On the 25th May it will be one year since the General Data Protection Regulation Act (GDPR) came into force in the European Union. Your business likely implemented new processes and systems last year to ensure it’s compliant, but in today’s fast paced environment, it’s time to check that all your client data is being stored securely as intended. Our COO, Robin Parker, looks at protecting client data and GDPR-compliant CRM systems.

 Most companies and businesses collect their customers’ data. Such as names, address, email, postal code. For brokerages, sensitive data is also collected – passport, ID and bank statements. Together with automation and data analysis, storing data is a way to provide a personalised service – and as long as the individual’s privacy rights are upheld this can be beneficial for the client. 

Understanding and protecting client data isn’t as complicated as it may first appear, but it does require thoughtful analysis of how that data is collected, stored, and used. For example, where do you keep client information? Is it on spreadsheets or emails across different devices? Do several people have access to this information on their hard drives? 

With GDPR now one year old, your business should have the answer to these questions and ensure that all data is safely secured. All your systems should be GDPR compliant and in the process of doing this, your business likely implemented new processes. However, in today’s fast-paced world, even systems that are one year old can soon become outdated. So it’s time to check if these are still working as intended and compliant.   

Having a GDPR-ready CRM system in place helps brokers manage customer data more efficiently, securely, and minimises time spent manually curating data. For example, if your client wants to be removed from your database, you need to honour their request and send a confirmation of deletion. Or, if they request an electronic report of all data you store on them, you’ll need to be able to generate that report for each customer individually and demonstrate that you’ve been storing it in a secure way.


An end-to-end GPPR compliant solution can help save time and resources. Instead of having to manually remove the customer’s data from multiple sales, marketing, and customer service databases, or painstakingly sifting through various resources and double-checking what data you store on them and where, systems like Smartr365 can execute this process at the push of a button. This eliminates human error and removes another time-consuming admin task from your ‘to-do’ list.

Client data is also a rich source of information which can help you maintain and grow your business. Platforms such as Smartr365, which have intelligent access to this information, can deliver insights which assist with tasks from renewing existing clients and sourcing products, to helping you identify which areas of your business deliver the most value or those aspects you need to improve.

As mortgage technology continues to develop apace, you can get ahead of your competition by taking advantage. Getting your client data right is a foundational and important step which can enable a host of other possibilities, and platforms like Smartr365 can help not only with this step, but every step beyond on an end-to-end journey.