Can you meet the Wft information requirements?

The newly revised Wft regulations create an interesting problem for financial services. All information provided to (former) customers has to be reproducible. Marketing expressions also have to comply with this duty for their customers. Full transparency is compulsory. 

How to comply with the Wft regulation?

A central marketing database with a workflow system is essential. It gives you an overview of all your communication expressions and shows you exactly when you informed whom on what. A central marketing database registers all contact moments as well as all accompanying data, such as specifications, standard texts and expense overviews. This enables you to provide the appropriate information at any time, should the government request it. Centraal Beheer Achmea has prepared itself for the new regulations in cooperation with Paragon. Paragon’s advice and software played a central role in this preparation.

Would you like to know how Achmea complies with the Wft regulation?

Read about the implementation of a central database at Achmea and ask for our case study. Fill out the form and we will immediately send you the PDF of the Achmea WFT case.