You can't use e-mail from May to send and receive client details - what are you going to do? - Please have a look at this, it is the most likely answer
3. What is the GDPR Problem?
Life’s Too Short To Be Mediocre – HBS The Professionals Choice
From 25th May 2018 e-mail
cannot be used to send or
receive client’s personal details
4. mi-Zone is a Cloud Based
Remote Access System
Life’s Too Short To Be Mediocre – HBS The Professionals Choice
The Systems work together to replace your e-mail system (i.e Outlook,
Hotmail, Gmail etc.)
18. Why Use A Remote Access System?
Remote Access Systems – ICO’s View
“The GDPR introduces a new best practice
recommendation that, where possible,
organisations should be able to provide remote
access to a secure self-service system which
would provide the individual with direct access
to his or her information (Recital 63)”
19. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Please contact us for more details
and a demo
Tel: 01730 829829
e-mail: enquiries@homebuyersystems.com
Welcome to a quick overview of the definitive answer to your GDPR communications problems ….. mi-Zone.
I will show you how you can overcome the issues and not have to resort to clunky, complex encrypted e-mail systems
So ….. A quick reminder of the problem and deadline …….. GDPR does not allow the sending and receiving of client details by e-mail ……….. The deadline is 25th May
mi-Zone at its basic level replaces all the facilities you use e-mail for …… so as well as Clients ….. Introducers (such as Estate Agents, solicitors, accountants and so on) …… and other companies you may share Client details with too
In this overview I am going to concentrate on the communications between you and your Clients …… that is mi-Zone and the Client Portal …. mi-World
Naturally, the first thing to do is to add the Client on your mi-Zone …… to do this simply click the “New Client” button ….. Complete the details and save them
That adds takes care of adding them …. Now to give them a mi-World Portal ….. Click the button, click send …… and your new Client will automatically receive an e-mail giving them access
Amy (the new client) will receive the e-mail and click the link to the Login screen …….. Then login to her very own mi-World Portal you have provided her with ….. more about Amy’s mi-World Portal in a moment
Next on mi-Zone you need to set up a “Worksheet” for the product you are advising them on ….. in this example a mortgage ...... Just the basics are needed at this stage
From the Worksheet you can communicate with your client ….. In this case we are sending a Terms of Business document to Amy
As soon as the “Submit” button is clicked Amy gets an e-mail telling her she has a new mi-World communication ….. She clicks the link to open her Portal and sees she has a new document ….. She then opens it
Clients are very likely to be picking up your messages on their ‘phones ……. No problem there is a facility in the message to open them on their ‘phone
Amy has been sent a Factfind to complete by her Advisor through mi-Zone ……. She completes, attaches it and clicks “Add Document” to send it ….. This automatically sends an e-mail to let them know
The Advisor clicks the link in the e-mail and will see the new document ….. They click on it to open the document
A “Timeline” feature in both mi-Zone and mi-World allows both the Advisor and Client to see exactly what has happened and when …… giving another huge advantage over using encrypted e-mails
GDPR brings greater challenges around providing Subject Access Requests – Not a problem with mi-World ….. it provides the client with access to their information any time they want to look at it
So mi-Zone and mi-World provide a solution that has so much more than e-mail offers ….. However if you have other relationships (e.g Estate Agents, Solicitors, Accountants and so on) … that rely on you sending or receiving client details … then adding mi-Introducer provides this …. Covering every eventuality …. Leaving you to get on with business post GDPR
ICO give two alternatives to overcome the issue …… Encypted e-mail …. or Remote Access Systems …… this is their recommendation for best practice
So if you have not already been given a trial period …. to have a look at the system …. please get in touch and we will arrange one for you ….. We look forward to hearing from you
