For credit unions and community banks
A box of member files can’t be logged, backed up, or audited.
Paper is the one part of your records estate with no controls around it. We digitize it adhering to established Protected B standards, then secure and shred the originals on your word.
Trusted with a digitization project for a prominent member of Canada’s financial sector.
Why it matters
Average Canadian data breach. The highest figure on record. Our six levels of security exist so that your member files are never part of that story.
IBM Cost of a Data Breach Report, 2025, Canadian organizations
Security standard, applicable to the personnel who prepare, scan and index your files.
Yes, We Scan! standard practice on every project
To retrieve any member file once indexed, down from days spent searching a storage room.
Yes, We Scan! clients, in their own words
What we scan
Every box in the back room, made searchable.
Files in any condition: stapled, flagged, folded or bound. We prepare them by hand, scan them, reassemble them if you want the paper back, and OCR every page so a single name or file number finds it.
- Member files and account applications
- Loan and mortgage files
- Signature cards
- Board and audit records
- HR files
“This is to confirm how pleased we are with your document digitization services on behalf of our Client, a prominent member of Canada’s financial sector. Your staff have been exemplary … This successful project has directly [led] to additional ongoing work with the client.”
Trusted with the records of
Financial services
Security services
Engineering
Law firm
Business
Municipality
“We have access to all our files at the tip of our fingers with all the files on the network.”
formerly Advantage Securico“This high security project required detailed scanning and indexing of confidential medical records … it was completed in the promised time and on budget.”
Questions
Asked before the first box.
How are member files protected?
Under six levels of security, by one or two Protected B credentialed employees under our mutual NDA, in a facility with no street-level access.
What happens to the paper afterwards?
Returned, stored with 48-hour recall, or securely destroyed on your signed instruction, with a certificate of destruction.
Can we check the work before we pay?
Yes. Invoices come with the deliverable, and you choose boxes to review before paying.
Free checklist
Member files: closing the paper gap
Seven steps to bring paper member files under the same control as everything else you manage.
- List every kind of paper record you hold: member files, loan and mortgage documents, signature cards and board minutes.
- Check what you must keep, and for how long, under FINTRAC and your regulator (FSRA in Ontario), before anything is moved or destroyed.
- Start with the files that can’t be logged, backed up or audited today.
- Choose the fields staff search by, such as member number, account number, name and date, and index by them.
- Keep a chain of custody and a sealed-box log for every box that leaves the branch.
- Limit who can open the digital files by role, and keep a record of who does.
- Get a certificate of destruction for any originals you destroy.
The free trial box
Try us, at no charge.
Give us a bankers box of typical records. We will scan and OCR them into searchable PDFs, named to your specifications, and return them within two business days.
Or call Robert: 613-223-7359
For organizations with a real project. Free Trial Terms apply.