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.
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
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.
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.
Encourage your customers to interact and share in the journeys you create for them as a business.
Data silos decrease the quality and credibility of your customer data.
Your business requires immediate availability of information, protection of business interests and data compliance.
The analytics within your organisation is only as good as the data behind it, consistent information across the organisation is a must.
What’s in it for you?
Awareness in your pocket
Secure Document Library
Secure (PCI-DSS compliant)
Encryption(in transit & at rest)
Privacy (GDPR & PIPEDA compliant)
AI Data Modeling
We work with
Financial Advisors, Wealth Managers and Banks to improve their data collection, client engagement, and data distribution processes.