GDPR FolderFinance sector

The RGPD is mandatory for all professions that collect or process personal data. Whether you are a loan broker, an asset management consultant, an intermediary, a financing consultant, a wealth manager, in the "high net worth" sector... you collect personal data from your customers, prospects and people interested in your services.

Not only do you have to comply with the RGPD, but you also have to be able to demonstrate this to your customers and to the people you are in contact with. Showing that you respect privacy will increase the confidence of your interlocutors, especially since the data you collect in the financial field are very sensitive.

In your day-to-day work, you prospect and help your clients make their financial choices. At the same time, you collect and process particularly sensitive data, such as pay slips, tax returns, information on the household, assets, etc. However, except in very specific cases, it is not necessary to appoint a DPO/DPD (Data Protection Officer). This information must be secured and managed in accordance with the GDPR and the use of secure and compliant tools helps but is not sufficient in itself.

It is also good to remember that the fact of having an activity only with a professional clientele does not exclude you from the scope of the RGPD. A data is personal as soon as it allows to identify a person, including in the professional context.

To do this properly, you need to take a close look at what processing you are doing as a controller or processor. This inventory or mapping will undoubtedly allow you to identify data that may not be necessary or kept for too long. The purpose of the RGPD is to make you rethink the way you manage personal data in order to "sort out" and respect the directives.

The main principles of the RGPD are simple and their implementation can also be simple with the right tool. Our tool, GDPR Folder , accompanies you step by step in this process.

For a reasonable budget and without costly outside help, you can complete a simple and educational questionnaire in a few hours to create your PDF file that demonstrates your compliance efforts.

With GDPR Folder, you "keep the hand" on the personal data, subject in the heart of your activity.

In addition, you have a badge showing your efforts in this area that you can post on your site to reassure your customers, visitors or contacts and increase the trust they have in you.

Respect personal data and show it with GDPR Folder ! We are at your disposal if you want to know more or if you want a demo.