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Page 25 of 37

New Medicare Express Consent Requirements | CMS 2025 Final Rule


Summary Hi, I’m with the government, and I’m here to help—if your idea of help means dealing with yet another regulation related to capturing express written consent. There are now over 80 countries and dozens of states with privacy laws. The latest CMS 2025 rule… Continue Reading

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June 27, 2024


DNC Compliance: It Only Takes One Mistake


Summary For businesses conducting outbound calling or texting campaigns, managing TCPA compliance is crucial to avoid significant financial penalties. Many companies’ Do Not Call (DNC) infrastructures are outdated, having been built 20 years ago. As technology and regulations evolve, it is essential to ensure that… Continue Reading

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March 13, 2024


Data Silos Cause Communication Gaps


Summary Years ago, my mother called to say she’d visit at 5:00, but I forgot to tell my wife. When my mom arrived, the house was chaotic, and my wife was frustrated, saying it would have been nice to know in advance. This mirrors how… Continue Reading

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January 23, 2024


Difference Between Preferences & Consent


Summary The difference between a preference and consent can be understood through a simple analogy. A preference is like asking a friend if they want to play baseball; it’s an opt-in or opt-out choice for specific topics, such as outdoor gardening or power tools, in… Continue Reading

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Integrate Do Not Call Compliance with Preferences


Summary Remember the cool kids in the 80s with Air Jordans, a Walkman, and Atari 2600? You can be the cool kid in marketing by implementing a consent and preference management solution. If you’re considering this, it’s a good time to also integrate a Do… Continue Reading

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January 22, 2024


Customer Preferences Require More Than One Flavor


Summary Do you think Starbucks would be successful if it only offered one flavor of coffee? Likely not. Just as people have varied coffee preferences, customers also have diverse communication preferences. For instance, some want basic product information, others enjoy detailed technical documents, and some… Continue Reading

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Give Customers Opt-Down Options


Summary Customer relationships can be as tricky as celebrity divorces, marked by irreconcilable differences. When a customer globally opts out of all communications, it’s like saying they never want to hear from you again. However, with some compromise, you have a 75% chance of saving… Continue Reading

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Preference Center Organization


Summary You know that junk closet where you throw everything? We all have one. You don’t know where to put that unused DVD player, empty picture frame, or extra parts from your disposal, but you toss them in, knowing you’ll need them someday. Then, when… Continue Reading

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January 20, 2024


Centralized Consent Repository is Foundational


Summary It was important for us to have a stand-alone centralized solution to have all data in one location. This centralization is crucial because if we ever need to respond to regulators, we can refer to one source of truth. Additionally, by building this platform,… Continue Reading

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January 19, 2024


Preferences Enable Compliance, Communications, & Content


Summary At Scotiabank, we implemented a preference management platform to comply with Canada’s anti-spam legislation, which is a key priority for our heavily regulated financial institution. This implementation allowed us to focus not only on regulations but also on increasing opportunities to contact customers via… Continue Reading

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January 18, 2024


Page 25 of 37

What Our Customers Say

We could go on forever about the benefits of preference management, but sometimes it’s better to let our customers do the talking.

Listen to their challenges and solutions — and get inspired!

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