Financial Services

We are as invested in your data as you are.


Financial institutions have a vast amount of data, often sensitive and non-traditional in nature, which creates eDiscovery challenges specific to the financial industry. From initial data creation to the time it is deleted, Innovative Discovery consults with clients to establish workflows and procedures to increase compliance, mitigate risk, and improve the organizational structure of your data. You are left with confidence and a partnership you can bank on.

ID's information governance and eDiscovery experts serves the financial services industry by providing:


This highly-sought-after authorization allows us to offer a secure, cloud-based environment for government data and in turn utilize those best practices for our business environments.


Understanding that most banking and financial data is recorded on a phone line, ID brings our expertise in non-traditional data types to every case. ID also offers a variety of speedy and defensible collection methods, including remote collection.

Legal Hold

Relativity Legal Hold is a defensible, efficient, and comprehensive tool that enables organizations to effectively manage all data and correspondence in one centralized location.

Information Governance and Cyber Security

ID helps clients build data retention policies, identify potential vulnerabilities, and implement on-going monitoring procedures.


We take a consultative approach to every project to determine the most efficient review workflow, seamlessly incorporating analytics, to help you identify critical information faster.

Concierge-Level Service

Our team invests in your organization and your data, so you receive boutique-style attention from top-notch experts.