Privacy Policy

Last Updated: June 30, 2025

Testimonial IQ, Inc. ("Company", "we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information across our services, including our public website and software platform. It applies to four categories of individuals:

Website Visitors – Individuals browsing our public website.
Clients – Companies or professionals that contract with us to use our platform.
Users – Individuals authorized by Clients to use our platform.
End Users – Clients or prospects of our Clients who may interact with our platform (e.g., by completing surveys, quizzes or feedback requests).

By accessing or using our services, you consent to the data practices described in this Privacy Policy.

Information We Collect

1. Website Visitors

We may collect the following types of information:

Non-Personal Information: Browser type, device information, referring URLs, time and date of visit, clickstream data, and cookie identifiers.
Personal Information: Name, email, phone number, and company details when submitted through contact forms.

2. Clients & Users

When you register or use our platform as a Client or authorized User, we collect:

Business contact details
Login credentials
Usage behavior within the platform
Connected CRM data (upon opt-in by Clients)

Google integration data is handled according to our policy under “Google User Data” below.

3. End Users

When a Client collects information from End Users through our platform, End Users may voluntarily submit self-reported data such as:

Name and email
Financial goals and concerns
Investment interests
Risk appetite
Asset allocation
Other financial preferences

Important: We do not collect or have access to:

Bank account or investment account credentials
Social Security Numbers

In some cases, Clients may integrate additional data into our platform. This may enrich End User data with additional demographic information.

This data is provided solely by Clients and governed by their own privacy and data-sharing policies.

Use of Information

We use collected information to:

Provide, maintain, and improve our platform
Enable Client and User use of the Platform
Communicate with Clients and Users
Personalize User experiences and features
Conduct anonymized and aggregated analytics for the benefit of clients, such as:
- Industry benchmarking
- Product development
- Client segmentation insights

What We Will Not Do:

Sell or rent Personal Information
Share de-anonymized End User data with third parties
Share, sell, or divulge de-anonymized Client-specific End User data outside the Client organization

Responsibility for End User Disclosures

Clients are responsible for complying with any applicable legal obligations when engaging with their own clients or prospects via our platform. This includes obtaining necessary consents and providing appropriate privacy disclosures to End Users.

While we process End User data on behalf of Clients, we do not directly contact or market to End Users.

Cookies and Tracking Technologies

We use cookies to improve user experience, track usage, and enhance site performance. These may include session and persistent cookies, which collect Non-Personal Information such as:

User preferences
Session activity
Device/browser metadata

Some third-party partners may use cookies to deliver marketing communications based on user activity across sites.

Google User Data

If Clients choose to connect their Google accounts, we collect and store only OAuth credentials necessary for authorized use, such as:

Sending scheduled emails
Accessing business information from connected Google services

We do not access additional personal data from Google services.

Retention: OAuth credentials are retained only while the account remains active.
Revocation: Users can revoke access anytime via their Google settings.
Deletion: Credentials are immediately deleted upon revocation or account deletion.

Data Retention and Security

We retain Personal Information as long as needed to fulfill the purposes outlined in this Privacy Policy or as required by law.

We employ administrative, technical, and physical safeguards to protect information, including encryption, firewalls, and secure access controls. However, no system is completely secure. By using our platform, you acknowledge these risks.

Subprocessors

We engage a limited number of third-party service providers (sub-processors) to support the delivery and operation of our platform. These sub-processors may process Personal Information on our behalf.

To maintain transparency, we maintain a current list of sub-processors at: https://www.testimonialiq.com/subprocessors

Your Choices and Rights

You can:

Unsubscribe from marketing emails using the links provided
Contact us to access, update, or delete your Personal Information
Revoke Google permissions at any time

Third-Party Links

Our website or platform may contain links to third-party sites. We are not responsible for the content, privacy practices, or data collection of those sites. We encourage you to review their privacy policies.

Children’s Privacy

Our services are not intended for individuals under 13. We do not knowingly collect data from children. If we discover such data, we will delete it promptly.

Changes to This Policy

We may update this Privacy Policy occasionally. We’ll notify Clients of significant changes via email or a notice on our website. Continued use of the service after changes are posted indicates your acceptance of the revised policy.

If you have any questions or concerns about this Privacy Policy, please contact us at:

📧 privacy@testimonialiq.com
🌐 www.testimonialiq.com