Privacy Policy

Last updated: January 2025

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Your Privacy Matters

At Fintier Advisory, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

1. Information We Collect

Personal Information

We may collect personal information that you provide directly to us, including:

  • Name and contact information (email, phone number, address)
  • Business information (company name, industry, role)
  • Billing and payment information
  • Account credentials
  • Communication preferences

Automatically Collected Information

When you visit our website or use our services, we automatically collect:

  • Device information (browser type, operating system)
  • IP address and location data
  • Usage data and browsing patterns
  • Cookies and similar tracking technologies

Call Data

For partners using our call services, we collect call recordings, call duration, caller information, and call outcomes for quality assurance and billing purposes.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Provide, maintain, and improve our services
  • Process transactions and send billing information
  • Communicate with you about services, updates, and promotions
  • Respond to your inquiries and provide customer support
  • Monitor and analyze usage patterns and trends
  • Ensure quality assurance and compliance
  • Protect against fraud and unauthorized access
  • Comply with legal obligations

3. Information Sharing

We do not sell your personal information. We may share your information in the following circumstances:

  • Service Providers: With third-party vendors who assist in our operations
  • Business Partners: With partners as necessary to provide requested services
  • Legal Requirements: When required by law or to protect our rights
  • Business Transfers: In connection with mergers, acquisitions, or asset sales
  • With Consent: When you have given explicit consent to share

4. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Remember your preferences and settings
  • Understand how you interact with our website
  • Analyze and improve our services
  • Deliver targeted advertising

You can control cookies through your browser settings. Note that disabling cookies may affect the functionality of our website.

5. Data Security

We implement industry-standard security measures to protect your information, including:

  • SSL/TLS encryption for data in transit
  • Encrypted storage for sensitive data
  • Regular security audits and assessments
  • Access controls and authentication measures
  • Employee training on data protection

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. Call recordings are typically retained for 90 days unless otherwise agreed or required for compliance purposes.

7. Your Rights and Choices

Depending on your location, you may have the following rights:

  • Access: Request a copy of your personal information
  • Correction: Request correction of inaccurate information
  • Deletion: Request deletion of your personal information
  • Portability: Request transfer of your data to another service
  • Opt-out: Unsubscribe from marketing communications
  • Do Not Sell: Opt out of any sale of personal information

To exercise these rights, please contact us using the information provided below.

8. California Privacy Rights (CCPA)

California residents have additional rights under the CCPA, including the right to know what personal information is collected, the right to delete personal information, and the right to opt-out of the sale of personal information. We do not sell personal information as defined under the CCPA.

9. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in compliance with applicable data protection laws.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued use of our services after changes become effective constitutes acceptance of the revised policy.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: