Data Transformation for Financial Services

Concord transforms 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 Services Benefits

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

Consent & 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.

Experiences & Incentives

Promote accurate and up-to-date data sharing and increased engagement with improved user experiences and incentives.

User Engagement

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

Protect Your Company & Users

Build Trust & Loyalty

Maximize Engagement & Revenue


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. 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 CCPA, GDPR, and other data privacy regulations.


Step 3. User Consent

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.


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