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Reynolds delivers scanning solutions purpose-built for financial — backed by 55+ years of regulated-industry experience and 100% client retention.
These are day-to-day workflows Reynolds can configure for financial organizations.
Index by client ID, account, and document type — exportable to your CRM or trust accounting system.
Capture for broker-dealer recordkeeping, with WORM configuration and audit trails handled in the records system.
Indexed by loan number, borrower, and stage — supports credit review, audit, and SOX controls.
Retention-scheduled storage for SOX-relevant documents and tax workpapers, using the institution's approved schedules.
Convert paper records to searchable digital files with audit-grade quality control.
Founded in 1970, Reynolds supports regional financial institutions with SEC 17a-4 recordkeeping and SOX-relevant retention programs, serving clients including Santander.
Broker-dealer recordkeeping
Sarbanes-Oxley readiness
Payment card data security
Practical guides from the Reynolds Resource Hub on scanning.
A definitive guide to scanning books and bound volumes for government, archives and records teams: overhead V-cradle vs. destructive methods, the DPI and OCR settings archival capture requires, fragile-volume handling, per-page cost, throughput, and how to choose a method.
A definitive guide for healthcare HIM and operations leaders on electronic medical record scanning: the difference between back-file and day-forward conversion, the HIPAA Security Rule safeguards a project must meet, how scanned charts are indexed and imported into Epic and Oracle Health, what the work costs per page, how long digital records must be kept, and how to choose a HIPAA-compliant vendor.
A definitive guide to large- and wide-format scanning for AEC, government and manufacturing teams: ANSI, ARCH and ISO sheet sizes, wide-format scanner specifications, the DPI line art and permanent records require, CAD and GIS output, archival standards, per-drawing cost, and how to choose a method.
Get our SEC 17a-4 scanning checklist — WORM requirements, retention planning, and SOX preparation steps.
Review the practical reference and contact Reynolds with questions.
The Reynolds team will review your financial requirements and follow up about the appropriate next step.