Life events become customer requests: process address and name changes, death notifications and other updates in a structured workflow. Processes, evidence and integration are agreed in writing for your pilot.
Moving customers need to notify several providers. Different notification channels make progress harder to track.
Without notification, letters and invoices may go to the old address. Confirmed updates help prevent this.
Entry, checks and updates are separate steps. A shared processing status makes pending work visible.
Business portal as the standard access
Receive structured change notifications
Verified identity and authorisation
Logging of security-relevant events
The pilot starts in the business portal. Additional integrations are implemented only when scope, timing and security requirements are agreed in the offer.
Approved notifications are provided through the agreed channel. Availability and confirmation depend on the recipient and pilot scope.
Identity and authorisation are checked before delivery; approved data is transmitted in a structured format.
Security-relevant changes, approvals and delivery events are logged and can be evaluated for authorised reviews.
Business portal and verified updates within the pilot scope agreed in advance.
Changes, required checks and pending steps are brought together in the agreed pilot workflow.
The business portal is the standard access. Additional integrations enter the pilot only after technical and contractual clarification.
Core platform and stored data are located in the Supabase project region in Zurich; external services are listed in the privacy policy.
Consent-based, documented processes; external and legal review under revFADP and GDPR is still pending.
Price, term, scope and any additional services are set out in the written offer before launch.
Maintaining customer data should no longer be a burden.Our goal is less repeated data entry and a clear processing status. We measure actual benefits together during the pilot.
Life events
For businesses, life events become specific customer requests: address and name changes, death notifications, new contact or bank details, cancellations and data protection requests. Connect PD Business aims to support their structured processing. The requests, evidence and integrations included in your pilot are agreed in writing before launch.
The pilot scopes are a basis for discussion. Binding services, term and fees are set out in the offer agreed in writing beforehand and the applicable terms and conditions.
Discuss your processes and next steps with us. Together we define pilot scope, integration and success criteria.