Financial Services · Compliance

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

Maintain accurate, auditable consent records for marketing communications.

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

  1. Captures and updates consent preferences whenever a client expresses a channel preference or opt-out request, via the consent management platform.
  2. Applies opt-outs immediately across all relevant marketing workflows, not just the channel where the request was made.
  3. Confirms the updated preference back to the client.
  4. 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%