Four ways which Intelligent Office can help with GDPR

With GDPR coming into force on 25 May 2018 we have put together a short fact sheet outlining how Intelligent Office (iO) can help financial advisory firms comply with the new regulation. In short, iO helps firms comply with GDPR in a number of ways:

  • Privacy by design (termed by the regulator)
  • Secure client communication
  • Securely handle sensitive client documents
  • Manage your privacy settings
  • Improve your data quality
  • Ensure data accuracy
  • Eliminate your rekeying data errors
  • Individual identification and verification
  • Accountability for your data
  • ISO27001 – the highest security standard
  • Breach reporting to the regulator
  • Data handling and processing
  • Subject data access requests
  • Storing your documents securely
  • Data portability
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