Privacy Policy of Insient Consulting

Effective Date: December 11, 2024

At Insient Consulting, we value and respect your privacy. This Privacy Policy outlines how we collect, use, store, and protect your personal and business data when you engage with our services, including the FinSightAI Platform and On-Demand CFO Consulting Services. By using our services, you agree to the practices described in this policy.

1. Information We Collect

We collect both personal and business information in order to provide our services effectively. The types of information we collect include:

A. Personal Information:

Name: Full name of the individual contacting or engaging with us.
Contact Information: Email address, phone number, and mailing address.
Account Details: Username and password for accessing the FinSightAI platform.
Payment Information: Billing details for subscription services, including payment card information (handled securely through a third-party payment processor).
B. Business Information:

Company Name: Name of the organization or business using our services.
Financial Data: Data provided through our FinSightAI platform, including financial records, transaction details, and ERP system data.
Consulting Data: Information provided during On-Demand CFO Consulting engagements, including financial statements, business strategies, and reports.
2. How We Use Your Information

We collect information for several purposes, primarily to provide, improve, and personalize our services. Specifically, we use your information to:

Provide Services: Deliver and manage the FinSightAI platform and On-Demand CFO Consulting Services, including the processing of your financial data, managing accounts, and ensuring smooth integration with your systems.
Improve User Experience: Analyze usage trends and feedback to improve the functionality of FinSightAI and the quality of our consulting services.
Support and Communication: Respond to your inquiries, provide customer support, and communicate with you about updates, product features, and service enhancements.
Billing and Payment: Process payments and manage subscriptions for the services you purchase, including generating invoices and receipts.
Legal Compliance: Comply with legal obligations, such as regulatory requirements and financial audits, that are applicable to our services.
3. Data Sharing and Disclosure

We are committed to protecting your privacy. We will not share your personal or business information except in the following cases:

Service Providers: We may share data with third-party service providers who assist us in operating our services (e.g., payment processors, hosting providers, and software vendors). These providers are contractually obligated to safeguard your data and are restricted from using it for purposes other than those related to our services.
Legal Requirements: We may disclose information if required by law, regulation, or legal process, including to comply with subpoenas, court orders, or government requests.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your personal and business information may be transferred as part of the transaction. We will notify you of such a change through our website or via email.
4. Data Security

We employ industry-standard security measures to protect your data from unauthorized access, alteration, or disclosure. This includes:

Encryption: Sensitive information, such as payment details, is encrypted during transmission using secure protocols (e.g., SSL/TLS).
Access Controls: We restrict access to personal and business data to authorized personnel who need it to perform their duties.
Regular Audits: We perform regular security audits to ensure our data protection practices are up-to-date and effective.
While we take reasonable steps to protect your data, no system is completely secure. You are encouraged to take precautions when accessing our services, including using strong passwords and logging out of your account when not in use.

5. Retention of Data

We will retain your personal and business information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including for legal or regulatory purposes. Once the data is no longer needed, we will securely delete or anonymize it.

6. Your Rights and Choices

You have certain rights regarding your personal data, which include:

Access and Correction: You can request access to the personal information we hold about you and request corrections if the information is inaccurate or incomplete.
Deletion: You may request the deletion of your personal information, subject to any legal obligations we may have to retain the data.
Opt-Out: You can opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or contacting us directly.
Data Portability: You may request a copy of your personal information in a structured, commonly used format for transfer to another service provider.
To exercise these rights, please contact us at [email protected]

7. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience with our website and services. These technologies may track usage patterns, preferences, and other details. You can control cookie settings through your browser settings, but please note that disabling cookies may affect the functionality of certain services.

8. International Transfers

If you are located outside of the United States, please be aware that your information may be transferred to and stored in servers located in the United States or other jurisdictions. By using our services, you consent to the transfer of your data to these locations, where privacy laws may differ from those in your country.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we make changes, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your data.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or your data, please contact us at [email protected]