To perform our services, Finsight may collect personal identification information (“Personal Data”) from users in a variety of ways, including, but not limited to, when users visit our Sites, register on our Sites, view a page or transaction, download documents related to a page or transaction, subscribe to a newsletter, respond to a survey, fill out a form, and in connection with other activities, services, features or resources we make available on our Sites. We may collect a user’s IP Address and users may be asked for, among other things, name, company, email address, and phone number.
To ensure the quality and reliability of our services, we may collect non-personal identification information about users whenever they interact with our Sites. Non-personal identification information may include the browser name, the type of computer and technical information about users' means of connection to our Sites, such as the operating system and the Internet Service Providers utilized and other similar information.
Finsight may share information, including Personal Data, with its third-party service providers used to provide hosting, backup, storage, communications technology, and other services for Finsight. These third-party service providers may have access to or process Personal Data for the purpose of providing these services for Finsight; however, we do not permit our third-party service providers to use any Personal Data that we share with them for any other purpose than as necessary to provide services to Finsight.
|Third-Party Service Provider||Purpose||Finsight Platform||Entity Country||Website|
|Amazon AWS||Hosting||All Platforms||United States||https://aws.amazon.com/|
|Google Workspace||Email Service Provider and Enterprise Management||All Platforms||United States||https://workspace.google.com/|
|Front||Email Management||All Platforms||United States||https://front.com/|
|MessageBird||Email Service Provider||All Platforms||United States||https://www.sparkpost.com/|
|Twilio||Communications Technology||All Platforms||United States||https://www.twilio.com/|
|Third-Party Service Provider||Purpose||Finsight Platform||Entity Country||Website|
|Microsoft Teams||Webinar Provider||Evercall||United States||https://www.microsoft.com/en-us/microsoft-teams/|
|Zoom||Webinar Provider||Evercall||United States||https://zoom.us/|
|Webex||Webinar Provider||Evercall||United States||https://www.webex.com/|
|Otter.ai||Audio Transcription||Evercall||United States||https://otter.ai/|
|TurboBridge||Conferencing Provider||Evercall||United States||https://turbobridge.com/|
|Salesforce||CRM Communications Technology||All Platforms||United States||https://www.salesforce.com/|
Our Sites may use "cookies" to enhance user experience. A cookie is a small data file transferred to your computer. Some cookies are “session cookies” which means they are deleted when you close your browser; other cookies are “persistent” which means that they remain stored on your computer after you leave the Sites and after you close your browser window. Our Sites use both session and persistent cookies. You have the ability to delete cookies from your hard drive at any time, or to avoid cookies by setting your Internet browser to reject them or to notify you when a cookie is being placed on your hard drive. However, if you block cookies, you may not be able to use certain features on our Sites and/or may be required to re-enter information more frequently to use certain services on the Sites. For more information about cookies generally, for example, how to control and delete cookies, please visit www.allaboutcookies.org.
Below is a summary of the types of cookies we use and why we use them. We have a legitimate business interest in placing the following cookies on your device:
Strictly Necessary: These cookies are essential in enabling you to browse our Sites and use its features. Without them, basic Site services cannot be provided or the functionality will be significantly impaired.
Performance Cookies: These cookies collect anonymous information on how visitors use our Sites and whether they encounter error messages from the Sites. All information gathered is aggregated and therefore anonymized. They are used to improve how the Sites work and to analyze trends (on an anonymized basis).
Functionality Cookies: These cookies allow our Sites to remember choices you make while browsing, like language, font size, and other customizable site elements. The information associated with these cookies will not, by themselves, personally identify you. When you choose these preferences, you agree that we can place these functional cookies on your device.
Finsight’s services are utilized by various organizations to facilitate the secure transfer of documents and information to identifiable, qualified and / or authorized recipients. Toward this end, we may process and share personal identification information and usage statistics with our clients (underwriters, issuers, sponsors and their affiliates and advisors) for certain legitimate business purposes. This includes, but is not limited to, when users visit our Sites, view a profile, view a presentation, click on external links, securely download documents related to a profile or transaction, and the ability to identify and prevent fraud. We may use third party service providers to help us operate our Sites or administer activities on our behalf. We may share your information with these third parties for those limited purposes.
In addition, we may collect, hold, use and disclose your Personal Data for the following purposes:
Whenever we process data for these purposes we will ensure that we always keep your Personal Data rights in high regard and take account of these rights. You have the right to object to this processing by emailing firstname.lastname@example.org. Doing so may prevent your ability to access our Sites.
Finsight may perform services on behalf of its clients. All users have the right to opt-out or discontinue using the Finsight services and discontinue receiving email communications from Finsight at any time. Due to the predominant use case of our services as a secure medium to transfer information and documents to identifiable, qualified and / or authorized recipients, Finsight may not be able to offer its full services to users who do not wish to disclose their Personal Data.
