Trust, compliance and security
Built for therules youanswer to.
Our clients answer to consumer-protection rules. The systems we build are designed for that from the first line of code.
No pricing before we hear the scope. A partner replies the same business day.
01 Data ownership
Your data stays yours.
The client owns its data. Liaixon never sells it and never uses it to train third-party models.
What happens to client data
- Sold.
- Used to train third-party models.
02 Consent before contact
No consent basis, no launch.
Email goes first. Before any call, text or AI voice campaign launches, the client is the sender of record and confirms the consent basis for each contact. Without a documented consent basis, Liaixon does not launch it.
Client is the sender of record
Every message goes out in the client's name.
Email goes first
Before any call, text or AI voice campaign.
Documented consent basis?
The client confirms the basis for each contact.
Yes: call, text or AI voice
Only after the checks below.
No: not launched
Without a documented consent basis, Liaixon does not launch it.
- Numbers checked against the National and applicable state Do Not Call lists
- Text messaging registered in the client's name
- Opt-outs honored across every channel
- AI voice agents identify the business and disclose AI where required
03 Security practices
Six practices, on every engagement.
- 01
Multi-factor authentication
On every account, without exception.
- 02
Least-privilege access
Each person and system gets only the access the job needs.
- 03
Masked or sample data
Development and testing run on masked or sample data.
- 04
No AI write access to production
No AI coding agent holds write access to client production data.
- 05
Backups before migration
A verified backup is taken before any data migration.
- 06
Review and scanning
Human review and automated security scanning before deployment.
04 Liaixon Certified delivery
Signed off, or it does not ship.
Every system is tested, all code including AI-generated code is human-reviewed, and a security check is completed before anything ships. The Chief Engineer signs off on every deliverable.
- 01
Tested
Every system is tested against the agreed scope before handover.
Passed - 02
Human-reviewed
All code, including AI-generated code, is reviewed by a person.
Passed - 03
Security checked
A security check is completed before anything ships.
Passed - 04
Signed off
The Chief Engineer signs off on every deliverable.
Passed
Documented claims
When in doubt, we leave it out.
Statements about Liaixon's capabilities, credentials and results are accurate and documented before they are published or presented. When in doubt, we leave it out.
Vendor review
Ready for your questionnaire.
A written information security summary and subprocessor list are available for the vendor review questionnaires mortgage, lending and insurance clients complete.
Regulated work
Licensed work stays licensed.
Liaixon systems support, and never replace, licensed client personnel. Liaixon does not provide insurance advice, bind coverage, take mortgage loan applications, or negotiate loan terms, and its fees are never contingent on or calculated from commissions or loan closings.
Liaixon systems support
- Answer
- Remind
- Book
- File
Licensed client personnel only
- Insurance advice
- Binding coverage
- Mortgage loan applications
- Negotiating loan terms
Never contingent on, or calculated from, commissions or loan closings.
Start here
Bring the hard questions.
Consent, data handling, security, vendor review. Ask them in the discovery session, before anything is priced.
No pricing before we hear the scope. A partner replies the same business day.
See how an engagement runs