Featured Case Study

New Retention Schedule Delivers Superior Processes & Cost Savings

The merger of two financial services companies created a huge task to consolidate, re-classify and/or dispose of numerous records. Prior to the merger, each firm had its own records and information management systems, processes, and retention schedule.

This case study chronicles how Hilltop Securities modernized their records management program. Better tools significantly improved operations, records compliance and achieved measurable success in cost savings!