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Compliance Solutions
That Safeguard Financial Services

Simplify global privacy, accessibility, and transparency obligations across all customer touchpoints

Financial institutions and insurance providers navigate some of the strictest privacy, accessibility, and transparency requirements worldwide. From GDPR and GLBA data handling, wiretapping consent for chat and call recordings, ADA accessibility standards, to managing customer data subject requests, every interaction requires careful attention.

Clym’s ReadyCompliance® platform supports financial services businesses by adapting consent experiences to 150+ global regulations based on customer location and business activity. Capture valid consent for cookies, marketing, and customer service monitoring, while offering accessible digital experiences and maintaining clear policy documentation. With automated consent records and jurisdictional rule management, your teams can focus on serving customers while respecting global privacy expectations.

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Navigating financial services compliance complexity

Complex data privacy and accessibility requirements—here's how Clym simplifies it all

Financial services compliance challenges

The financial services landscape presents unique regulatory hurdles that traditional compliance solutions struggle to address:

Financial institutions collect and process highly sensitive customer data requiring sophisticated consent management for cookies, analytics, and marketing technologies while maintaining transparent data practices.

Serving customers across different regions creates complex privacy compliance requirements from GDPR in Europe to CPRA in California, each with distinct consent and data handling obligations.

Financial services must provide inclusive digital experiences for customers with disabilities, facing increasing pressure to comply with accessibility standards and avoid litigation risks.

Financial institutions using chat monitoring or live support features need specialized wiretapping consent management to comply with state and federal recording laws while maintaining customer service quality.

Growing regulatory and customer expectations for transparent data practices, clear privacy policies, and accessible channels for customer concerns and data requests.

Financial services compliance challenges

How Clym addresses financial services needs

Clym transforms complex, multi-vendor compliance requirements into a single, intelligent platform built for data-sensitive industries. Our ReadyCompliance® technology analyzes your company characteristics (location, sector, industry, employee count, revenue, data processing activities) combined with each customer's location and device to determine precisely which regulations apply to each interaction. Meanwhile, RealtimeCompliance™ continuously scans your website to identify and classify over 1,200 third-party services, intelligently managing their consent requirements to help them load appropriately based on applicable regulations and user preferences—protecting your institution while maintaining optimal functionality.

Handle multiple consent types including cookies, VPPA video consent, wiretapping consent, and specialized authorization with distinct consent receipts and audit trails for each category.

Streamline customer requests to access, delete, or modify their personal data with workflows that support compliance with privacy regulations across multiple jurisdictions.

Provide inclusive digital experiences with comprehensive accessibility tools while maintaining reporting channels for accessibility issues and professional documentation.

Establish clear communication channels for customer concerns, legal document management, and company data transparency that support regulatory compliance and customer trust.

How Clym addresses e commerce needs

Essential features for finance and insurance

Financial institutions require sophisticated compliance tools that understand data sensitivity, customer trust requirements, and the need for comprehensive audit trails:

Support multiple consent formats including generic cookie consent, Global Privacy Controls, Global Privacy Protocol, Google Consent Mode V2, and IAB TCF 2.2 EU frameworks—presenting the appropriate format based on customer location and applicable regulations.

For financial institutions using chat monitoring features, generate specific consent receipts for wiretapping activities, maintaining separate audit trails from general cookie consent to comply with state and federal recording laws.

VPPA consent management for video content, generating distinct consent receipts managed separately from cookie consent to support video privacy compliance requirements.

Handle customer requests to access, delete, or modify personal data with secure workflows, deadline tracking across jurisdictions, and detailed documentation for compliance audits.

Our accessibility widget provides six pre-configured profiles and 25+ customization options, helping customers with disabilities access financial services effectively while supporting accessibility issue reporting workflows.

Generate and maintain compliant cookie and privacy policies with version control, plus centralized management of all legal documents.

Essential features for e commerce

How financial institutions use Clym

Financial services companies leverage Clym's comprehensive platform to address their most pressing data privacy, accessibility, and transparency challenges.

Banks and investment firms serving international customers deploy ReadyCompliance® to automatically present appropriate consent mechanisms for each jurisdiction, supporting GDPR, CPRA, and other regional privacy requirements.

Financial institutions use specialized wiretapping consent forms to collect proper consent for chat monitoring activities, maintaining distinct consent records for compliance with state and federal recording laws.

Financial institutions implement comprehensive transparency infrastructure including whistleblowing channels, content takedown workflows, and clear data subject request processes to support customer trust and regulatory expectations.

How e commerce businesses use Clym

Finance and insurance-specific compliance considerations

Navigate the unique data privacy and accessibility challenges facing financial services

Cookie and tracking consent complexity

Financial institutions typically use numerous tracking technologies for analytics, fraud prevention, customer experience, and marketing that require sophisticated consent management:

Support for Generic Cookie Consent, Global Privacy Controls, Global Privacy Protocol, Google Consent Mode V2, and IAB TCF 2.2 EU based on customer location and business requirements.

Separate consent management for VPPA (video content), wiretapping (chat monitoring), and generic cookie consent with distinct audit trails for each category.

Financial services operating across borders must navigate varying privacy frameworks.

Cookie and tracking technology management

Accessibility standards for financial services

Financial institutions face specific accessibility requirements and elevated litigation risks:

Six specialized settings automatically optimize financial services platforms for customers with ADHD, seizure sensitivity, low vision, dyslexia, color blindness, and cognitive disabilities.

Structured workflow for customers to report accessibility barriers with tracking and resolution management to support continuous improvement.

Create and maintain comprehensive accessibility statements demonstrating commitment to inclusive financial services.

Accessibility standards for e commerce

Transparency and accountability infrastructure

Growing expectations for transparent data practices and accessible customer communication channels:

Centralized management of company information and data processing activities with clear transparency for customers and regulators.

Version-controlled management of privacy policies, terms of service, and other legal documents with automated updates as regulations evolve.

Whistleblowing workflows for reporting concerns, content takedown processes for addressing issues, and comprehensive data subject request management.

Country and state restrictions with VPN/proxy detection to support regulatory compliance and business requirements for financial services operating across multiple jurisdictions.

Transparency and accountability infrastructure

Getting started

Deploy your complete compliance solution instantly with ReadyCompliance® technology

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Instant setup

Create your account and ReadyCompliance® automatically configures compliance settings based on your company characteristics (location, sector, industry, size, revenue, data processing activities) and your customers' locations and devices.

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Brand integration

Customize the widget appearance to match your store's design with automatic brand color detection and flexible styling options.

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Live protection

Your compliance solution activates immediately with default settings optimized for financial services operations. Fine-tune configurations as needed through the intuitive Control Center.

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Chief Compliance Officer, Enterprise Retail Client

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Navigate 150+ Global Regulations
With Confidence

From GDPR to CCPA, ADA to WCAG, our comprehensive coverage supports compliance wherever your users are located.

Explore our regulation guides

Join thousands of businesses protecting their users and supporting regulatory requirements. Start by assessing your website compliance with data privacy and accessibility regulations across the globe.