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.
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
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.