This Mortgage Lender was operating in the wild west, there was very little compliance with the ever growing regulations meaning that every so often, the staff would be harassed and threatened with liability .

We sat with internal staff and external lawyers to determine key rules, this was then automated and rolled out.

It all now means that the operations manager and the board can sleep a little better knowing that customers data and the business are in safe hands.

The company can avoid legal action and loss of trust which is key for building any brand long term