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
Find incremental revenue streams
Leave the process and systems to us
Customer control & self-service to reduce costs
Solution
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
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.
Effective client engagement
Encourage your customers to interact and share in the journeys you create for them as a business.
Integrated databases
Data silos decrease the quality and credibility of your customer data.
Secure data management
Your business requires immediate availability of information, protection of business interests and data compliance.
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
What’s in it for you?
Increase the Lifetime Value of your client relationship – “Own your client”
Find incremental revenue streams throughcomplimentary add-ons
We provide superior engagement with your end user through our platform
Provide your clients a complete one stop shop solution for their estate planning needs
Data is complete,relevant andup-to-date
We providedata security andcustomer permissions
Hyper-personalizedcustomer experience
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:
EstateReadiness
Awareness in your pocket
SecureAccess
ConsentManagement
FinancialEducation
Secure Document Library
Automation
Client engagement is where the heart is…
Embedded Technologies
The head start you'll receive with our embedded technologies:
Microsoft AzureCloud
Secure (PCI-DSS compliant)
Encryption(in transit & at rest)
Privacy (GDPR & PIPEDA compliant)
DocumentIntelligence
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.