portal.
This guide reveals exactly which business records to keep and for how long.
Safeguard your business operations and speed up recovery during a crisis by completing this disaster recovery plan.
Easily maintain HIPAA compliance with our comprehensive checklist.
Since 1948, we have delivered secure records management solutions to help businesses confidently protect and manage their information.
Financial records management for banks, credit unions, lenders, and financial services firms, including secure document storage, media vaulting, shredding, and scanning.
17,000+
Clients Served
9,000,000+
Record Storage Boxes Stored
75+
Years In Business
Corodata has provided financial records management services to California's banks, credit unions, accounting firms, lenders, and wealth managers since 1948. As the largest independent records management firm in California, we serve more than 17,000 clients from secure facilities in Northern California, Los Angeles, Orange County, and San Diego. Financial institutions operate under some of the strictest regulatory frameworks in any industry. From offsite document storage and bank document management to certified financial document shredding, our services are built for the compliance, security, and retrieval demands of the financial sector, backed by SOC 2, NAID AAA, and PRISM Privacy+ certifications.
Corodata addresses each of these challenges with a complete suite of records management services, built specifically for the demands of the financial sector.
We provide secure offsite document storage for financial institutions, with options to store records in our secure warehouse or within our climate-controlled vault for higher-value and more sensitive materials. So, whether you're storing loan files, account-opening documents, signature cards, or audit workpapers, your records are protected by strict access controls, 24/7 monitoring, and a documented chain of custody.
We provide climate-controlled media vaulting for the backup tapes, hard drives, and digital media that financial institutions rely on for compliance and continuity. Whether you're storing core banking system backups, encrypted customer data, or disaster recovery copies, your media is protected in a fire-suppressed, environmentally monitored vault with access controls and a documented chain of custody.
We provide NAID AAA-certified financial document shredding and media destruction services to help financial institutions safely dispose of records once retention requirements are met. Our shredding services protect your business from data breaches, reduce liability, and ensure compliance with documented Certificates of Destruction for every job.
We provide document scanning services that allow financial institutions to access records digitally while preserving original documents. From scan-on-demand to high-volume, bulk scanning, we convert physical records into secure, searchable digital files. This hybrid approach supports faster access, improved audit response, and reduced reliance on paper, without compromising security.
Talk to Corodata about building a financial records management program for your institution. From offsite storage and media vaulting to certified shredding and ITAD, every service is built to keep your records secure, compliant, and audit-ready.
Financial institutions face a unique combination of regulatory pressure, security risk, and operational complexity that few other industries match, making the right records management partner a critical part of staying compliant and audit-ready.
Financial records are governed by overlapping regulations, including SEC Rules 17a-3 and 17a-4, FINRA Rule 4511, GLBA, SOX, and FACTA. Each carries its own retention requirements, audit trails, and destruction standards.
Financial records contain some of the most sensitive personal and financial data in any industry. A single breach can trigger regulatory penalties, class action exposure, and reputational damage to an organization that lasts for years.
Most financial institutions operate in hybrid environments, with decades-old paper records alongside active digital systems. Managing both formats under a single retention policy requires infrastructure that organizations rarely build in-house.
Offsite records storage and media vaulting provide the geographic redundancy that vital financial records, backup tapes, and core system media need to survive fire, flood, earthquake, and cyber incident.
Our financial document storage and destruction services support compliance with the regulatory frameworks that govern financial institutions, including FINRA, SEC, GLBA, and FACTA. Our SOC 1, SOC 2, NAID AAA, and PRISM Privacy+ certifications are independently audited and renewed annually.
Every record is barcoded at intake, logged into our inventory management system, and tracked through every movement, from pickup to storage to retrieval to destruction. Documented chain of custody is the difference between a records program that passes an audit and one that cannot defend itself.
We provide NAID AAA certified paper shredding, hard drive destruction, and IT asset disposition for retired servers, laptops, and storage media. There is a documented Certificate of Destruction for every job, with a paper trail that’s built into the process from intake through final destruction.
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