We are excited to announce a new update to the LISA platform: Know Your Customer (Beta), a feature designed to streamline the process of documenting implicit consent when a lead reaches out to your company. With the introduction of Know Your Customer, it is now easier than ever to help your business meet regulatory standards by efficiently tracking and managing consent. 

This article will guide you through the key aspects of the Know Your Customer update, the current capabilities available, and what’s coming soon in our full tool suite.

What are DNC and TCPA Regulations?

Before diving into the details of Know Your Customer, it’s essential to understand the regulations surrounding consumer outreach:

• Do Not Call (DNC) Regulations: Under U.S. consumer protection laws, businesses must obtain proper consent before contacting consumers, especially those listed on the National Do Not Call (DNC) Registry maintained by the Federal Trade Commission (FTC). It is essential for businesses to take extra precautions when reaching out to consumers on this list, ensuring compliance with regulations unless there is explicit consent or an existing business relationship.
• Telephone Consumer Protection Act (TCPA): The TCPA regulates telemarketing calls, text messages, and faxes. Under TCPA rules, businesses must obtain explicit written consent from consumers before making certain types of calls or sending texts to them. Failure to comply can result in significant fines and legal consequences.

The introduction of the Know Your Customer feature in LISA is aimed at streamlining your business processes to document consent, while still enabling effective lead engagement.

It is each company’s responsibility to ensure they are TCPA compliant. Spectrum’s tools can assist by providing the information necessary to help refute compliance claims, but it is up to each business to stay compliant with national & local regulations.

If you have specific legal questions around TCPA regulations or whether your business is currently compliant, refer to your legal counsel. If you do not have an attorney, Spectrum is happy to provide a referral.

What Does 'Know Your Customer' Offer?

Know Your Customer Beta is designed to help your business efficiently track, manage, and verify consumer consent to contact, ensuring you stay compliant with evolving regulations. As consumer protection laws become more stringent, it’s crucial to have the right tools in place.

What our tool does for your business:

• Captures and documents consent from all lead sources—online and offline.
• Provides a complete history of each lead’s consent, including key details like name, email, phone, date, and IP address.
• Makes it easy to track and manage consent documentation, ensuring compliance is simple for your team.
• Offers quick access to individualized lead reports, helping you prove consent when needed.

Staying agile is key—regulations will continue to evolve, and your business needs processes that adapt efficiently to these changes. Our tool helps you stay ahead by making compliance straightforward and scalable.

Coming Soon: The 'Know Your Customer' Suite

We're expanding the Know Your Customer tool to offer even more powerful compliance management. The full suite will help your business:

• Reduce TCPA Risk: Capture consent immediately and gain insights into potential risks with every new lead.
• Manage Consent: Easily track and manage consent, including when customers revoke it, ensuring you're compliant by stopping contact through the requested channels.
• Connect to the DNC Registry: Provide a streamlined connection to check leads against the DNC Registry, making it easier to verify continued consent before reaching out.

These features will make it easier to stay compliant, reduce risk, and manage consumer consent efficiently.

Get the Most Out of LISA with Simple Consent Management

The Know Your Customer tool makes it easier than ever for businesses to document compliance with DNC and TCPA regulations while maximizing lead engagement.

For more information or assistance with the Know Your Customer update, please reach out to our support team or consult our additional online resources:

• ​ How Do I Email Consent Records for a Lead?​
  
• ​ Does the LISA Admin Track Consent from Leads?
• ​ How Do I Edit/Enable Disclaimer Consent in Forms?​