Professional services · client-confidential data

A regulated services firm puts CRM, marketing and consent under its own encryption keys

Illustrative scenarios written by Pact to show what the product does. They are not customer testimonials: Pact has no named customer references yet, and every number in them is a design target, not a measurement.

“Our keys, our consent record, one platform instead of three.”

CTO · Professional services · illustrative scenario

Design targets written by Pact, not measurements.

BYOK

per-tenant data-encryption keys via your KMS

1 consent record

shared by CRM, marketing and audit

3 → 1

vendors holding client contact data

1 platform

for CRM + marketing + consent + audit

Background

Background.

Professional services firm with client-confidential contact data. Their CRM, marketing automation and consent tracking ran on three vendors, each holding its own copy of every client contact.

Challenge

Challenge.

A client security review asked who could read the firm's contact data and under whose keys. The honest answer named three vendors and three key policies, and consent state differed between them.

The CTO wanted a structural fix: one platform, encrypted under the firm's own keys, with one consent record that every send checks.

Solution

Solution.

Pact Team ships BYOK encryption (per-tenant data keys wrapped by the customer's KMS) on the same SKU as the CRM. The team imported their CRM data and configured BYOK against their AWS KMS during setup.

Consent state migrated with the records, and the marketing journeys rebuilt in Pact check that one consent record before each send.

Result

Result.

One vendor now holds the client contact data, encrypted under the firm's own key. Key rotation runs on the team's schedule against their own KMS; key lineage is visible in the admin UI.

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The stories above are scenarios written by Pact, not customer references. Run your own numbers with the live calculator, or talk to sales for a real quote.

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