FOR FINANCIAL SERVICES
A PLATFORM YOUR CLIENTS CAN COUNT ON
Permyssion uses the most important data needed to get their affairs in order.
One structured view of the client provides insight into key needs, opportunities and life event triggers. Give your team the ability to understand your clients and deliver a personalized experience.
Delivering a personalized experience at scale is a challenge. With Permyssion you can take advantage of automation, self-service, and AI to guide your clients through a hyper-personalized digital engagement experience.
Your clients will find answers and be educated along the journey to confidently keep their data relevant and up-to-date. Better data leads to better understanding and personalized relationships from which Permyssion can direct opportunities to the relevant teams to fulfil.
USE AI ON THE FLY
YOU CAN TRUST US
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
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 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.