Protecting client data during onboarding

Many businesses collect sensitive data from their clients during the onboarding process, such as passport photos and tax ID number.

However, if you don’t take the right steps to protect and secure this data, you’ll be susceptible to hacks, which could lead to penalties, lawsuits, a downturn in clients, and more.

By implementing an effective system for capturing client data, you can confidently provide a safe experience that protects against potential threats.

Know what to collect

Be sure to only collect the information that is required. If you gather a wide range of data, some of which you may not even necessarily need, that makes it more valuable.

As a result, you run the risk of hackers showing more of an interest in accessing it, as it is worth more to them.

It’s important to obtain the data you need before the start of the onboarding process. The next steps are organising, uploading, and validating what has been collected. 

GDPR and transparency

It is crucial to ensure secure data handling by complying with the guidelines of GDPR (General Data Protection Regulation).

By showing that you prioritise data safety, you will be enhancing the reputation of your business, whilst building trust with your clients.

Additionally, you should always provide transparency to clients on how their personal information is being used.

Data capture forms

A data capture form is designed to collect and store specific data securely, acting as an essential part of any business’s compliance with GDPR.

By using GDPR-compliant data capture forms, you know that you are adhering to regulations, whilst protecting your clients’ private information.

We can help

Want to streamline your onboarding process by handling client data capture correctly?

Here at FibreCRM, our client data capture component ensures data is kept secure and encrypted during and after transmission.

Our component offers:

• Pre-defined data capture forms
• One click to send a form
• Client uploads data and document
• GDPR-compliant
• Approvals, reminders, and alerts.

Want to know more? Contact our team today.