# Marketing Consent (Opt-in/Opt-out) Management — Financial Services AI agent | Mihu AI

Financial Services · Compliance

# Marketing Consent (Opt-in/Opt-out) Management

Maintain accurate, auditable consent records for marketing communications.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Captures and updates consent preferences whenever a client expresses a channel preference or opt-out request, via the consent management platform.

Applies opt-outs immediately across all relevant marketing workflows , not just the channel where the request was made.

Confirms the updated preference back to the client.

Maintains a complete audit trail of consent changes for regulatory purposes (TCPA, CAN-SPAM).

## Data sources

Consent management platform Cross-channel marketing workflow list

## What it targets

Opt-out requests applied across all channels within 24 hours Target 100%

Consent audit trail completeness Target 100%