Case Study
Financial Services
Discover how one of the largest independent payment providers achieved compliance with Cassie.
Enabling open banking in Australian payment market
Bank brands / ADIs connected
Implementations to New Payments Platform
Data records
Their challenge
- Required a solution to manage customer preferences in compliance with Australian regulations such as the Privacy Act, APRA, and Consumer Data Right (CDR)
- Aim to deliver personalized product experiences
- The solution must cater to various customer and stakeholder types
Our solution
By aligning Cassie’s data structure with our client’s complex consent use cases, we ensured that their Open Banking services now comply with the stringent requirements of the Australian Prudential Regulation Authority. This partnership has also enabled them to securely share consumer data, efficiently manage customer consent preferences, deliver personalized experiences, and make better product recommendations by identifying more of their customers.
Platform features implemented
4 ways financial services can leverage consent
When it comes to data privacy in financial services, the challenge lies in deeply understanding what customers want, having real-time information to identify and respond to changes, and customizing products and services accordingly.
Our guide provides valuable insights into how to leverage customer consent, including:
- Generational expectations
- What customers really want
- And, asking the right questions
