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Principle #6 – Privacy of Client Data This presentation is made possible by the Smart Campaign www.smartcampaign.org

Principle #6 – Privacy of Client Data This presentation is made possible by the Smart Campaign www.smartcampaign.org. Agenda. Client protection principles Principle #6 in practice The c lient p erspective Participant feedback Tools for improving practice Conclusion and call to action.

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Principle #6 – Privacy of Client Data This presentation is made possible by the Smart Campaign www.smartcampaign.org

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  1. Principle #6 – Privacy of Client DataThis presentation is made possible by the Smart Campaignwww.smartcampaign.org

  2. Agenda Client protection principles Principle #6 in practice Theclient perspective Participant feedback Tools for improving practice Conclusion and call to action

  3. 1. Appropriate product design and delivery 2. Prevention of over-indebtedness 3. Transparency 4. Responsible pricing 5. Fair and respectful treatment of clients 6. Privacy of client data 7. Mechanisms for complaint resolution Client Protection Principles

  4. Agenda Client protection principles Principle #6 in practice Theclient perspective Participant feedback Tools for improving practice Conclusion and call to action

  5. Privacy of Client Data The Principle in Practice: The provider complies with all local data privacy laws. Client information is only used in the ways agreed upon at the time of data collection. Consider this: Clients trust financial service providers with very sensitive personal and financial information.

  6. The Principle in Practice

  7. The Principle in Practice

  8. Good practices for privacy and security

  9. Good practices for privacy and security

  10. Agenda Client protection principles Principle #6 in practice Theclient perspective Practitioner feedback Tools for improving practice Conclusion and call to action

  11. The client perspective Can your clients agree with the following?

  12. Agenda Client protection principles Principle #6 in practice Protecting client data & the client perspective Participant feedback Tools for improving practice Conclusion and call to action

  13. Feedback from Participants Do your clients care about data security? If something went wrong and their personal or financial information was compromised, would it affect your business? Have you witnessed privacy or security lapses at your institution? How did your institution respond? Have data management practices and systems evolved at your institution since you have worked there? How so?

  14. Agenda Client protection principles Principle #6 in practice The client perspective Participant feedback Tools for improving practice Conclusion and call to action

  15. Tools available from the Smart Campaign

  16. Agenda Client protection principles Principle #6 in practice The client perspective Participant feedback Tools for improving practice Conclusion and call to action

  17. Conclusion

  18. Thank you! Endorse the Smart Campaign. Visit www.smartcampaign.org Sign up to receive news and information. What’s next? Download the Getting Started Questionnaire and conduct a client protection self-assessment. Email us! comments@smartcampaign.org

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