Who we serve
Industries We Serve
Over half of the Fortune 100 have worked with Zasio (as of 2026) — and so have small cities, universities, and hospitals. Different industries, same need: records governed, retention defensible, audits survivable.
Where Versatile is already at work
With Zasio's software and consulting experts on your side, you can evaluate and mitigate the risks of cyber-attacks, and efficiently and effectively track physical and electronic records from creation to disposal. Zasio's software solutions are versatile and scalable, so you can easily address and implement solutions for the toughest regulations — IG software options and in-house consulting services, all under one roof. Talk about a one-stop-shop solution.
Financial
With sensitive financial documents and data, you need experts to manage electronic files and ensure local and state compliance requirements are met. Highly sensitive financial documents and data, growing by the minute — regulator-ready recordkeeping across accounts, communications and audit trails, with experts who manage active and inactive electronic files and meet state and local compliance requirements. Premiere IG software and industry-leading consulting under one roof.
On the record: United Bank
Start hereComply or pay up: regulators take aim at electronic communicationsNYDFS updates its cybersecurity regulationPreparing for MiFID communications preservationInternational tax record roundup
Insurance
In the insurance game, legislation can be serious, so companies need adaptable IG programs — Zasio can show you how to easily address and implement solutions for even the toughest regulations. Client records must be kept to or above the current standard. That takes a faultless IG program that adapts as your client base grows — policy, claims and compliance records governed across long retention horizons, on software scalable enough for the toughest regulations.
On the record: Highmark Inc. · Service Corporation International
Pharmaceutical
Zasio's ironclad technology solutions and specialized pharmaceutical industry consultants take a security-first approach to ensure your most valuable document and record assets are properly managed and protected. GxP compliance, federal regulators and strict quality requirements mean records must stay accessible and protected, so a security-first approach is critical — global retention schedules that stand up to FDA-grade scrutiny, with specialized pharmaceutical consultants behind them.
On the record: a global pharmaceutical company · a global pharmaceutical leader
Start hereRace for a vaccine: recordkeeping implicationsPharma RIM in Brexit limboWait, is that a COVID-19 record?
Government
Government agencies balance a variety of records. As a government organization, you manage physical and electronic records — and permanent and temporary email records in accessible formats. Zasio's software and consulting services help your agency become better equipped to handle regulatory compliance, electronic records management, and ever-changing mandates on every level. Stumped by a unique situation? Our in-house consulting team helps keep your agency on the right track. Extensive experience across city, county, state and federal government, and with several Canadian provinces and regions.
On the record: City & County of Denver · Licking County · Idaho State Historical Society · Butler County · Town of Southampton · Wake County · City of Bellevue · City of Vaughan · City of Encinitas · Utah Division of Archives · City of Kodiak
Healthcare
Operating under the most stringent regulations is difficult for even the smallest medical clinic; Zasio's expert consulting division and software solutions help ensure you stay compliant. Providers must ensure records and IG programs cover eight core competencies: accountability, transparency, integrity, protection, compliance, availability, retention and disposition. Patient charts, HIPAA-scoped records and operational files — retention set against privacy law, not guessed at.
On the record: Highmark Inc.
Start hereSolving the medical-records retention puzzleHealth-data retention: lessons from FTC actionsPoor records management may lead to OIG exclusionsEU medical device and IVD regulation changes
Education
Overseeing your institution means managing a variety of records — Zasio helps evaluate and mitigate risks, and efficiently and effectively track records from creation to disposal. Remote learning lets students log in from all over the globe, Student and faculty information faces the constant threat of cyber-attacks; we help you evaluate and mitigate that risk and track records from creation to disposal, on campus and remote.
On the record: University of Washington · Inter-University Council of Ohio · University of North Dakota
Legal
Law firms face many security challenges. From IG compliance to state regulations, we help firms of every size manage records and information, reduce risks, and increase efficiency — client matters, legal holds and defensible disposition, for law firms and in-house legal departments alike.
