Secure, compliant finance document management.

Within financial services, strong information governance is essential to managing risk, meeting regulatory obligations and maintaining customer trust. Through our Governance Clarity approach, Grace helps you create visibility across your information landscape, reduce risk and confidently govern information across physical and digital environments.

Where secure storage meets regulatory compliance.

Financial records must be retained correctly, but over-retention increases risk, cost and exposure.

Grace provides secure offsite storage combined with professional cataloguing and sentencing, aligned to financial regulatory requirements. We help you understand what you hold, how long it must be kept and when it can be defensibly destroyed.

So you can:

  • Protect sensitive financial and customer information

  • Reduce unnecessary storage costs

  • Apply consistent retention schedules

  • Demonstrate defensible disposal practices

  • Reclaim valuable office space

Faster, more accurate document workflows.

Manual document handling slows processing, increases errors and creates bottlenecks across lending, onboarding, compliance and back-office teams.

Grace’s Intelligent Document Processing (IDP) uses automation and AI to capture, classify and extract data from high-volume financial documents, accurately and at scale. Information flows directly into your systems, reducing manual data entry and improving turnaround times.

So you can:

  • Accelerate loan, claims and onboarding processes

  • Reduce manual handling and rework

  • Improve data accuracy and consistency

  • Free staff to focus on higher-value tasks

  • Strengthen compliance reporting

Visibility, control and audit-ready compliance.

With increasing regulatory scrutiny and privacy obligations, financial organisations need full visibility and control across both structured and unstructured data.

Grace’s Information Governance solution enables in-place governance, automated retention policies and defensible disposal, helping you reduce redundant data and stay audit-ready without disrupting core systems.

So you can:

  • Reduce regulatory and privacy risk

  • Respond confidently to audits and investigations

  • Minimise data exposure in the event of a breach

  • Control data growth and storage costs

  • Build a cleaner, more secure information environment

Governance Clarity for regulatory compliance.

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