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Protecting customer data is a process that protects information from cyberattackers and accidental leaks. CX executives who adhere to this strategy can create personalized experiences that build trust with consumers, improve customer loyalty and increase the bottom line.

It’s PII (personally identifiable information), PII and medical records, financial information, or even social security numbers, keeping customers their information secure is vital for maintaining a trusted relationship. It’s also important to follow the privacy laws that govern data, which differ from region to regional (PIPEDA is Canada, HIPAA is the US and GDPR is the EU).

Set up roles based upon the responsibilities of each employee and assign permissions in line with the job duties. This ensures that when an employee moves on or read this is promoted their access rights change along with the change in their role. It’s recommended to protect data while it’s in transit as well as at rest, using tools such as 256-key bit length encryption for email communications, or encryption at the file level on systems and servers.

Also, be sure to cut or shred any paper copies of the customer’s data prior to throwing them away. When a computer is decommissioned, you should wipe the hard drive or physically destroy it. This will keep any data from getting into the wrong hands. This simple proactive measure can significantly decrease the risk of the possibility of a data breach.