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Privacy Policy

How we collect, use, and protect your personal information.

Last Updated: April 8, 2026

FinanceFollowup ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you visit our website, use our platform, or interact with our marketing channels. This policy applies to all users of the Service, including visitors, free trial users, and paid subscribers.

1. Information We Collect

1.1 Information You Provide Directly

When you create an account, subscribe to a plan, or contact us, we may collect:

  • Full name, email address, phone number, and business name.
  • Billing and payment information (processed securely through our payment provider, Stripe).
  • Business information such as industry, company size, and role.
  • Any content you submit through forms, surveys, or support requests.

1.2 Information Collected Automatically

When you visit our website or use the Service, we automatically collect certain information, including:

  • Device information: browser type, operating system, device identifiers, and screen resolution.
  • Usage data: pages visited, features used, time spent on pages, click patterns, and referral sources.
  • Network information: IP address, approximate geographic location, and internet service provider.
  • Log data: server logs, access times, and error reports.

1.3 Information from Third-Party Sources

We may receive information about you from third-party platforms and services, including:

  • Social media platforms (Facebook, Instagram, LinkedIn, TikTok, X/Twitter, YouTube) when you interact with our advertisements or social content.
  • Advertising partners who provide audience data and conversion tracking.
  • Analytics providers such as Google Analytics.
  • Public databases and business information services.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide, operate, and maintain the Service.
  • To process your subscription and manage your account.
  • To communicate with you about your account, including service updates, security alerts, and administrative messages.
  • To send marketing communications, including promotional emails, SMS messages, and targeted advertisements on social media platforms (you may opt out at any time).
  • To personalize your experience and deliver content relevant to your interests.
  • To analyze usage patterns and improve the Service.
  • To detect, prevent, and respond to fraud, security threats, and technical issues.
  • To comply with legal obligations and enforce our Terms of Service.

3. Advertising and Tracking Technologies

We use tracking technologies across our website and marketing channels to measure advertising effectiveness, optimize campaigns, and deliver relevant ads. These technologies include:

Technology Provider Purpose
Meta Pixel Meta (Facebook/Instagram) Conversion tracking, audience building, ad optimization
TikTok Pixel TikTok Conversion tracking, audience targeting, ad performance
Google Analytics / Google Ads Google Website analytics, conversion tracking, remarketing
LinkedIn Insight Tag LinkedIn Conversion tracking, audience insights, ad targeting
X (Twitter) Pixel X Corp Conversion tracking, audience targeting
YouTube / Google Ads Google Video ad performance, remarketing

These tracking technologies may collect information about your browsing behavior across websites and over time. For more details on how we use cookies and similar technologies, please see our Cookie Policy.

4. How We Share Your Information

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

  • With service providers who assist us in operating the Service (payment processing, email delivery, hosting, analytics). These providers are contractually obligated to protect your data and may only use it to perform services on our behalf.
  • With advertising platforms (as described in Section 3) to deliver and measure the effectiveness of our marketing campaigns.
  • With business partners when you explicitly consent to such sharing.
  • In response to valid legal requests, such as subpoenas, court orders, or regulatory inquiries.
  • To protect our rights, property, or safety, or the rights, property, or safety of our users or others.
  • In connection with a merger, acquisition, or sale of assets, in which case your information may be transferred to the acquiring entity.

5. Data Retention

We retain your personal information for as long as your account is active or as needed to provide the Service. After account termination, we retain your data for up to 30 days to allow for data export. We may retain certain information for longer periods when required by law, to resolve disputes, or to enforce our agreements.

Aggregated or anonymized data that cannot be used to identify you may be retained indefinitely for analytical purposes.

6. Data Security

We implement industry-standard security measures to protect your personal information, including encryption in transit (TLS/SSL), encryption at rest, access controls, regular security audits, and secure infrastructure hosting. However, no method of transmission or storage is completely secure. We cannot guarantee absolute security, and you use the Service at your own risk.

7. Your Rights Under CCPA (California Residents)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA):

  • The right to know what personal information we collect, use, and share about you.
  • The right to delete your personal information, subject to certain exceptions.
  • The right to correct inaccurate personal information.
  • The right to opt out of the sale or sharing of your personal information. Note: We do not sell your personal information. However, certain advertising activities may constitute "sharing" under the CCPA. You can opt out through our cookie preference settings.
  • The right to non-discrimination for exercising your privacy rights.
  • The right to limit the use of sensitive personal information.

To exercise any of these rights, please contact us at privacy@financefollowup.com. We will respond to verified requests within 45 days.

8. Your Rights Under GDPR (European Economic Area Residents)

If you are located in the European Economic Area (EEA) or the United Kingdom, you have the following rights under the General Data Protection Regulation (GDPR):

  • The right to access your personal data and receive a copy.
  • The right to rectification of inaccurate or incomplete data.
  • The right to erasure ("right to be forgotten") under certain conditions.
  • The right to restrict processing in certain circumstances.
  • The right to data portability in a machine-readable format.
  • The right to object to processing based on legitimate interests or direct marketing.
  • The right to withdraw consent at any time, where processing is based on consent.

Our legal bases for processing your data include: performance of a contract, legitimate interests (such as improving the Service and marketing), consent (for cookies and marketing communications), and compliance with legal obligations.

To exercise your rights, contact us at privacy@financefollowup.com. You also have the right to lodge a complaint with your local data protection authority.

9. International Data Transfers

Your data may be transferred to and processed in the United States, where our servers and operations are located. If you are accessing the Service from outside the United States, your information will be transferred across international borders. We use appropriate safeguards, including standard contractual clauses, to ensure your data is protected in accordance with applicable data protection laws.

10. Children's Privacy

The Service is not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child under 18, we will take steps to delete that information promptly. If you believe a child has provided us with personal information, please contact us immediately.

11. Do Not Track Signals

Some browsers transmit "Do Not Track" (DNT) signals to websites. There is currently no industry standard for how companies should respond to DNT signals. At this time, our website does not respond to DNT signals. However, you can manage your tracking preferences through our cookie settings and through the opt-out mechanisms described in our Cookie Policy.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date. For significant changes, we will provide additional notice, such as an email notification or a prominent announcement within the Service.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

FinanceFollowup
Email: privacy@financefollowup.com
Website: financefollowup.com

For GDPR-related inquiries, you may also contact our Data Protection Officer at the email address above.

FinanceFollowup

The only CRM engineered to capture, nurture, and close high-value financial clients, automatically. Built for insurance agents, mortgage brokers, and financial advisors.

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