Financial Services · Compliance

Annual Privacy Notice & Data Sharing Disclosure

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

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. Sends the annual privacy notice to all active clients per the required schedule, via the CRM.
  2. Explains data-sharing opt-out rights clearly and processes the opt-out if requested, written to the CRM.
  3. Confirms delivery and opt-out processing for the compliance record.
  4. 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%