By industry
Financial Services
Effective Consent Management ensures that FinServ organizations adhere to data protection laws such as the GDPR and CCPA, whilst delivering meaningful experiences to customers through preference management.
Centralized Consent Management for Financial Services
Managing vast amounts of personal and financial data daily, Financial Services organizations have a responsibility to protect consumer data and ensure compliance with global regulations, such as the GDPR.
Implementing strong data protection measures helps safeguard client information, maintain trust, and prevent financial losses. A Consent and Preference Management Platform (CMP) can play a pivotal role in this process by centralizing client consent and preference data.
Not only this, but a Consent and Preference Management solution can offer Financial Services organizations with a competitive advantage when it comes to utilizing consumer preferences to drive tailored experiences.
Why global Financial Services providers choose Cassie
Legal compliance
Effective Consent Management ensures that FinServ organizations adhere to data protection laws such as the GDPR and CCPA to mitigate legal risk and maintain reputation.
Find out moreFostering positive experiences
Cassie allows consumers to control their data preferences, allowing for personalized interactions that foster positive experiences.
Find out moreSingle source of truth
Connect consumer consent and preference data across your entire tech stack to ensure consistency and honor privacy.
Find out morePut customers in control
Give customers the autonomy to amend their preferences at any time, allowing for tailored experiences that meet individual needs.
Find out moreFacilitating innovation
Leverage consent and preference data analytics to make data-driven decisions that foster innovation.
Find out moreAdvanced monitoring
Instant visibility of sensitive data or discrepancies across systems, suppliers and APIs so that you can take decisive action.
Find out more
4 ways financial services can leverage consent
When it comes to data privacy in financial services, the challenge lies in deeply understanding what customers want, having real-time information to identify and respond to changes, and customizing products and services accordingly.
Our guide provides valuable insights into how to leverage customer consent, including:
- Generational expectations
- What customers really want
- And, asking the right questions
Connect consent across your entire tech stack
FinServ organizations rely on a multitude of systems to enhance customer experience, from managing credit applications to delivering personalized communications using marketing automation.
Cassie is the connecting link between all of your platforms. Through hundreds of out-of-the-box integrations and custom APIs, Cassie will update all consent data in real-time. Customers only receive the communications and experiences they want. You get compliance without compromise.
You can utilize data with confidence, knowing your end user’s preferences are honored across your entire ecosystem.
