• Major Clients: Susquehanna Bancshares, Gateway Community Bank, Bank of Whitman, Perkins State Bank, Meriwest Credit Union
  • Year Founded: 2004
  • Fulltime Employees: 35
  • Active Clients: 79
  • Client Retention Rate: 92%
 
About - Record Retention Online

Financial Records Consultants (FRC) brings you Carolyn Jones’ twenty plus years of Banking Record Retention experience to the financial industry!
Maintaining your records can be a very costly and time-consuming job. With more than 4,000 record retention guidelines in the online database, FRC provides you with an up-to-date and easy method for determining exactly how long you should be holding onto your information. As important as it is to maintain your records, it’s equally important to know when they can be destroyed. How do you keep on top of all this information? How can you be sure that you’re seeing the most current guidelines? How will you track changes to existing rules? With Record Retention Online! Here’s a service that should be used in conjunction with every institution’s recordkeeping policy and procedures. Read more about this exciting product and how it can become an indispensable and valuable service.

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