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Financial and Insurance sector

Compliance, security and, clients' data transparency

In the financial and insurance industry, trust is essential. Businesses handle sensitive data (identities, banking information, transactions history) and must respect the strict regulations (Bill 25, GDPR, CCPA)

Privacy Safe offers a solution to centralize and, secure les renseignements personnels de vos clients, tout en améliorant leur conformité.

Simplified compliance

Make sure you comply with applicable laws:

Bill 25 (Quebec)
GDPR (Europe)
CCPA (California)

Privacy Safe centralizes the consents, the access requests to data and incidents, reducing the risks of sanctions.

Centralizing the
clients' data

Multisource Integration (CRM, ERP, clients' portal, claims management system)
Automatic deletion of duplicates.
360 vision of your clients' personal information for a better strategic decision making

Automatized response
to your clients' requests

Data access, rectification, deletion or portability right
Secure processing and tracking of requests in just a few clicks
Respecting legal deadlineswith integrated workflows and alerts

Discover
our solutions for the finance and insurance sector