Banking Document Retention Study

Download this Banking Document Retention Case Study

This study reports on what other banks and credit unions think about the topic of document retention.

What’s Covered in this Summary Report?

Alogent conducted a survey of 94 community banking professionals. The results of this study provide a unique perspective into how financial institutions approach document retention issues. Please note that this study is for informational purposes only and is not to be taken as guidance or advice for your institution. Seek appropriate legal and compliance counsel before making decisions about retention.

• Policy Updates
• Compliance
• Shredding