SOLUTIONS FOR FINANCIAL SERVICES

Enhancing the Modern Financial Services Experience

Concord enhances the way financial services attract new prospects and engage with existing customers by offering regulation-compliant privacy controls, better data collection, and incentives for people to participate.

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FINANCIAL BENEFITS

How privacy controls, data ownership, and rewards enhance the financial services experience.

Compliance

We help you adhere to today’s modern data compliance standards with our regulation-compliant privacy and consent features.

Better Data

Get access to better data from your users, including data that has been hard or impossible to get in the past.

Rewards & Incentives

Promote accurate and up-to-date data sharing and brand engagement with our flexible reward and incentive options.

Customer Loyalty

Increase customer loyalty by giving people transparency and access to a mutually beneficial way to share information that respects privacy.

Maximize Engagement & Revenue

Improve Customer Loyalty

Protect Your Brand & Users

OUR PROCESS

How we enable you to get up and running quickly. We use a five step process to help ensure that your company is protected going forward, while also making sure that you and your customers can start to benefit from privacy protected data sharing as soon as possible.

Step 1. Discovery

We evaluate your customer journey and data practices to help you design and implement privacy-compliant data-driven sales and marketing processes that are built around better performance.

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Step 2. Compliance

Regulatory compliance requires more than updated privacy policies and cookie consent popups. We add improved auditability and the customer data request features required under CCPA, GDPR, and other regulation.

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Step 3. Consent

The cost of compliance is estimated to reach $55B largely due to the cost of bringing existing data into compliance. Consent records help automate and reduce the cost of compliance requests.

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Step 4. Data

Progressive data collection helps brands obtain more accurate information that is validated by customers. People get easy access to control and update that data, building trust, improving data quality, and reducing data removal requests.

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Step 5. Incentives

Incentives encourage better engagement and increased loyalty by rewarding people when they add new information or update existing data. This helps solve many of the problems faced by brands today by creating a mutually beneficial way to exchange information.

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Ready to learn more?

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Learn more about how our solutions for ecommerce retailers provide important regulatory-compliant protection and new powerful ways to engage with users in a privacy-first manner that benefits everyone.