Search Results for Topic: Industry Testimonials
Summary It was important for us to have a stand-alone centralized solution to have all data in one location. This centralization is crucial because if we ever need to respond to regulators, we can refer to one source of truth. Additionally, by building this platform,… Continue Reading
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