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Guide to HIPAA-Compliant Customer Engagement

How can you build a strategy to drive customer conversion and retention while also maintaining compliance?

This guide will help you set the foundation for a customer engagement strategy where compliance and KPIs go hand-in-hand.


  • Foundations – top considerations for compliant operations and tooling
  • Customer data – how (and how not) to use personal health information
  • Building effective, data-driven campaigns – nurturing leads and customers effectively within the landscape of compliance

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“What really makes stand out is your focus on data. You make it easy to get the data we need, whether it’s sending it in or getting it out. The cherry on top is we can leverage our data to dynamically personalize our segmentation efforts and messaging.”

—Marc Messer, Director of Digital Marketing, Soundview Communication,