• Banking & insurance

A French international insurance group

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RGPD compliance and optimized personal data management in a major financial institution

Objective: Strengthen RGPD compliance and improve the security and management of personal data.

A structured, appropriate and engaging project

A major financial services institution has launched an ambitious project to strengthen its RGPD compliance. This program includes :

  • An in-depth diagnosis of the existing situation
  • Securing personal data
  • Team training and awareness-raising through interactive and gamified formats

The approach was tailored to the specific needs of each site, with a dual objective: to perpetuate best practices and reduce the risks associated with personal data.

PALMER’s added value

  • RGPD expertise: Comprehensive support for compliance and personal data management
  • Safety diagnosis: Assessment of existing protection systems
  • Engaging training: Interactive, gamified modules to maximize buy-in
  • Guidelines: Specific documents adapted to multi-site contexts
  • Personalized follow-up: Regular support to ensure continuity of best practices

The keys to success

  • Complete analysis: Precise RGPD diagnosis and identification of gaps
  • Innovative training : Gamification to maximize team involvement
  • Adapted guidelines : Taking account of multi-site operational realities
  • Reinforced governance: Setting up solid compliance management structures
  • Continuous improvement: post-project monitoring to ensure the sustainability of actions

Course of the mission

  • Phase 1 – Diagnosis: Assessment of risks and existing safety systems
  • Phase 2 – Guidelines: Creation of RGPD standards adapted to different sites
  • Phase 3 – Training: Deployment of interactive modules and gamified workshops
  • Phase 4 – Raising awareness: workshops and internal communication campaigns
  • Phase 5 – Follow-up: Support for teams and implementation of compliance KPIs

Challenges

  • Volumetry and diversity: Complexity in the classification of personal data
  • Multi-site environment: need to harmonize practices between entities
  • Team involvement : Mobilization in a context of heterogeneous practices
  • Sustainability: Maintaining good practices over time without losing commitment

A concrete, measurable impact

  • Enhanced compliance: Effective compliance with the RGPD
  • Adoption of best practices: Effective, participative employee training
  • Risk reduction: Adapted processes and strengthened governance
  • Team mobilization : High level of commitment thanks to fun, targeted approach
  • Process optimization: Setting up operational guidelines for each site
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