POLICY
Finiosity respects your privacy and is committed to handling personal and business information responsibly. This policy explains what information may be collected, and how that information is used, protected, and shared.
About This Policy
This Privacy Policy explains how Finiosity collects, uses, protects, and shares information when you visit the website, complete the Finiosity Diagnostic, contact us, or schedule a conversation.
Contact Finiosity About Privacy.
1. Information We Collect
We may collect information in the following ways.
Information You Provide
You may provide personal information when you:
– Submit a contact form
– Schedule a conversation
– Complete a Finiosity Diagnostic
– Request information about our services
– Subscribe to communications
– Communicate with us by email, telephone, or another method
– Engage Finiosity for consulting or advisory services
The information you provide may include:
– Name
– Email address
– Telephone number
– Company or organization
– Job title or professional role
– Information included in messages or inquiries
– Diagnostic responses and results
– Information about your organization’s finance function, capabilities, priorities, challenges, or operating environment
– Other information you voluntarily choose to provide
Please do not submit Social Security numbers, financial account credentials, protected health information, or other highly sensitive personal information through the website or diagnostic.
Information Collected Automatically
When you visit the website, certain information may be collected automatically through cookies, analytics technologies, server logs, and similar tools. This information may include:
– Internet Protocol address
– Browser type and version
– Device type and operating system
– Referring website or source
– Pages visited
– Date and time of access
– Time spent on the website
– Links or features used
– General geographic information derived from an IP address
– Cookie and similar technology identifiers
This information helps us understand how visitors use the website and improve its performance, content, security, and functionality.
2. How We Use Information
Finiosity may use the information collected to:
– Respond to questions and inquiries
– Schedule and conduct conversations
– Provide diagnostic results or related information
– Understand an organization’s needs, priorities, and potential service opportunities
– Evaluate whether Finiosity’s services may be appropriate
– Develop proposals, statements of work, or engagement recommendations
– Provide consulting, advisory, diagnostic, educational, or other requested services
– Maintain business records
– Operate, administer, secure, and improve the website
– Analyze website usage and performance
– Communicate about Finiosity services, insights, events, or updates when permitted
– Prevent fraud, misuse, security incidents, or unlawful activity
– Comply with legal, regulatory, contractual, or professional obligations
– Establish, exercise, or defend legal rights
We do not use diagnostic responses to make automated decisions that produce legal or similarly significant effects about individuals.
3. Finiosity Diagnostic Information
The Finiosity Diagnostic is intended to help identify areas that may warrant additional evaluation. Diagnostic questions may ask about your organization’s finance operations, capabilities, systems, information, priorities, decision-making, or performance environment.
Depending on how the diagnostic is configured, responses may be associated with information such as your name, email address, company, or professional role.
Finiosity may use diagnostic information to:
– Generate or provide diagnostic results
– Identify potential strengths, gaps, or areas for further discussion
– Identify areas that may warrant further discussion or evaluation
– Prepare for a consultation or potential engagement
– Improve the diagnostic and related services
– Analyze responses in an aggregated or de-identified form
Where diagnostic information is collected as part of an Organizational or Individual Diagnostic arranged within a client engagement, that information is used and disclosed in accordance with the terms of the applicable engagement, in addition to this Privacy Policy.
Diagnostic results are informational and are not a substitute for a detailed assessment, professional advice, or a formal consulting engagement.
We do not sell diagnostic responses. Access may be provided to service providers that support the diagnostic, website, communications, or related business operations.
4. Cookies and Similar Technologies
The website may use cookies and similar technologies to:
– Enable essential website functions
– Remember visitor preferences
– Maintain website security
– Measure traffic and website performance
– Understand how visitors interact with pages and content
– Improve the visitor experience
Some cookies may be placed by third-party service providers whose tools are used on the website.
You may be able to control cookies through your browser settings or through a cookie preference tool made available on the website. Disabling certain cookies may affect website functionality.
Finiosity will update this section if advertising cookies, tracking pixels, remarketing tools, or other nonessential tracking technologies are added.
5. How We Disclose Information
Finiosity may disclose personal information to service providers that perform services on our behalf, such as providers supporting:
– Website hosting
– Website design and administration
– Contact forms
– Diagnostic tools
– Scheduling
– Email and communications
– Data storage
– Analytics
– Cybersecurity
– Professional, legal, accounting, or operational support
These providers may access information only as reasonably necessary to perform services for Finiosity, subject to their own contractual and privacy obligations.
