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Fall 2026 Leader
Rated 4.6/5 on G2
170+ verified reviews from privacy, security, and marketing teams.
Read Customer StoriesTop rated consent management platform based on 170+ reviews on G2.
Overview
Financial services companies use Ketch to simplify privacy operations and unlock better customer experiences and campaigns from consented data.
Privacy law reaches banking through the GLBA, the CCPA/CPRA, and a growing list of state statutes, each with its own opt-out and disclosure mechanisms. Ketch consent and preference management automatically applies the correct policy by jurisdiction, so a new law means a configuration update, not another add-on module.
Banking customers make consent choices within digital experiences your brand has spent years building and making trustworthy, and the privacy layer should uphold that standard. Ketch Privacy Experiences provides 400+ no-code customization options for banners, modals, and preference centers, so compliance, marketing, and digital teams ship on-brand experiences without waiting on an engineering queue.
Campaigns in financial services run on permissions as much as on segments. Ketch integrates with CRMs, CDPs, and marketing automation platforms, attaching the current consent status to customer records so that cross-sell, onboarding, and retention programs use only the data each customer has agreed to.
Customers expect control over how their bank reaches them, and opt-in records scattered across statements, apps, and campaign tools turn every send into a compliance question. Ketch Marketing Preference Management gives customers one place to manage channels and topics across email, SMS, phone, and mail, and syncs those choices to the systems that run your outreach.
A customer opts out in the mobile app, then logs in to online banking, then visits a branch, and each channel uses a different identifier for the same person. Ketch Identity Synchronization links logins, device IDs, and hashed email addresses into a single record, so a choice captured in any channel is enforced across all of them.
Financial services teams answer to examiners, auditors, and regulators on a schedule no other industry keeps, and California’s 2025 CCPA updates add formal risk assessment and cybersecurity audit obligations on top. Ketch Risk Assessments & Reporting generates assessments from live system data, and the Privacy 360 Analytics suite maintains enforcement evidence, so documentation is current when the request arrives rather than assembled afterward.
Ketch Data Mapping scans your systems and your vendor agreements, extracting data categories, processing scope, residency, and security obligations directly from DPAs and subprocessor lists. The result is a regulator-ready inventory of what personal data you hold, where it lives, which third parties touch it, and under what terms, which is exactly the evidence third-party risk reviews and ROPA requests demand.
The Ketch Agent Network auto-populates DPIA and PIA templates using live system data, so assessments start 80% complete rather than blank. Agents evaluate completed assessments against your own uploaded policies and catch contradictions such as indefinite retention against a stated six-month policy, while continuous gap analysis compares your actual configuration against enforcement obligations and surfaces contract gaps with specific citations and assignable remediation steps.
Rights requests in financial services carry identity-verification stakes that most industries never face, and manual handling multiplies both the workload and the risk of errors. Ketch DSR Automation confirms the requester is who they claim to be, then orchestrates fulfillment across banking systems, CRMs, and partner platforms on regulatory deadlines, logging every step for the examiner who will eventually ask.
Pixel and session replay litigation has reached banking and lending sites, and the exposure usually starts with a tag nobody remembers approving. Data Sentry analyzes real-time network traffic, the actual data packets leaving your site, and detects unauthorized collection so your team finds the problem before opposing counsel does.
Case study
The Ketch team is incredibly responsive. I can't recall ever having this level of support from a vendor. The flexibility and dedication they show to moving fast and getting issues resolved makes a huge difference.
Consumer research
Financial services companies use Ketch to simplify privacy operations and create better customer experiences and campaigns, fueled by consented, permissioned data.
In “The Person Behind the Data,” a survey of 5,000+ consumers across the US and UK, we asked people what data practices impact their purchase intent. For financial services firms, consumers name retention — storing data for an appropriate amount of time, vs. indefinitely — as the biggest factor. Among US adults who have ended a relationship with a company over broken trust, 29% say a financial services brand was involved, the highest of any industry. Are you storing consumer data for longer than needed? It’s likely not worth the risk.
51% of Gen Z named a fintech as their most trusted financial brand. Incumbent brands must invest in trust initiatives to build loyalty with younger audiences. Financial services firms have access to our most sensitive personal data. As a result, consumers scrutinize how broadly financial services firms share consumer data with partners. All financial services firms are competing on customer experience, which can be enhanced by leveraging third party relationships. Getting the experience vs. trust balance right is paramount.
To comply with modern privacy regulations (like CCPA/CPRA in California), collecting consent preferences from your customers is only half of the consent and preference management equation. The second half is enforcing those preferences. Are you reflecting people’s privacy choices across your data systems and apps, ensuring their preferences are respected everywhere? Smart companies will stop making hollow customer promises, and shift to creating collection and usage strategies that respect people’s choices everywhere.
Related reading
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