A Guide to Protecting Customer Data Across Branch Marketing

Secure & Compliant Localized Campaigns

For financial marketers, localized campaigns are essential—but so is control. When branches personalize outreach, the risk of non-compliance, data exposure, and inconsistent messaging rises fast.

This guide outlines how marketing leaders can:
  • • Enforce compliance without slowing down local teams
  • • Embed legal requirements into campaign workflows
  • • Track every interaction for full audit readiness
  • • Protect customer data across regions and channels
Built for CMOs and compliance-driven marketing teams, this resource explains how GearBox® by IRIS enables secure, compliant campaign execution across every branch—at scale.
Download the guide and bring security and speed into alignment.
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