Customer data and consent
Profiles built from agreed sources, with consent and contact preferences recorded and enforced.
Industry context
Marketing automation and customer data in financial services
We set up marketing automation so every journey uses only the data and consent it is allowed to use.
Marketing automation joins customer data, consent and campaign tools, so the first job is deciding which data may be used for which message. We set up the data connections, consent capture and journey templates, then train the team that will run campaigns.
Financial institutions work under close central bank supervision, with fraud exposure and customers who expect money to move instantly. Risk, compliance and operations teams need to see how each change affects controls before it goes live, so we involve them from design onwards. Marketing consent falls under the UAE PDPL and the Saudi PDPL, and TDRA and CST set the rules for SMS sender registration, so we configure channels market by market.
We hand over with runbooks and training, and can stay on under agreed service levels.
Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.
How the work is organised
From design to stable operation, with the evidence risk committees, internal audit and regulators ask for.
Journeys and campaigns
Journey templates, segments and message approval steps configured for your teams.
Measurement
Campaign and journey results reported against agreed measures, with control groups where useful.
Regulatory landscape
We map delivery evidence to the expectations of the regulator you answer to: the Central Bank of the UAE or, for capital market firms, the Securities and Commodities Authority; in Saudi Arabia, the Saudi Central Bank (SAMA), including its Cyber Security Framework, or the Capital Market Authority.
Channel set-up
Email, SMS, app and WhatsApp channels configured with sender registration and opt-out handling.
Bilingual content
Arabic and English templates, with right-to-left layouts tested on the devices customers use.
Checks before you start
Marketing automation is ready to start when consent is recorded reliably and the team has a first journey it wants to run.
- The classification of customer and transaction data has been agreed.
- Marketing and the privacy office have agreed which data may be used in which channels.
- The first journeys, and the measure each one should move, have been chosen.
Plan marketing automation and customer data in financial services
Share your current systems, compliance themes and timeline. We will return a phased plan, a staffing model and a risk register for your stakeholders to review.