How a Leading Bank Modernized Consent Management at Scale

A multi-product retail and lending bank replaced fragmented consent records with one auditable operating layer across assisted, digital, and branch channels.

95%

Faster Audit Prep

99.9%

Consent Accuracy

40%

Reduced Compliance Costs

Operational challenge

Legacy consent systems across multiple product lines created inconsistent tracking, audit gaps, and high manual effort during compliance reviews.

Implementation approach

A unified consent platform was introduced with KYC-aligned data capture, reusable consent templates, and central audit visibility across channels.

Standardized template design for retail banking, lending, and servicing journeys.

Introduced reusable API-backed consent widgets for branch-assisted and digital capture.

Centralized audit exports and operational dashboards for compliance and operations teams.

Governance outcomes

Reduced dependency on manually assembled audit evidence.

Improved consistency between branch, app, and backend consent records.

Gave compliance teams a single review surface for consent history and access events.