Videos

Summary At Scotiabank, we implemented a preference management platform to comply with Canada’s anti-spam legislation, which is a key priority for our heavily regulated financial institution. This implementation allowed us to focus not only on regulations but also on increasing opportunities to contact customers via… Continue Reading

Summary ScotiaBank has benefited in several ways: Getting Started is Just a Call Away

Summary One of the key reasons we decided to work with an external partner in building this tool is their expertise and knowledge of best practices. While we have technology expertise within our organization, we lack specific experience in managing preferences. We worked hard to… Continue Reading

Summary Some of the challenges we faced involved getting alignment with various business units. I recommend bringing together departments like legal and marketing, which often have different opinions, to get them on the same page. This way, you can understand the regulatory requirements and the… Continue Reading

Summary We chose a purpose-built preference management solution to handle the complexity of our business rules and support our customers effectively. As our rules have evolved, this solution has allowed us to add complexity and adapt to organizational changes in managing preferences. It was crucial… Continue Reading

Summary Having access to preference consultants during our implementation was critical for us. It gave us peace of mind because we brought in people who had experience with preference tools and could provide the right guidance. We trusted these experts to identify potential roadblocks, prevent… Continue Reading

Summary Modern marketers struggle to build trust and deliver expected customer experiences, especially with the removal of third-party cookies. To meet rising expectations, businesses must collect explicit first-party data, ensure transparency, and give customers control over their data, as required by privacy regulations. This demands… Continue Reading

Summary Eric Holtzclaw, Chief Strategist for PossibleNOW, explains that when companies consider preference management, they often start with the preference center. This center serves as a centralized location where customers can manage their communications and interactions with the company. He suggests dividing communications within the… Continue Reading

Summary Eric Holtzclaw, Chief Strategist for PossibleNOW, discusses best practices for preference collection. He advises that when building an opt-down page, you should limit the number of choices to three: opt out of all communications, opt out of just the current communication, and an offer… Continue Reading

Summary Marketers collect customer data for initiatives like sending promotions or campaigns. However, the General Data Protection Regulation (GDPR) impacts how this data can be used. Under GDPR, marketers need to consider the basis on which they are marketing, such as whether they are relying… Continue Reading