Finsight has strict policies in place to protect the security and confidentiality of all user Personal Data we receive. Finsight limits disclosure of Personal Data to employees, its clients, its Sites users, and other EU-US Privacy Shield, Swiss-US Privacy Shield, or EU Standard Contractual Clause participants that have a specific business purpose for collecting, maintaining and processing such Personal Data.
Finsight may retain personal data for a minimum of 6-years to satisfy regulatory compliance, including, but not limited to, the Financial Industry Regulatory Authority (FINRA). For more information on FINRA, please visit http://www.finra.org/.
Finsight may disclose Personal Data as required by law, regulation or the rules of practice of a governmental or quasi-governmental body. Finsight may also disclose Personal Data to law enforcement officials in response to a lawful request made pursuant to national security interests or law enforcement requirements. Though we do not currently anticipate a change in our ownership, in the event of a sale of the company or a significant portion of its assets, Finsight may disclose or transfer Personal Data to a purchasing party that is EU-US Privacy Shield-compliant and/or Swiss-US Privacy Shield-compliant, or has implemented another valid data transfer mechanism, such as EU Standard Contractual Clauses, as applicable.
We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Sites.
Sensitive and private data exchange between our Sites and its users happens over an SSL secured communication channel and is end-to-end encrypted and protected with digital signatures.
For more information on our security, please see: https://finsight.com/security-policy
Users may find content on our Sites that links to the sites and services of our partners, suppliers, advertisers, sponsors, licensors and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Sites. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to, or from, our Sites, is subject to that website's own terms and policies.
By using our Sites, you signify your acceptance of this policy and terms of service. If you do not agree to this policy, please do not use our Sites. Your continued use of our Sites following the posting of changes to this policy will be deemed your acceptance of those changes.
Our Sites may link to external sites that are not operated by us. Please be aware that we have no control over the content and policies of those sites, and cannot accept responsibility or liability for their respective privacy practices.
This section covers Finsight’s collection, use and retention of Personal Data provided by those who access and use (individually, a “user” and collectively, “users”) our Sites, and those whose Personal Data Finsight transfers from European Union member countries and Switzerland to the United States. The Federal Trade Commission has jurisdiction over Finsight’s compliance with this Policy, the EU-US Privacy Shield Framework and the Swiss-US Privacy Shield Framework.
In compliance with the Privacy Shield Principles, Finsight commits to resolve complaints about our collection or use of your personal information. Individuals in the European Union with inquiries or complaints regarding our Privacy Shield policy should first contact Finsight's Data Protection Officer at:
Chief Operating Officer
+1 (888) 997-6610
Finsight has further committed to refer unresolved Privacy Shield complaints to EU Data Protection Authorities (“DPAs”), an alternative dispute resolution provider located in the European Union. If you do not receive timely acknowledgment of your complaint from us, or if we have not addressed your complaint to your satisfaction, please contact or visit http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm for more information or to file a complaint. The services of the EU DPA are provided at no cost to you.
As a last resort, privacy complaints that remain unresolved after pursuing these and other channels may be subject to binding arbitration before the Privacy Shield Panel to be created jointly by the US Department of Commerce and the European Commission.
Finsight limits access to Personal Data to those persons in Finsight’s organization, or agents of Finsight, that have a specific business purpose for maintaining and processing such Personal Data. Individuals who have been granted access to Personal Data are aware of their responsibilities to protect the security, confidentiality and integrity of that information and have been provided training and instruction on how to do so. Finsight takes appropriate measures to protect the security of Personal Data in order to ensure it is only accessed for its intended use. Personal data is protected from loss, misuse, unauthorized access, disclosure, alteration and destructions, taking into account the risks involved in the processing and the nature of the Personal Data.
As a user of the Sites, you agree to only process the Personal Data as necessary to review and evaluate the information included on the Sites and to protect the Personal Data with at least the same level of protection as provided in the Privacy Shield. You will notify Finsight if you make a determination that you cannot meet this obligation, and to cease processing or take other reasonable and appropriate steps to remediate when such determination is made.
In compliance with the Swiss – U.S. Privacy Shield Framework, Finsight commits to respond to inquiries and resolve complaints about your privacy and our collection or use of your Personal Data. Any Swiss citizen with inquiries or complaints regarding this Policy and/or his or her Personal Data should contact the following organization:
Swiss Federal Data Protection & Information Commissioner (FDPIC)
Where Supplier Personal Data: (i) is Processed in Australia by a Credit Suisse Affiliate; or (ii) relates to an individual Data Subject domiciled in Australia, the Supplier represents and warrants that it has notified all individuals who are subjects of the Supplier Personal Data of the Australian Privacy and Credit Reporting Policy available at www.credit-suisse.com/au.