Finally, full control over your financial data

From core banking platforms to cloud files, RecordPoint gives you complete visibility and control over your data.

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Explore the platform
ASIC
Bank of New Zealand
Canada Mortgage and Housing
Delaware Life
Macquarie
Nab
ASIC
Bank of New Zealand
Canada Mortgage and Housing
Delaware Life
Macquarie
Nab

Why leading financial services teams trust RecordPoint

RecordPoint brings structure, automation, and auditability to your data governance program, so you can stay protected.

Discover and protect all data

Automate retention and minimize data

Streamline regulatory compliance

Simplify audits and reporting

Safely prepare data for AI

Discover and classify every kind of financial data

From customer records to transaction logs, payment files, and advisor communications, financial data lives everywhere. RecordPoint helps you find it, tag it, and control it. AI-driven classification and metadata enrichment ensure every record is governed consistently, supporting privacy compliance, eDiscovery, and a strong foundation for responsible AI.
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$12 million in annual savings — and counting

One Fortune 500 insurance provider saved more than $12 million annually in employee costs by implementing RecordPoint’s data discovery capabilities, streamlining data management and reducing manual effort.

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Ditch the data you don’t need

Compliance leaders know the cost of getting retention wrong. With RecordPoint, you can automate defensible retention and disposal based on rules aligned to SEC 17a-4, GDPR, MiFID II, and more, without disrupting operations. We also help you minimize data over-retention, reducing risk and lowering storage costs by eliminating unnecessary data before it becomes a liability.
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Continuous compliance for a complex world

From FINRA and GLBA to cross-border privacy laws, financial services firms are under constant regulatory pressure. RecordPoint connects to your existing platforms and enforces consistent, auditable governance policies without the need for custom work. You get rapid deployment, full transparency, and confidence that your data programs are future-ready.
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From iffy compliance to A+ audit readiness

Like many financial services organizations facing audits and data scrutiny, this organization used RecordPoint to surface and organize critical data, turning compliance uncertainty into confident readiness.

  • Found and classified personal data: RecordPoint quickly surfaced personal and sensitive data across the entire estate, revealing hidden risks and mapping information to CPRA requirements.
  • Controlled and governed data use: With automated policies, they organized and applied controls to retain what was necessary, defensibly dispose of outdated data, and maintain continuous audit readiness.
  • Proved compliance and acted fast: When audit time came, they responded with confidence — using RecordPoint’s precise search, automated workflows, and clear audit trails to demonstrate compliance.

"We got an A for our CPRA Program ... it felt great to get such positive feedback on the program we’ve worked on for two years."

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Stay audit-ready, always

Audits don’t have to be fire drills. RecordPoint logs every action and decision, so your compliance and risk teams always have what they need, whether it’s for a quarterly review or a regulator inquiry. Be ready in hours, not weeks, with audit trails your team can trust.
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Unlock AI with well-governed, trustworthy data

AI offers new ways to analyze markets, detect fraud, and serve customers, but poor data governance can expose firms to risk. RecordPoint helps financial institutions manage the full data lifecycle before it's used by AI. Remove PII, tag high-risk data, and maintain compliance with confidence. With RecordPoint, your data is not only audit-ready, it’s AI-ready too.
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Fast to deploy, easy to scale

No delays, no custom builds. RecordPoint connects out of the box to core banking platforms, CRMs, and file shares, so you can start governing from day one. Whether your data lives in Temenos, Salesforce, or shared drives, we’ll bring it under control quickly and securely.
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How it works

Financial services firms don’t have time for long implementation cycles. That’s why RecordPoint gets you up and running quickly with built-in compliance workflows.

Connect

Instantly integrate with your core banking systems, CRMs, and shared drives.

Classify

Automatically tag and enrich metadata across structured and unstructured data.

Govern

Enforce retention, reduce risk, and dispose of data with audit-ready policies.

Ready to reduce risk and accelerate compliance?

Join leading banks, insurers, and investment firms already using RecordPoint to modernize their data and AI governance.

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