For banks, insurers, municipal utilities

Hyper-personalisation & GDPR: how individual can banks, insurers and municipal utilities be?

Individual messaging and data protection are not mutually exclusive – as long as you know where the limits are. In 45 minutes, we present the legal position as of September 2026 and an example journey that complies with it.

Live · [DATE], [TIME]

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Duration 45 min · online · free of charge

What you will take away

When personalisation is possible on the basis of legitimate interest and when profiling requires consent.
Which rules apply to email, letter, SMS and personalised landing pages.
What a consent check per channel before every send looks like in practice.

Compliance gate · Reminder 2 Example data

Send preparation · batch “Reminder 2”12,480 contacts

Email consent present 9,312Why?
only letter permitted → fallback to letter 2,604Why?
Withdrawal → stopped 41Why?
Frequency limit reached → postponed 523Why?

This gate cannot be deactivated.

Example · demo dataWhat we show in the example section: compliance gate with letter fallback.

Agenda

0–10 minWhat hyper-personalisation is(Status: done)
10–25 minLegal bases, the profiling threshold, channel rules(Status: done)
25–30 minExample journey “Reinvestment” (example)(Status: done)
30–45 minQuestions(Status: goal)

Speakers

[NAME]

[ROLE] (campaign practice)

[EXPERIENCE, 2 sentences]

[NAME]

[ROLE] (data protection)