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Unlocking the value of your financial archives through secure digital access

PastView, in partnership with History Associates Incorporated (HAI), helps banks and financial institutions digitize, manage, and provide controlled, immersive access to archival records through our PastView platform.

This enables organizations to preserve, explore, and share their history through rich, digital experiences built on structured collections.

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Regulatory Compliance

Maintain well-organized archival collections with structured metadata, version control, and full record traceability. Ensure records are securely stored and accessible when required for regulatory review and reporting.

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Secure Access & Permissions

Control access to sensitive archival materials with role-based permissions and secure authentication. Ensure the right users can explore collections while protecting confidential information.

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Archival Records Management

Digitize, organize, and centralize archival collections into a searchable system. OCR and handwritten text recognition enable full-text search across documents while preserving their original context.

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Institutional History & Brand Trust

Present archival collections through rich digital experiences, including interactive timelines, deep zoom imagery, and curated collections that allow audiences to explore history in detail.

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Balance compliance, access, and historical insight

Financial institutions operate within strict regulatory frameworks where records must be secure, traceable, and preserved over time. At the same time, they hold extensive archival collections that document their development, governance, and long-term stability.

These records are often dispersed across physical storage, legacy systems, and internal silos, making them difficult to access and manage effectively.

PastView provides a secure, centralized platform designed specifically for archival collections, enabling organizations to protect institutional history while making it accessible, searchable, and usable across the business.

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Structuring archival collections

Create a structuredsearchable archival system

Financial institutions manage large volumes of archival material, including reports, governance records, photographs, and historical documentation. Without a structured approach, these collections can be difficult to search, interpret, and maintain.

PastView enables organizations to digitize and structure archival collections into a centralized, searchable system designed for long-term preservation. Structured metadata, indexing, and advanced search capabilities ensure that records can be located efficiently while maintaining their context and integrity.

OCR and handwritten text recognition tools unlock information within documents, ensuring that even complex or handwritten materials can be searched and referenced when required.

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Maintain audit-ready, traceable records

Regulatory requirements demand that records are complete, accurate, and readily accessible. Without a structured archival framework, retrieving information for audits or regulatory review can be time-consuming and risk-prone.

PastView provides a controlled environment for managing archival records, with clear organization, version control, and full record traceability. Records can be retrieved quickly for audits, regulatory reviews, and governance processes.

Secure access controls ensure that sensitive information is protected while remaining accessible to authorized users.

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Provide access to history without compromising control

Financial institutions hold extensive archival collections that reflect their growth, decisions, and long-term stability. These collections must be accessible where appropriate, while remaining governed and secure.

PastView enables organizations to present curated archival collections in a controlled digital environment, combining secure access with engaging user experiences. Features such as deep zoom imagery and interactive document viewers allow users to explore materials in detail without compromising the integrity of the original records.

This ensures that historical content can be shared confidently across internal teams, stakeholders, or public audiences.

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Bring institutional history to life through structured timelines

Archival collections are not only preserved for compliance and governance, but can also be used to communicate key milestones and institutional history in a structured and controlled way.

PastView enables financial institutions to present archival records through interactive timelines and curated collections, making it easier to explore key events, developments, and historical context.

For example, HSBC uses PastView to present its global history through an interactive timeline, supporting the celebration of major milestones while maintaining full control over its archival records.

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Consultation

Initial consultation of your digital collections to establish your project requirements.

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Item Extraction

Scoping of your current collection management system or dataset to establish data for extraction.

Data analysis

Analyses of datasets, comparing against metadata for plannng and import.

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Importing

Uploading files to TWA's Amazon Web Servies (AWS) account vis 'S3'.

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Manipulation

Organisation of ingested data to get collections PastView ready.

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Metadata Extraction

Analyses of datasets, comparing against metadata for plannng and import.

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Conversion

Converting data from TWA's AWS S3 account to PastView and processing for display.

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Processing

Importing metada using bespoke script, relevant to the previous analysis.

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Archival expertise combined with secure digital access

History Associates Incorporated (HAI) brings decades of archival and research expertise, helping financial institutions organize, interpret, and safeguard their archival collections in line with best practice and regulatory expectations.

PastView provides the secure digital platform designed specifically for managing and accessing archival records, ensuring collections are structured, searchable, and controlled.

Together, we deliver a complete solution that enables financial institutions to preserve their historical record, support compliance and governance, and provide secure, controlled access to their archives.

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Learn more about our PastView & HAI Partnership

Learn More
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Ready to discuss?

Speak with us about your discovery & access needs.

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Prioritize the access & discovery of your digital collections

Are you a digital collection holder that wants to provide the very best access to your collections online?