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