Discover how Pax Insurance, a Swiss life insurance company, implemented Espresso Data Privacy Orchestration to automate personal data deletion across its IT landscape. The project achieved full GDPR/DSG compliance, eliminated manual workflows, and ensured reliable system-wide data management.
Pax, one of Switzerland’s leading insurance providers, has taken a significant step toward modern data privacy processes with our support. Through the implementation of the Espresso Data Privacy Orchestration solution, we successfully addressed the complex requirements of GDPR/DSG compliance while streamlining internal operations. The solution was seamlessly integrated into Pax’s existing IT landscape, enabling automated data deletion across various systems. This project marks a milestone in Pax’s digital transformation journey, showcasing their commitment to data security, operational efficiency, and regulatory compliance.
Founded in 1876, Pax is a long-standing Swiss company based in Basel. Pax Insurance is organised under the cooperative umbrella of Pax Holding and offers straightforward, needs-based solutions for private and occupational pensions. Pax customers are also members of the cooperative. They benefit from sustainable management and share in the company's financial success. Credible, forward-looking and direct – this describes the relationships Pax forges with its customers, business partners and employees.
With a strong commitment to data protection and regulatory compliance, Pax Insurance partnered with us to implement the Espresso Data Privacy Orchestration solution, aiming to enhance their data management processes and ensure adherence to GDPR/DSG standards.
Pax faced significant challenges in automating their data deletion processes while ensuring compliance with GDPR and DSG regulations. Despite having similar data objects and products as large insurance companies, they struggled with complex dependencies between applications. The company's internal infrastructure was undergoing significant transformation, with a new focus on leveraging technologies like Azure Service Bus and API Management. These solutions were still in their early stages, which further complicated the orchestration of automated data deletion workflows across the various systems.
We deployed our centralized data deletion orchestration solution, enabling seamless integration across Pax’s systems, automating data workflows, and ensuring compliance with regulatory requirements. The project involved several key phases:
The implementation of the Espresso Data Privacy solution has led to significant improvements for Pax Insurance, including:
"Pax stands for simple, digital processes with personal service for its customers and sales partners. Thanks to the Espresso Data Privacy solution, we have streamlined these processes and achieved full compliance with data protection laws effortlessly. The system has ensured smooth, uninterrupted operations across our organization, with minimal intervention required. We can now perform seamless upgrades without disrupting our day-to-day activities.
Additionally, the partnership with the team behind the solution has been invaluable — their expertise and support have been crucial in enabling us to achieve our goals while maintaining operational efficiency."
Our partnership with Pax continues as we explore additional automation features and further enhancements to both their data management processes and our Espresso Data Privacy solution. We value the close and open collaboration, built on strong mutual trust, which enables us to continuously adapt and evolve the solution to meet Pax’s changing needs. This ongoing partnership ensures that Pax remains at the forefront of data privacy management while maintaining operational efficiency and compliance.
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Download Pax Reference Case (PDF)
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