Canaccord Adams, a leading independent Financial Services firm, selects Retrievex to manage their records inventory, saving over 50% on records storage.

March 13, 2009

Canaccord Adams, a leading independent Financial Services firm, selected Retrievex to consolidate and manage their vital records, reducing costs and establishing a current, compliant inventory of all records stored off-site.

“Canaccord Adams used to store approximately 1,000 boxes of records between two separate vendors. Retrievex was able to consolidate all of these records from both of these vendors without us missing a beat. The transfer was actually a great way for us to re-familiarize ourselves with some of the records that had been in offsite storage for years. Once the descriptive data of each box was transferred into the Retrievex web-based RecordsLink system, we were able to destroy several boxes of older records, as well as apply retention policies to others. RecordsLink also allows us complete access to all of our records in storage without the use of hand-written transmittal forms that the other vendors use. Best of all, Retrievex reduced our overall annual records management cost by more than 50%!”

Krissi Diachisin, Office Manager, Canaccord Adams.

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