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DIGITAL VAULT + SHARING

Users can create, store, maintain, access and share digital files and information, ranging from their wills to funeral wishes. Permission-based settings enable users to share information and plans with their trusted advisers and loved ones, preserving family privacy. Our digital vault has bank-level security and is fully compliant with international data protection regulations.

We know how important it is to securely store your client’s personal data with the highest levels of security standards. That’s where Permyssion comes in, a platform you and your clients can count on.

STORE DATA SECURELY

A PLATORM YOU CAN COUNT ON

No client wants to worry about their sensitive data ending up in the wrong place. Permyssion leverages Microsoft Azure’s highest security standards, to ensure consent drives access to the correct data within your team.

With role-based permissions and strong processes and procedures, we make it easy to demonstrate compliance with regulations while keeping your client the top priority

Increase Lifetime Value (LTV) of your clients by using the best technology, which is easy and safe to implement

Rattlehub icons - Sell more to your existing clients
Find incremental revenue streams
Increase your wallet share –
LTV (Lifetime Value)
Rattlehub icons - Leave the process and systems to us
Leave the process and systems to us
Go and do what you
are good at
Rattlehub icons - Customer Control and self-service
Customer control & self-service to reduce costs
Consent and
control

Solution

Fresh Data
Fresh Data

The quality of your data determines how effectively you are able to communicate with your customers, determine their needs and find effective ways to serve them.

Effective data collection
Effective data collection

The business units determine which missing data points are required.  Journeys are created that gather the missing data and in turn distribute it to the necessary business units in a frictionless manner.

10-1
Effective client engagement

Encourage your customers to interact and share in the journeys you create for them as a business.

Integrated databases
Integrated databases

Data silos decrease the quality and credibility of your customer data.

Secure data management
Secure data management

Your business requires immediate availability of information, protection of business interests and data compliance.

One view of customer
One view of customer

The analytics within your organisation is only as good as the data behind it, consistent information across the organisation is a must.

How we do it

  • We use your existing client data
  • Combine this with available external data sources creating a richer view of your client
  • Engage your client with a digital experience
  • Automate and assist with the completion of data gaps
  • Identify need and opportunities which you can service
  • Guide the journey towards Estate Readiness
Rattlehub - Solution - Permyssion

What’s in it for you?

Customer Lifetime Value - LTV
Increase the Lifetime Value of your client relationship –
“Own your client”
Rattlehub icons - Add-ons
Find incremental revenue streams through
complimentary add-ons
Rattlehub icons - Client Engagement
We provide superior engagement with your end user through our platform
Rattlehub icons - Estate Planning needs
Provide your clients a complete one stop shop solution for their estate planning needs
Rattlehub icons - Data is up to date (1)
Data is complete,
relevant and
up-to-date
Rattlehub icons - Data Security
We provide
data security and
customer permissions
Rattlehub icons - Hyper-personalized customer experience
Hyper-personalized
customer
experience
Rattlehub icons - API
Integrate with any application using our API and rich data analytics

What's in it for your clients?

Intelligent engagements that allow clients to seamlessly and securely interact with businesses around their own personal information:
Customers will gain

Estate
Readiness

Customers will gain

Awareness in your pocket

Customers will gain

Secure
Access

Customers will gain

Consent
Management

Customers will gain

Financial
Education

Customers will gain

Secure Document Library

Customers will gain

Automation

Client engagement is where the heart is…

Embedded Technologies

The head start you'll receive with our embedded technologies:
Customers will gain

Microsoft Azure
Cloud

Customers will gain

Secure (PCI-DSS compliant)

Customers will gain

Encryption
(in transit & at rest)

Customers will gain

Privacy
(GDPR & PIPEDA compliant)

Customers will gain

Document
Intelligence

Customers will gain

AI Data
Modeling

See for yourself

We work with
Financial Advisors, Wealth Managers and Banks to improve their data collection, client engagement, and data distribution processes.
Join them.