Insurance 2025

A central consent hub across digital and branch channels

Centralising customer consent so every channel and downstream system works from one trusted record.

A central consent hub across digital and branch channels

This is an illustrative case study written to show our approach and the kind of outcomes such work targets. It does not describe a specific named client engagement.

Project overview

A customer-facing organisation collects marketing and data-sharing consent through its website, mobile app, branches and call centre. Each channel keeps its own records.

Business challenge

Consent given in one channel is unknown to others. Withdrawals do not propagate quickly. Producing a consent history for a customer means checking several systems.

Solution delivered

A centralised consent platform that captures consent from each channel, keeps current status and full history, and makes that status available to CRM, marketing and analytics systems.

Implementation approach

How it was delivered

The programme starts with the highest-volume channels and expands.

1

Define purposes

Agree the purposes and wording for consent.

2

Connect channels

Capture consent from web, app, branch and call centre.

3

Integrate systems

Share status with downstream systems.

4

Handle withdrawals

Propagate changes with a full audit trail.

Images & diagrams

The solution in pictures

Business benefits

What this kind of work delivers

Consistency

One consent record

All systems work from the same source.

Traceability

Audit-ready history

Every consent event is traceable.

Efficiency

Less reconciliation

Fewer manual consent lists to maintain.

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