Start hereRIM implications of legal holds and litigationE-discovery and the retention programDo statutes of limitations make good retention periods?Virginia’s CCPA-style privacy lawProposed New York Privacy ActMaine’s opt-in privacy law in courtChanges to the CCPAHow Nevada doubled down on privacyChina’s PIPL, explainedColorado’s Personal Privacy Act
Energy & Utilities
In the heavily regulated world of energy and utilities, compliance is key. We help implement scalable, agile, compliance-driven strategies to manage, control, and optimize data and records — our expertise has never been more prepared to help your utility succeed — long-lived assets, long-lived records, infrastructure documentation under control.
On the record: Dominion Energy · Southwest Gas
Oil & Gas
Zasio has worked with established and emerging businesses in the oil and gas industry to address the toughest information governance challenges to help stay compliant — exploration, production and land records governed across global operations, with holds that survive the audit.
On the record: a global oil exploration & production leader
Manufacturing
Manufacturers should be innovative and prepared. Whether you're a local or global manufacturer, Zasio's software and consulting services help you identify and eliminate risks and stay on top of the ever-changing information governance landscape — quality, safety and product-lifecycle records through every plant and process, one schedule across sites.
Start hereTalk to consulting about your plants
Retail & Hospitality
Retail and hospitality run on high-volume employee and transaction records. Zasio can keep your records and information management systems updated with the latest security and buyer trends to help keep your records safe and avoid a costly security breach. The hospitality industry is competitive: stay relevant and gain an edge with fool-proof, efficient strategies for managing guest records from creation to destruction — HR retention that keeps up with privacy law, without the chaos.
Start hereHow long to keep employee recordsHR records in a growing privacy climate
What these industries say
“As a public utility, our company is required to conform to local, state, and federal laws, as well as Utility Commissions requirements in several states. Zasio's extensive experience and exhaustive research helped us to more clearly and simply define our retention requirements, as well as ensure a more defensible and accurate policy. Their reputation in the industry enabled our company to comfortably outsource the responsibility of the research and updates, reducing the resources required in-house.”
“I have found the Zasio team to be a vital component in our city's forward-thinking evolution. The professionals at Zasio, from business to legal to technical experts, have consistently provided reliable, consistent, and high-quality services to our Information Governance and Records Management team. They understand the business value of proper records management and the legal rigor to ensure compliant procedures and use of new technologies. Zasio is helping turn our records into another source of expertise to help improve our city's ability to serve its residents.”
“My experience with Zasio over the last 19+ years has been an absolute pleasure, from the sales team to the implementation, training, and support. The software itself is outstanding and has proven to be a most valuable tool for McHenry County records management. The well-known description ‘it just works’ certainly applies to Versatile Enterprise, and it reflects the diligent work of all involved at Zasio.”
“Zasio's wealth of experience and expertise with information management has helped Highmark Inc. to become a company that manages its business and member records at the highest levels of confidence. The records management program that Zasio built for us has enabled our company to pass numerous records management audits with no corrective actions required. Additionally, our company mindset is now to retain records according to our policies and not to just keep everything forever.”
“It was great working with Zasio to customize Versatile Web Retention. We are pleased with the results. As always, Zasio's quality support and knowledgeable staff is a big plus and the reason we continue our on-going business relationship.”
“Because of Versatile Express we're able to do everything we want to do. It's simple yet provides all the functionality and tech support we need — and at an affordable price.”
“If an institution wants to develop a records retention schedule and be assured of its reliability and its solid legal basis, they should turn to Zasio. I have 100 percent faith in the work.”
“Words are truly insufficient in describing Zasio's expertise, consulting ability, and patience. I have had an extensive professional life and collaborated with many consultants. Never has my experience been so illuminating, enjoyable, and overall, rich. It is my hope that we will continue the partnership with Zasio.”
Proof, not promises
Read the case studies.
Universities consolidating decades of schedules, energy companies destroying thousands of boxes a year defensibly, counties running retention on SaaS — the evidence lives in our News & Insights archive.
Browse case studies →Your industry not listed?
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