Consent Management for Financial Services

Build traceable consent, preference, and privacy-rights workflows across regulated financial customer journeys.

Discuss your workflow

The challenge

Turn scattered privacy signals into one operational process.

Financial organisations need clear separation between privacy choices, required processing, and communication preferences. Fragmented records make it difficult to apply a change consistently or explain the history behind it.

Record choices against defined purposes instead of a single blanket status.

Maintain a timestamped history of updates and withdrawals.

Coordinate privacy requests across owners, systems, and deadlines.

A connected workflow

01

Define

Model the purposes and preferences used across customer journeys.

02

Orchestrate

Propagate approved preference changes to connected systems.

03

Evidence

Preserve the event history needed for internal review and audit support.

Frequently asked questions

Does ConsentCenter replace legal advice?

No. ConsentCenter supports operational privacy workflows; your legal team should determine the requirements and lawful basis that apply to your organisation.

Can withdrawals be retained as evidence?

ConsentCenter UCPM is designed to maintain a history of preference changes, including withdrawals.