BankRecordKeeping.com provides an online database of record retention guidelines
Title
Record Retention Online - An Online Guide to Bank Record Retention
Description
BankersOnline.com (BOL) and Financial Records Consultants (FRC) entered into a joint venture that will now bring Carolyn Jones' twenty plus years of Banking Record Retention experience to the banking community!
Maintaining your records can be a costly and time-consuming job. With more than 4,000 record retention guidelines in the online database, our job is to provide 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 procedures. Read more about this exciting product and how it can become an indispensable, and valuable service.
Carolyn Jones, Founder, President and CEO of Financial Records Consultants, started in the banking business in 1982. She started the consulting firm of Financial Records Consultants (FRC) in 1985. By the end of 1986, she had implemented her retention program in five of the largest financial institutions in Chicago. In 1988 she wrote her first "Guide to Bank Record Retention" for the Illinois Bankers Association. Since that time she has added to her client list: Indiana, Florida, Kansas, Missouri and Washington Bankers Association(s). Besides the numerous guides for Illinois, all of the mentioned associations have published two or more guides. Other states have been marketed independently and, to date, approximately 50 guides have been written. These Guides are considered "best sellers" and have sold to between 75 and 100% of each client association's members. With Record Retention Online, her expertise and guidance will now allow bankers to stay up-to-date and in compliance with the changing schedules, regs, and laws.