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.
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.
Financial advice without permission is worthless
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Whitepaper: Didomi for banks
Why and how should you place consent at the core of the customer relationship in banking?
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.
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
- Push notifications
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.
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.
