Capture Consent: How to protect your business and your clients
Capturing consent without diminishing your customer experience is something all businesses want to succeed with.
Some US regulators, including The Office of the Comptroller of the Currency (OCC), are examining sales practices at larger banks. The OCC is looking at governance of sales practices, including instances where customer accounts may have been opened without explicit consent. In particular, the OCC is looking at products and services sold that impact a customer’s credit score or can generate fees including deposit accounts, credit cards, CD’s, and more.
The white paper by DocuSign covers the three main aspects of capturing customer consent without affecting the customer experience:
- Ease of use – If the process is not quick and intuitive, customers will abandon it and look for a simpler option.
- Trackable and enforceable.
- Leveraging the tools your business already depends on is key for a quick deployment.
CLICK HERE TO READ THE WHITE PAPER
