Privacy policy

1. Objective

The objective of this Privacy statement is to explain how we collect, use, share and protect your personal data and how we enable your rights when you interact with us or access our app and the content displayed on or through it

This document supports the following principles:

We are committed to process personal data honestly, ethically, with integrity, and always consistent with applicable law and our values.

We are transparent about the personal data we collect, use, share and store.

Individuals who interact with us should easily understand how we collect and process their personal data and their rights with respect to this personal data.

Personal data we collect about you

The categories of personal data we may collect about you may include:

business contact details, such as first and last name, phone, email address and information related to the legal entity you represent;

interests and preference details, such as registrations for webinars and events, information about your interaction and activity with our Website, solutions or adverts, content accessed, downloads of content;

communication and customer satisfaction content, including any personal information you include in the communications with us and feedback, suggestions, or commentary on the Website, as well as other tools that help us streamline our operations;

online identifiers, device and technical information, such as advertising IDs, date and time of accessing our Website, IP address, operating system type and version, unique device ID, browser type, browser language, domain, and other operating systems or platform information. This information is usually collected through the use of cookies, which are small files that websites send to a computer or wireless device to uniquely identify a browser or mobile device or to store information in a browser setting.

As a general rule we do not process sensitive personal data about racial or ethnic origin, political opinion, philosophical beliefs, religion, sexual orientation, genetic data, health, criminal records or union membership unless required by law or union agreement for data subjects in some countries. In special cases, however, where there is a legal basis, or legitimate security reasons, sensitive data can be processed as allowed under applicable law in certain jurisdictions.

How do we use your personal data

Providing you with services and content

Sending you our latest news and updates or the information you requested

Conduct customer satisfaction surveys and collecting feedback

Analyzing conversations, phone calls, or other type of communication that takes place between you and our team

Researching prospects using publicly available information obtained from service providers (for example business to business lead generation service providers or social media networks)

Improving and developing the app’s functions and content, including related support and maintenance.

Preventing, detecting and remediating any security incidents, protecting against malicious, deceptive, fraudulent, or illegal activity, and taking action, as appropriate, against those responsible

Compliance with a mandatory legal obligation

When you are visiting our Website, we may store on or retrieve information from your browser, mostly by using cookies. A cookie is a small software file stored temporarily or placed on the hard drive of your device in order to allow a web server to identify your device and the web browser you use, in order to recognize you when you are visiting our Website again. Cookies may also store preferences or other information about you. The information does not usually directly identify you, but it can give you a more tailored experience.

As part of our endeavors to train our teams, learn from the interactions with your, and continually improve our service standards, we may record and analyze phone calls or other conversations that take place between you and our teams. We understand the importance of your privacy and want to ensure we are transparent about this practice and, thus, recording calls will only take place after obtaining your explicit consent. Your consent is entirely voluntary, and you have the right to refuse or withdraw your consent at any time. Refusal or withdrawal of consent will not affect your interaction with our teams.

Who we share information about you with

We may share personal data about you with:

Our affiliated companies within the FinOS Group;

Companies or consultants who are engaged to perform services for, to, or on behalf of a company in the FinOS Group, including for example, security, IT and software services and technical support providers, back-office, archiving and data storage services suppliers; These entities are carefully selected and regularly reviewed by us to ensure that your personal information is protected. These entities may only use the data for the purposes specified by us and are also contractually obligated to process your personal information in accordance with this privacy statement and applicable data protection legislation.

Consultancy services providers and any other similar services providers (e.g., lawyers, auditors, accountants, on various matters);

A third party or body where such disclosure is required to satisfy any applicable law, or other legal, contractual or regulatory requirement;

In conjunction with any merger, sale or acquisition of a company in the FinOS Group.

Where we process information about you.

How long we keep information about you

We will store your information for as long as you it is no longer required to serve the purpose of the processing. We may also retain some of that information for long as is necessary to fulfil any legal or regulatory requirements and the purposes for which it was collected as prescribed by the law.

Where we de-identify personal information and it no longer identifies an individual (for example for analytics and statistics purposes or to improve and develop our business and solutions) we may keep the information indefinitely.

How do we keep your personal information secure

Within FinOS the security and confidentiality of your personal information are very important, therefore we put in place all technical and operational security measures to protect your personal information for unauthorized access or use, ensuring that we can always restore information in case of data corruption, loss or disaster recovery situation.