Privacy Policy
Your privacy and data security are our top priorities. Learn how we protect your information.
Need Extra Security?
Request a signed Non-Disclosure Agreement for additional peace of mind.
What Information We Collect
We collect only the information necessary to provide our banking fee analysis services:
- • Contact information (email address, company name)
- • Business details (revenue band, industry, location)
- • Banking relationship information (current bank, relationship manager)
- • Commercial bank statements (for fee analysis only)
- • Satisfaction ratings and preferences
How We Use Your Information
Your information is used exclusively for fee benchmarking and analysis:
- • Analyze your commercial banking fees against market benchmarks
- • Provide personalized insights and recommendations
- • Connect you with local banking professionals (when requested)
- • Deliver the specific service tier you've selected
- • Communicate about your review and follow-up services
We will never: Sell your data, share it with unauthorized parties, or use it for marketing purposes beyond our core services.
How We Protect Your Data
We implement bank-level security measures to protect your information:
Technical Safeguards
- • 256-bit SSL encryption for all data transmission
- • Encrypted storage with restricted access
- • Regular security audits and updates
- • Secure file upload portals
Access Controls
- • Limited access to authorized personnel only
- • Multi-factor authentication required
- • Regular access reviews and audits
- • Signed confidentiality agreements for all staff
Your Rights and Choices
You maintain full control over your information:
You Can Request:
- • Access to your stored information
- • Correction of inaccurate data
- • Deletion of your information
- • A signed Non-Disclosure Agreement
Data Retention:
- • Analysis data kept for 12 months
- • Contact information for service updates
- • Immediate deletion upon request
- • No data sharing with third parties
Questions About Privacy?
If you have questions about this privacy policy, want to request your data, or need a signed NDA, we're here to help.
Last updated: December 2024. We may update this policy to reflect changes in our practices or legal requirements.