Consent Management for Financial Services
Manage customer consent across banking, insurance, and investment products with full DPDP Act, RBI, and SEBI compliance.
How DPDP Transforms Financial Services
Customer Data Rights
DPDP Act grants customers the right to access, correct, and erase financial data — banks and NBFCs must build consent-driven data governance frameworks.
KYC & Onboarding Compliance
Financial institutions must obtain explicit consent before collecting Aadhaar, PAN, and financial records during KYC — with clear purpose and retention limits.
Cross-Selling Restrictions
DPDP restricts use of customer data for cross-selling and marketing without specific, informed consent — impacting insurance, mutual funds, and lending verticals.
Why Financial Services Needs Smart Consent
High-Volume Customer Data
Manage consent from millions of customers across savings, lending, insurance, and investment products.
Multi-Regulator Compliance
Navigate DPDP Act alongside RBI, SEBI, IRDAI, and PFRDA data protection guidelines simultaneously.
Sensitive Financial Data
Protect transaction records, credit scores, investment portfolios, and personal identification data.
Regulatory Audit Requirements
Maintain comprehensive, tamper-proof consent records for multi-regulator audits and compliance reviews.
Purpose-Built for Financial Services
KYC Consent Automation
Digitally capture consent during customer onboarding, eKYC, and video KYC with full audit trails.
Product-Level Consent
Manage granular consent per product — loans, credit cards, insurance, investments — with purpose-specific workflows.
Regulatory Dashboards
Monitor consent compliance across RBI, SEBI, and IRDAI requirements from a unified dashboard.
Multi-Entity Support
Manage consent across banking, NBFC, insurance, and AMC entities within a single financial group.
Encrypted Data Vault
Store consent records and financial documents with bank-grade encryption and access controls.
Agent & DSA Portal
Enable direct selling agents and relationship managers to capture compliant consent on your behalf.
Transform Your Consent
Operations
- Reduce KYC consent processing time by up to 70%
- 100% audit-ready records for RBI & DPDP compliance
- Eliminate manual consent tracking across products
- Centralized consent management across all entities
- Automated consent refresh for regulatory changes
- Seamless integration with core banking and CRM systems
75%
Faster KYC Consent
100%
Audit-Ready Records
60%
Reduced Compliance Cost
10x
Faster Audit Response
Built for Every Financial Segment
Retail Banking
Capture customer consent for account opening, data sharing with credit bureaus, and marketing communications.
Lending & NBFC
Manage borrower consent for credit assessment, data collection, and third-party verification processes.
Insurance
Handle policyholder consent for health data, claims processing, and renewal communications.
Wealth Management
Ensure investor consent for portfolio data processing, transaction monitoring, and advisory services.
Ready to Achieve Financial Consent?
Join leading financial institutions using Consent Keeper to automate compliance and protect customer data.
Schedule a Demo →