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Business contacts

Collection of personal data

PwC processes personal data about contacts (existing and potential PwC clients and/or individuals associated with them) using a customer relationship management system (the “CRM”).

The collection of personal data about contacts and the addition of that personal data to the CRM is initiated by a PwC user or is transmitted through electronic form, and will include name, employer name, contact title, phone, email and other business contact details. In addition, the CRM may collect data from PwC email (sender name, recipient name, date and time) and calendar (organiser name, participant name, date and time of event) systems concerning interactions between PwC users and their contacts.

Use of personal data

Personal data relating to business contacts may be visible to and used by PwC users for the following purposes:

  • Administering, managing and developing our businesses and services
  • Providing information about us and our range of services
  • Making contact information available to PwC users
  • Identifying clients/contacts with similar needs
  • Describing the nature of a contact’s relationship with PwC
  • Performing anonymized analytics, including producing metrics for PwC partners, such as on trends, relationship maps and sales intelligence.

In addition, the CRM uses an algorithm to evaluate the strength of interactions between a PwC user and a contact. This ranking is primarily based on interaction frequency, duration and response time.  

PwC member firms do not sell or otherwise release personal data contained in the 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 will be retained on the CRM for as long as it is necessary for the purposes set out above and proportionally with the relationship duration with a business contact, in accordance with the applicable regulations.

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