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Didomi for Finance

Make your clients’ permission the basis of every trusted relationship. Your customers entrust you with their assets, and they expect you to inform them on their terms. With Didomi’s technology, you will not only know how to reach them, but also what level of advice they expect from you.

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LA FRANCAISE uses Didomi to manage the consents and preferences of their investment clients
BOURSORAMA uses Didomi to manage the consents and preferences of their investment clients
BOURSE DIRECT uses Didomi to manage the consents and preferences of their investment clients

While most basic financial services can be provided on the basis of contract execution and legitimate interest, the highest added-value of financial advice can only be delivered with your consumers’ explicit consent.

Illustration of a wealth adviser looking at different bank accounts to deliver financial advice

Financial advice without permission is worthless

With Payment Services Directive (PSD2), Directive (EU) 2015/2366, you have access to a wealth of information about your customers’ financial situation, but you cannot use it without their explicit consent. Didomi can help you drive opt-in and prove it to regulators should they request an audit trail of consent.

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WHITEPAPER - Banking - LP (BigSquare)

Whitepaper: Didomi for banks

Why and how should you place consent at the core of the customer relationship in banking?

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Illustration of a client providing opt-in to receive financial communications

Know-your-customers’ communication preferences

Today, high-quality banking is an elaborate combination of direct physical, asynchronous and digital communication. Every customer is unique, and so are their preferences when it comes to financial communication. Didomi helps you find the right mix for omnichannel customer engagement.

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Illustration of a bank clerk collecting opt-in from a client, with double opt-in for authentication

Help your service representatives drive opt-in on various channels

In your branches or in your call centres, Didomi’s solutions will help your employees generate delegated consent among consumers who give you permission to send them personalized financial offers on the channels they prefer

  • Physical mail
  • Phone calls
  • SMS
  • Email
  • Push notifications
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Illustration of a client consenting to receive financial advice based on overall wealth assessment

Provide flexibility without compromising on security

If you manage to get your customers’ consent to receive personalized offers based on their financial situation, then they entrust you with highly confidential information about their wealth. Didomi’s technology is reliable, secure and doesn’t compromise on confidentiality.

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Illustration of safe, authenticated consent and preference management

Show authenticated, dated proofs of consent

If prompted by regulators to prove a person’s consent to access and process their data, Didomi’s technology can easily help you. We store event consent event as long as you (and your consumers) want.

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Would you like to know more about Didomi for Finance?

Didomi helps financial institutions to get their customers’ permission to offer them personal advice on their own terms. Let us tell you how.

  • Your current situation
  • Your privacy needs
  • Your project timeline
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