Unlock AI-powered insights & streamline compliance for financial data

Navigating the digital transformation challenge in financial services

Financial institutions operate in one of the most highly regulated and security-conscious industries. As digital transformation accelerates with AI-enabled technology, organizations must modernize legacy records management systems while ensuring compliance with GDPR, SOX, and PCI DSS regulations, among others. However, many institutions still manage large volumes of physical records, leading to inefficiencies, high storage costs, latency in AI adoption, and compliance risks. Without a secure and scalable solution, financial organizations face challenges in data accessibility, regulatory audits, and operational resilience.

Iron Mountain + AWS: AI-powered compliance, security, and automation

Iron Mountain, in partnership with AWS, enables financial institutions with data readiness to securely manage, automate, and extract value from their records. With Iron Mountain InSight® Digital Experience Platform (DXP), available through AWS Marketplace, financial organizations can go beyond digitization to implement AI-driven automation, compliance controls, and intelligent data analytics. This solution improves efficiency, simplifies compliance reporting, and provides actionable insights for financial decision-making.

Out of the box, Iron Mountain InSight DXP provides a low code / no code environment with these key benefits and features:

• Digitization as the foundation for innovation: Asset management for physical and digitized legacy records to support automation and AI-driven analytics in a single unified platform.
• AI-driven insights & automation: Artificial intelligence (AI) that allows you to classify documents and extract key data, detect fraud, reduce cost with automated workflows, and assess risk in real-time using AWS services like Amazon Textract, Rekognition, and Comprehend.
• Regulatory compliance & risk management: Automate industry specific policy retention and enforcement workflows and provide adherence to GDPR, SOX, and PCI DSS with audit-ready security measures.
• Secure cloud-based financial data management: Strengthen security, enforce access controls, and reduce on-premises storage dependency while improving disaster recovery readiness.
• Accurate, compliant document processing: Automate workflows, apply business rules, and ensure complete, audit-ready records across all financial operations.
• AI-powered case summaries & search: Chat with documents to instantly summarize content, extract answers, and accelerate decision-making across case files.
• Agentic task automation: Offload repetitive tasks from staff with an AI-driven framework that boosts productivity and reduces manual workload.
• AWS Marketplace procurement & scalability: Simplify adoption through AWS Marketplace, using committed cloud spend and streamlining procurement. Built on AWS, Iron Mountain InSight DXP ensures scalability, security, and seamless integration for enterprise-wide records management.

Customer results

• Financial firm cut audit time, storage costs, and boost efficiency 40%.
• Credit union implements a comprehensive records retention program.
• CheckAlt scaled payment processing, cut mail costs, and improved efficiency.

Unique value: AWS + Iron Mountain

• 70+ Years of experience in document management, global footprint with 135 digitization processing sites.
• Security and chain of custody across assets - regardless if physical or digital in nature.

Unlock the full potential of your financial data

With Iron Mountain InSight DXP on AWS, financial institutions can scale from manual, paper-based processes to a secure, fully digitized, and AI-powered records management system. This simplifies compliance, enhances security, reduces costs, and unlocks automation and innovation, from physical records to digital workflows to GenAI, enabling teams to focus on customer experience and risk mitigation.