Securing Data and Anonymizing PII: How Surveypal CXM Protects Your Business and Customers

Data privacy is no longer just a legal obligation. It’s a cornerstone of customer trust and business resilience. As organizations collect and analyze customer feedback to improve experiences, they must ensure that sensitive information is handled securely and complies with regulations like GDPR. Our Customer Experience Management (CXM) tool is designed to address these challenges, offering advanced capabilities to anonymize Personally Identifiable Information (PII) and protect data at every step.

Here’s how our solution balances privacy, compliance, and analytics to give your organization complete peace of mind.

Your Data Stays in the EU. Always.

In compliance with GDPR and other European regulations, all data collected and stored through our CXM tool remains within the EU. This ensures that your business meets the most stringent legal requirements while reinforcing trust with your customers.

When it comes to data analysis, we as of today offer two options:

1. OpenAI Analysis
   Leverage cutting-edge models for deep insights. However, this involves temporarily transferring data outside the EU during processing.
2. Azure OpenAI Analysis
   For organizations prioritizing data residency, Azure OpenAI keeps all data processing within the EU. While the models available on Azure are slightly older and may not deliver the same analytical depth, this option ensures absolute compliance.

What this means for you: Whether your focus is on analytical precision or strict data residency, we offer a tailored approach that meets your needs.

Two Levels of PII Protection: Tailored to Your Needs

Our CXM tool empowers you to manage PII with flexibility and precision. We offer two robust methods to protect sensitive information:

1. Exclude PII Entirely

You can configure the system to skip storing specific fields altogether. For example, you might decide not to retain customer names or phone numbers in raw data, ensuring no trace of these fields exists.

2. AI-Driven Anonymization

For data fields (such as open feedback) you want to retain for analysis (e.g., location or email domains), our AI-based anonymization transforms sensitive details into secure, non-identifiable formats. For example:

• Names
• Email addresses
• Phone numbers
• Social Security
• Passport and Credit Card numbers

How it works: These transformations occur before data enters raw storage, ensuring that your organization never holds sensitive data in its original form. For external systems, anonymization is performed using Azure OpenAI to maintain EU compliance.

Note: While we have safeguards in place with the AI-driven Anonymization, we cannot guarantee a 100% deletion of all PII in every scenario.

Simplified Control with an Intuitive Interface

We know that privacy isn’t one-size-fits-all. That’s why we’ve designed an easy-to-use configuration interface that puts control in your hands:

• Survey Tool – surveys: A dedicated page lets you review all data fields and decide whether to exclude or anonymize them.
• External data sources: The existing data mapping interface now includes anonymization options, ensuring seamless integration with your workflows.

During synchronization, these configurations are applied automatically. This ensures that no sensitive data reaches your raw tables in its original form.

Why it matters: By giving you clear, simple options to manage PII, we help you maintain compliance without disrupting your data operations.

Why Our Approach Stands Out

While many tools claim to handle data securely, here’s what sets our CXM solution apart:

1. Proactive Anonymization
   Anonymization occurs before data is stored, eliminating risks associated with raw data breaches.
2. Flexible Privacy Options
   Whether you need to comply with GDPR or meet the expectations of privacy-conscious customers, our tool adapts to your organization’s needs.
3. Transparency and Control
   A user-friendly interface ensures you always know how your data is handled, empowering you to make informed decisions.
4. Choice of Analytical Depth
   From OpenAI’s advanced insights to Azure OpenAI’s EU-contained processing, we provide options that balance privacy and analysis quality.

Conclusion: A Solution You Can Trust

Data privacy doesn’t have to come at the expense of insights. Our CXM tool provides a secure, compliant, and customizable solution for managing PII while extracting the full value of your data. Whether you prioritize cutting-edge analytics or strict EU data residency, we’ve got you covered.

Take the Next Step
Discover how our CXM tool can help you secure your data and build trust with your customers.

• Request a Demo to see anonymization in action.
• Contact Us to discuss your organization’s privacy needs.

By choosing our CXM tool, you’re not just complying with regulations—you’re setting a new standard for customer privacy and trust.