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

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Agenda

Client protection principles

Principle #6 in practice

Theclient perspective

Participant feedback

Tools for improving practice

Conclusion and call to action

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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

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Agenda

Client protection principles

Principle #6 in practice

Theclient perspective

Participant feedback

Tools for improving practice

Conclusion and call to action

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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.

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Agenda

Client protection principles

Principle #6 in practice

Theclient perspective

Practitioner feedback

Tools for improving practice

Conclusion and call to action

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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

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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?

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Agenda

Client protection principles

Principle #6 in practice

The client perspective

Participant feedback

Tools for improving practice

Conclusion and call to action

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Agenda

Client protection principles

Principle #6 in practice

The client perspective

Participant feedback

Tools for improving practice

Conclusion and call to action

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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