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Here's What Some of Our Users Have to Say...
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I’d like to let you know that as the Deposit Operations Manager for Piedmont Community Bank, I find Record Retention Online to be a big help. It is thorough, and if there is something I don’t find right away, I can always get an answer to my email questions. Thank you for providing this service, and I am renewing our subscription.
— Beth Hatfield, Piedmont Community Bank
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Changing from the paper form of record retention schedules to the electronic version through Record Retention Online has made it easier for every department to comply with retention regulations. Instead of having a binder full of papers floating around the bank or people calling one person to look up their information, each department can log on and search for what they need at their convenience. There are no updates to worry about, no pages to be lost and every person in the bank, including the branches, has access to the information whenever they need it. It is a product worth purchasing.
— Karen Beck, First National Bank of Hutchinson
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We have been using Record Retention Online for many years at Community Bank of Manatee. The schedule is very user friendly and has served us well over the years. Thank you for offering this quality product.
— Denise Owen, Community Bank of Manatee
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We have used Record Retention Online for several years and it has proven to be very reliable and user friendly. We really enjoy having both federal and state law requirements at our fingertips. We have also utilized the Record Retention Forum to answer technical questions as well as to see what other banks are asking. It is like having your own personal record retention specialist on staff.
— Michelle Hemerley, Corus Bank
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Bremer was an early adopter of this service. It is used regularly by our legal, compliance, and branch administration teams. The search function is easy to use and the results are reliable.
— Connie Weinman,
Bremer Financial
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The banking industry is subject to significant changes in laws and regulations. Each of those situations exposes us to significant risks for noncompliance, so having one reliable source to go for all our retention schedules, ensures our continued compliance success in the area of record retention.
— Janis Powers SVP RMO, Ohio Valley Community Bank
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We have subscribed to your service for many years. Unlike the “paper” retention schedules we’ve used in the past, Record Retention Online affords us a much better search capability for finding retention requirements for even obscure records and give us confidence that the information is up to date.
— Richard Stanton, Bank of Whitman
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Record Retention Online is an easy access pertaining to information required to be retained by our financial institution. It is a critical guideline for us to follow.
— Wava Baker, Lancaster National Bank
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Citybank has used the Record Retention Online for several years and we have found it very helpful and easy to use. It is a very user friendly system and I love being able to search by a specific department or by all departments at one time. I find it much easier than looking thru a printed guide, and we have been able to keep our internal retention schedule up to date using this system!
— Gina McCaul, CityBank
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Like other banks we need a tool to keep our records retention schedule in synch with the evolving legal landscape. I discussed this with RIM professionals around the country and one of them pointed me to your service. I was glad to find a convenient tool which combined federal and state. When I got my password I tried all the buttons and was pleasantly surprised with the forum and the articles.— Milo Fleck, Mail Stop 989, United Commercial Bank
- “We really like the online record retention service. It’s so easy to use and always up-to-date. We prefer it to the printed record retention books.”— Evelyn Hadjadj, NatBank, Hollywood, FL
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