# Annual Privacy Notice & Data Sharing Disclosure — Financial Services AI agent | Mihu AI

Financial Services · Compliance

# Annual Privacy Notice & Data Sharing Disclosure

Deliver the annual privacy notice and any data-sharing opt-out options required by regulation.

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

Sends the annual privacy notice to all active clients per the required schedule, via the CRM.

Explains data-sharing opt-out rights clearly and processes the opt-out if requested, written to the CRM.

Confirms delivery and opt-out processing for the compliance record.

Flags any client who can't be reached for an alternative delivery method per policy.

## Data sources

CRM active client list Regulatory notice schedule

## What it targets

Notices delivered within the required annual window Target 100%

Opt-out requests processed within the required timeframe Target 100%