financial solutions

Data Transformation For Financial Services

Attract new prospects and engage with existing customers with regulation-ready privacy controls and better data collection.

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Privacy Drives Protection & Better Bottom Line Business Results


Consent Management

Capture and manage user consent with flexible consent capture, user controls, cookie and script scanning, categorization, auto-blocking, and full audit trails of user consent.


Compliance Management

Easily handle data privacy requests, including Data Subject Access Requests, which are required by privacy regulations like GDPR and CPRA.


Privacy Center

Give your users quick access to their data privacy options with our customizable website and mobile application ready privacy center.


Data Mapping

Easily comply with data privacy documentation requirements using our guided data mapping experience to create a single source of truth for your organization.


Engagement & Results

Drive better data and real business results using our unique engagement and re-engagement engine, which includes our flexible incentives model.


Analytics & Reporting

Advanced privacy-first analytics and reporting give you quick access to consent and engagement data for internal reporting, audits, and compliance purposes.

Our Process

Step 1. Simple Setup

Our clean and customizable user experience can be added with a single line of javascript or embedded as you see fit. Our identity service and anonymous to known user stitching is also included, so that data is associated to the right people across devices. 


Step 2. Regulatory 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 CPRA, GDPR, and other data privacy regulations.  


Step 3. Consent Capture

Compliance solutions by themselves are not enough. Transparency plus consent controls ensure that real trust is established. By allowing your users to quickly see what they have consented to, you can further reduce opt-outs and drop-offs while increasing user engagement.


Step 4. Better Data

Progressive data collection via our privacy-first smart forms and data vault technology helps companies obtain new and more accurate information that is validated by customers. People have control over the data that is shared, further building trust and driving better results. 


Step 5. Customer Engagement

Personalization and other incentives drive better engagement and increased loyalty by rewarding people when they add new information or update existing data. This solves many of the problems faced by companies today by creating a mutually beneficial way to exchange information. 


Want to learn more?

Talk to the team
Let us show you how our platform enables regulation-ready controls and new powerful ways to engage with users in a privacy-first manner that benefits everyone.