Privacy Policy

It’s our job to protect our client’s data. Below is how we handle your personal information.

Finsight Group, Inc (“Finsight”, “We”, “Our”) is committed to safeguarding your privacy online. This Privacy Policy governs the manner in which we collect, use, maintain and disclose information collected from our users and the rights users have to their personal information. This privacy policy applies to all products and services offered by Finsight including Allocate,,,,,,, and (the “Sites”).

Personal Identification Information

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.

Non-personal Identification Information

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.

Third-Party Processors

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.

Material Vendors

Third-Party Service ProviderPurposeFinsight PlatformEntity CountryWebsite
Amazon AWSHostingAll PlatformsUnited States
Google WorkspaceEmail Service Provider and Enterprise ManagementAll PlatformsUnited States
FrontEmail ManagementAll PlatformsUnited States
MessageBirdEmail Service ProviderAll PlatformsUnited States
TwilioCommunications TechnologyAll PlatformsUnited States

Non-Material Vendors

Third-Party Service ProviderPurposeFinsight PlatformEntity CountryWebsite
Microsoft TeamsWebinar ProviderEvercallUnited States
ZoomWebinar ProviderEvercallUnited States
WebexWebinar ProviderEvercallUnited States
Otter.aiAudio TranscriptionEvercallUnited States
TurboBridgeConferencing ProviderEvercallUnited States
SalesforceCRM Communications TechnologyAll PlatformsUnited States

Web Browser Cookies

Our Sites may use "cookies" to enhance the user experience. A cookie is a small data file transferred to your computer. Some cookies are "session cookies," which are deleted when you close your browser, while others are "persistent cookies" that remain stored on your computer after you leave the Sites and 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 configure your Internet browser to reject or notify you when a cookie is being placed on your hard drive. However, please note that blocking cookies may prevent you from using certain features on our Sites, and you may be required to re-enter information more frequently to access certain services on the Sites. For more information about cookies, including how to control and delete them, please visit

Below is a summary of the types of cookies we use and why we use them.

1. Functionality Cookies: These cookies are essential for enabling you to browse our Sites and use their features. Without these cookies, basic Site services cannot be provided, or the functionality will be significantly impaired. These cookies collect anonymous information about how visitors use our Sites and whether they encounter error messages. The information gathered is aggregated and anonymized. We use these cookies to improve the functionality and performance of the Sites and to analyze trends on an anonymized basis. The information associated with these cookies will not personally identify you. By choosing these preferences, you agree that we can place these functional cookies on your device. We have a legitimate business interest in placing these cookies on your device.

2. Marketing Cookies: These cookies are used to deliver marketing communications that are relevant to your use and future use of Finsight applications. Marketing cookies help us tailor our advertising campaigns and measure their effectiveness. These cookies are not directly identifying but are provided on an opt-in basis to comply with relevant regulations and data protection laws.

We strive to ensure that all cookies used on our Sites are lawful and comply with applicable data protection laws. By continuing to use our Sites, you consent to the placement of cookies on your device for the purposes outlined above.

Your Personal Information

By providing Personal Data to us, you consent to us collecting, holding, using and disclosing your Personal Data in accordance with this Privacy Policy. If you are under 18 years of age, you must have, and warrant to the extent permitted by law to us, that you have your parent or legal guardian’s permission to access and use the Sites and they (your parents or guardian) have consented to you providing us with your Personal Data. You do not have to provide Personal Data to us, however, if you do not, it may affect your use of our Sites.

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:

  • to enable you to customize or personalize your experience of our Sites
  • to enable you to access and use our Sites, associated applications and associated social media platforms
  • to contact and communicate with you
  • for internal record keeping and administrative purposes
  • to comply with our legal obligations and resolve any disputes that we may have

If we receive Personal Data about you from a third party, we will protect it as set out in this Privacy Policy. If you are a third party providing Personal Data about somebody else, you represent and warrant that you have such person’s consent to provide the Personal Data to us.

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 Doing so may prevent your ability to access our Sites.

Access To Your Personal Data, Limitations Of Use And Disclosure

All users have the right to access their Personal Data. You may do so by writing to Finsight via the Contacting Us section of this Privacy Policy.

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-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) 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

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-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) compliant, or has implemented another valid data transfer mechanism, such as EU Standard Contractual Clauses, as applicable.

Finsight acknowledges its potential liability in cases of its onward transfer of Personal Data to third parties that do not meet the criteria set forth in this Privacy Policy.

How We Protect Your Information

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:

Third Party Websites

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.

Changes To This Privacy Policy

Finsight has the discretion to update this Privacy Policy at any time. We encourage users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this Privacy Policy periodically and become aware of modifications.

Your Acceptance Of These Terms

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.

Limits Of Our Policy

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.

Contacting Us

If you have any questions about this Privacy Policy, the practices of our Sites, or your dealings with our Sites, please contact us at

Commitment To Comply With The EU-U.S. DPF And The UK Extension To The EU-U.S. DPF, And The Swiss-U.S. DPF

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-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce.

Privacy Practices (EU-U.S. Data Privacy Framework)

Finsight complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from the European Union and Switzerland to the United States, respectively. Finsight has certified to the Department of Commerce that it adheres to the Data Privacy Framework. If there is any conflict between the terms in this Privacy Policy and the Data Privacy Framework, the Data Privacy Framework Principles shall govern. To learn more about the Data Privacy Framework program, and to view our certification, please visit

Inquiries And Complaints (EU-US Data Privacy Framework)

In compliance with the Data Privacy Framework, 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 Data Privacy Framework policy should first contact Finsight's Data Protection Officer at:

Jordan Adler
Chief Operating Officer
+1 (888) 997-6610

Finsight has further committed to refer unresolved Data Privacy Framework 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 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 Data Privacy Framework Panel to be created jointly by the US Department of Commerce and the European Commission.

Limitations On Use And Disclosure Of Personal Data ( EU-U.S. Data Privacy Framework And Swiss-U.S. Data Privacy Framework)

Finsight may use the Personal Data it receives from the EEA and Switzerland for the purposes set forth in this Privacy Policy or as you may otherwise be notified. We take reasonable steps to ensure that the Personal Data we process is reliable for its intended use, accurate, complete, and current to the extent necessary for the purposes for which we use the Personal Data. We will adhere to the Principles for as long as we retain the Personal Data collected under the Data Privacy Framework.

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 Data Privacy Framework. 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.

Inquiries And Complaints (Swiss-US Data Privacy Framework)

In compliance with the Swiss – U.S. Data Privacy 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)

Australian Privacy and Credit Reporting

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

Contact Information

Finsight Group, Inc.
530 7th Ave, 27th Fl
New York, NY 10018

Last Updated: January 20, 2024