Business contacts

Collection​ ​of​ ​personal​ data

PwC processes personal data about business contacts including any of the following: existing and potential PwC clients, individuals associated with them, members of the press, legal and business advisers, and other third parties and intermediaries PwC interacts with in the course of business.

PwC may collect business contacts’ details directly or indirectly from the business contacts, and/or from publicly available sources including social media sites, and/or from third parties, such as companies operating public relations or business development databases. PwC may collect details including name, contact details and other information (such as job title, employer, areas of business interest and other business details). 

PwC processes personal data about business contacts using a customer relationship management system (the “PwC CRM”). 

In addition to the above, the PwC CRM may collect data from PwC email and calendar  systems (names, date, and time) concerning interactions between PwC users and contacts or third parties.

Use​ ​of​ ​personal​ data

Personal data relating to business contacts may be used for our legitimate interests and the legitimate interests of other PwC member firms for any combination of the following purposes:

• Administering, managing and developing our businesses and services
  We may process personal data in order to run our business, including:
  • managing our relationship with clients;

  • developing our businesses and services (such as identifying client needs and improvements in service delivery and learning more about a client, relationship opportunity we or other PwC member firms have an interest in);

  • analysing and evaluating the strength of interactions between us and a business contact.  The PwC CRM uses an algorithm to help with this analysis and the ranking is primarily based on interaction frequency, duration, recency and response time;

  • performing analytics, including (i) to produce metrics for PwC leadership, such as on trends, relationship maps, sales intelligence and progress against account business goals and (ii) in combination with various other client and sales related data, including past outcomes to identify actionable variables to assist our sales teams;

  • maintaining and using IT systems;

  • hosting or facilitating the hosting of events and meetings; and

• administering and managing our website and systems and applications.

• Carrying out market research and market analytics
• We may use business contacts’ information to conduct surveys or other forms of market research, and to carry out market analytics and profiling, so we can develop  and offer appropriate products and services.

• Providing information about us and our range of services
  
  Unless we have been asked not to, we may collect, store and use business contact details to provide information to business contacts that we think will be of interest about us and our services.  For example, press releases, industry updates and insights, marketing relating to other services that may be relevant and invitations to events. We may send you these communications by email, post, telephone and messages to your mobile phone and through social media. We will only send electronic marketing communications to business contacts in a business-to-business context, where we have the recipient’s prior consent or where it is otherwise lawful to do so. 

If you decide that you don't want to receive marketing communications from us, you can unsubscribe. In that case we will include your details on a suppression list so we do not send you further marketing communications. We may still send you emails regarding factual, transactional and/or servicing information in connection with products or services we are providing to you or your organisation.

PwC member firms do not sell or otherwise release personal data contained in the PwC CRM to third parties for the purpose of allowing them to market their products and services without consent from individuals to do so.

Data retention

Personal data of clients, potential clients, or their associates will be retained on the PwC CRM for as long as we have, or need to keep a record of, a relationship with a business contact, which is for the duration of our relationship with a contact or their organisation. Personal data of business contacts will be retained in line with our retention policy.

Personal data may be held for longer periods where extended retention periods are required by law or regulation and in order to establish, exercise or defend our legal rights.  

When and how we share personal data and locations of processing

The PwC CRM is provided by Salesforce and is hosted in Salesforce’s European data centers. Use of the PwC CRM is supported by additional functionality provided by Introhive,  including profiling, and certain personal data in the PwC CRM may be  processed by Introhive on its servers. The information in the PwC CRM may be accessed by PwC member firms for the purposes described above. For details of our member firm locations, please click here.  Further details about the processors (such as IT service providers) used by PwC and locations of processing are provided here.