We may also disclose information:
– When required by law, regulation, subpoena, court order, or governmental request
– To protect the rights, property, security, or safety of Finiosity or others
– To investigate suspected fraud, misuse, security incidents, or unlawful conduct
– In connection with a business transaction, reorganization, merger, acquisition, financing, transfer, or sale involving all or part of the business
– With your consent or at your direction
6. Sale and Sharing of Personal Information
Finiosity does not sell personal information for monetary consideration.
Finiosity does not currently share personal information for cross-context behavioral advertising or targeted advertising.
If our practices change, this Privacy Policy and any required privacy controls will be updated.
7. Third-Party Services and Links
The website may use or link to services operated by third parties, including website hosting, diagnostic, scheduling, analytics, communication, social media, or other platforms.
These third parties maintain their own privacy policies and practices. Finiosity is not responsible for the privacy, security, content, or practices of websites or services that we do not control.
Visitors should review the privacy policies of third-party services before providing personal information to them.
8. Data Retention
Finiosity retains personal information only for as long as reasonably necessary to:
– Fulfill the purposes described in this Privacy Policy
– Respond to inquiries
– Evaluate and administer potential or active engagements
– Maintain appropriate business and professional records
– Resolve disputes
– Enforce agreements
– Satisfy legal, regulatory, tax, accounting, or reporting requirements
Retention periods may vary depending on the nature of the information, the purpose for which it was collected, and applicable obligations.
Information that is no longer reasonably needed may be deleted, anonymized, or securely disposed of.
9. Data Security
Finiosity uses reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, loss, or destruction.
However, no website, internet transmission, electronic communication, or data storage system can be guaranteed to be completely secure. You should use appropriate caution when submitting information electronically.
The FTC recommends that businesses collect only information they need, protect retained information, and dispose of it securely when it is no longer required.
10. Your Privacy Choices and Rights
Depending on where you live and applicable law, you may have the right to request that Finiosity:
– Confirm whether we process your personal information
– Provide access to personal information we maintain about you
– Correct inaccurate personal information
– Delete certain personal information
– Provide a portable copy of certain information
– Explain the categories of information collected and disclosed
– Allow you to opt out of certain forms of data processing
– Withdraw consent where processing is based on consent
You may also unsubscribe from marketing emails by using the unsubscribe link included in the message or by contacting us.
To submit a privacy request, contact us using the information in the Contact Us section below. We may need to verify your identity before fulfilling a request. Certain information may be retained where permitted or required by law.
Finiosity will not discriminate against an individual for exercising an applicable privacy right.
11. Do Not Track and Global Privacy Controls
Some web browsers offer a “Do Not Track” setting. Because there is not currently a universally accepted standard for responding to all Do Not Track signals, the website may not respond to them consistently.
Where required by applicable law and supported by the website’s technology, Finiosity will recognize legally valid browser-based opt-out preference signals.
12. Children’s Privacy
The website and Finiosity’s services are intended for businesses, professionals, and adult users. They are not directed to children under 13, and Finiosity does not knowingly collect personal information from children under 13.
If you believe that a child has submitted personal information through the website, contact us so that we can review and address the matter.
13. Business and Professional Information
Information submitted through the website may relate to your employer, client, or another organization. You should provide organizational information only when you are authorized to do so.
Please do not submit confidential, proprietary, regulated, privileged, or sensitive information through a general website form unless Finiosity has specifically requested it and an appropriate method of transmission has been established.
Submitting an inquiry, scheduling a conversation, or completing a diagnostic does not create a client, advisory, fiduciary, or other professional relationship with Finiosity.
14. Visitors Outside the United States
Finiosity is based in the United States, and information submitted through the website may be processed and stored in the United States.
If you access the website from another country, you understand that privacy and data protection laws in the United States may differ from those in your jurisdiction.
15. Changes to This Privacy Policy
Finiosity may update this Privacy Policy periodically to reflect changes in:
– Website functionality
– Services
– Technology
– Vendors
– Information-handling practices
– Legal or regulatory requirements
The revised policy will be posted on this page with an updated effective date. Material changes may also be communicated through another reasonable method when appropriate.
16. Contact Us
If you have questions about this Privacy Policy, wish to exercise a privacy-related right, or have concerns regarding Finiosity’s handling of personal information, please submit your request through our Contact Us form.
[Contact Finiosity About Privacy]
Select Privacy Policy under “What would you like to discuss?” so your inquiry can be routed appropriately.