Sectors

Financial

Through our partnership with multiple financial institutions we have designed solutions that support finance professionals

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Helping our financial service clients

Stay ahead of regulatory requirements

Maintain quick and easy access to their documents

Control their information management costs

Create value from their stored files

How we can help

We have a comprehensive range of solutions to support our clients working in the financial services sector. These include digital information management, physical records management as well as hybrid options.

Regulatory compliant solutions

Flexible programs to help stay resilient to the industry’s changing regulations.

The Data Protection Act, Sarbanes-Oxley Act (SOX) and Markets in Financial Instruments Directive (MiFID) have all impacted financial service providers including banks, credit unions and mortgage lenders.

OASIS helps financial service firms stay resilient to change by delivering all-inclusive Records & Information Management (RIM) solutions and support with regulatory compliance.

Single source information management

Offsite data protection, vault storage, and secure destruction services.

OASIS provides financial service firms with customised RIM programs including offsite data protection, secure destruction and digital access solutions.

Whether your firm is archiving vital records, scheduling backup tape rotations or supporting your disaster recovery program, OASIS offers single source RIM solutions to meet your organisation’s requirements.

Secure and green

Secure destruction programs include offsite and mobile onsite shredding.

The Data Protection Act, Sarbanes-Oxley Act (SOX) and Markets in Financial Instruments Directive (MiFID) have all impacted financial service providers including banks, credit unions and mortgage lenders.

OASIS helps financial service firms stay resilient to change by delivering all-inclusive Records & Information Management (RIM) solutions.

What our clients are saying

Clarks Legal logo BOXIT Logo DMH Stallard logo The Princess Alexandra Hospital logo

OASIS provides us with a full records & information management service & to date the relationship between the two companies has worked very well. We have found OASIS’s services to be of a very high standard, with emphasis on security, quality, accuracy & punctual service

Clarkslegal LLP

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I would also like to thank you for helping to make the deal go through as smoothly as possible, we met a couple of speed bumps en route but they were dealt with quickly and efficiently by you and the Oasis team. All in all it was run most efficiently.

OASIS have consistently delivered a quality client focused service. They successfully managed, in conjunction with DMHS, a time sensitive project that saw in excess of 40,000 important documents migrated from our in-house facility to their specialised warehouse.

DMH Stallard (DMHS)

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We have found that OASIS have communicated well on each level & been happy to accommodate our changing needs. Our on going service contract includes the delivery & recall of archived information & this too seems to be working well.

Health Records Department , Princess Alexandra Hospital Harlow

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Financial services FAQs

Yes, OASIS offers several options: from a one-off clean-up to a periodic collection service on a fixed schedule. OASIS can also offer customised service if you operate from multiple locations. In addition, OASIS also destroys media such as CDs, DVDs, back-up tapes and hard drives, and can destroy and recycle your electronic office equipment.

If you make a document request before 4pm, OASIS will physically deliver your document to you the next working day. You can also choose to have the information digitised. Your digitised document will then be made available in our inventory management system exclusively for you.
OASIS can deliver your retrieval as follows:

  • Digitally via ‘scan on demand’ in our online inventory management system OASIS Bridge
  • Physically via the secure transport of OASIS
  • Physically for inspection in our record centre
  • Physical transport in your own control. You collect the documents yourself from our record centre.

Urgent retrieval: If the urgent request is made during office hours, you will receive the physical documents within 3 hours or within 2 hours if you wish to receive the documents digitally. Different service levels are possible in consultation.

Our digital solutions enable organisations to process documents from multiple sources in both physical and digital form. Documents can be easily shared between departments through an intelligent workflow. You can add, modify or delete business processes yourself, through our user-friendly workflow module.

We use barcodes to organise and track all media stored in our vault. With our web-based client program, you can go online to manage your offsite media, request services, or run reports.

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