DeVries Business Services for Financial Services

A smiling financial services professional is shaking hands with a clientFinancial services firms face stringent regulatory requirements every day. From GLBA compliance to SEC regulations, your organization must maintain the highest standards for data protection and document management. DeVries Business Services delivers comprehensive solutions designed specifically for banks, credit unions, investment firms, and financial advisors throughout Eastern Washington, Oregon, and Northwest Idaho.

We understand the unique challenges you face. Client confidentiality is not just a best practice, it’s a legal requirement. Our services help you meet compliance obligations while improving operational efficiency across your organization.

Shredding Services

Financial institutions generate volumes of sensitive documents containing account numbers, social security information, and transaction records. Every page requires secure destruction to protect your clients and your reputation. Our shredding services ensure complete compliance with federal and state regulations.

We provide NAID AAA Certified destruction services, the highest security standard in the industry. This certification demonstrates our commitment to protecting your confidential information through every step of the destruction process.

Comprehensive Protection Options

  • Scheduled shredding with regular pickups that fit your workflow
  • Onsite mobile shredding for immediate destruction at your location
  • Secure collection containers placed throughout your facility for convenient document disposal
  • Hard drive destruction for outdated computers and electronic storage devices
  • Certificate of destruction provided after every service for your compliance records
  • Chain of custody documentation that tracks materials from collection to recycling
  • Locked security consoles available in multiple sizes

Records Management

Financial regulations require document retention for specific timeframes. Some records must be kept for seven years, others for decades. Managing this volume of paper in your office wastes valuable space and creates retrieval challenges.

Our records management solutions provide secure offsite storage in climate-controlled facilities. Your documents remain protected and accessible whenever you need them, without consuming expensive square footage in your building.

Smart Storage Solutions

  • Secure storage facility with 24/7 monitoring and restricted access controls
  • Barcoded inventory system for fast document retrieval and accurate tracking
  • Online portal access to view your stored items and request retrievals
  • Same-day or next-day delivery service available throughout our service area
  • File indexing services to organize and categorize your stored materials
  • Automatic destruction scheduling when retention periods expire
  • Climate-controlled environment protects documents from deterioration and damage
  • Disaster recovery protection with geographic separation from your primary location

Moving Services

Branch relocations, mergers, and office expansions require careful planning. Financial institutions cannot afford disruptions to client service or security breaches during transitions. Our professional moving services ensure your relocation happens smoothly and securely.

We specialize in file room moves and office relocations that maintain document integrity and confidentiality throughout the process. Our team understands the sensitivity of financial records and handles everything with appropriate care.

Complete Relocation Support

  • Detailed move planning and project management from start to finish
  • Secure file room relocation with chain of custody documentation
  • Office furniture installation and space planning services
  • IT equipment moving with proper handling of computers and servers
  • Weekend and after-hours moves to minimize business disruption
  • Color-coded labeling system for organized unpacking and setup

Call us at (866) 433-4691 or complete the form on this page today!

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Service Areas

Service Areas

Serving Spokane, Eastern Washington, Northern Idaho and Northeastern Oregon