1. Introduction

Welcome to FinPro Solutions LLC (“FinPro Solutions,” “we,” “our,” or “us”). We are a U.S.–based agency that provides marketing, lead-generation, and systems-integration services to financial-services companies. Your privacy is important to us. If you have any questions about this notice or our practices, email [email protected].

This Privacy Policy explains—plainly—what information we collect, how we use it, and the choices and rights you have. By accessing our website (the “Website”) or using any of our products or services (collectively, the “Services”), you agree to the practices described below.

2. What Information Do We Collect?

Information you provide directly

Name, company, job title, mailing address, email address, phone number, and contact preferences

Payment information such as card number, expiration date, and security code (when you purchase a product or service)

Any other details you voluntarily share in forms, surveys, webinars, or correspondence with us

Information collected automatically

IP address, browser type, device identifiers, referring pages, pages visited, time spent, and links clicked

Data gathered through cookies, pixels, server logs, and similar technologies

SMS and communications data

Mobile phone numbers, opt-in or opt-out status, message content where required by law, and delivery reports (when you choose to receive texts or emails from us)

3. How Do We Use Your Information?

We process your personal data for the following purposes, relying on your consent, the performance of a contract, our legitimate interests, and/or compliance with legal obligations:

Create and manage your account

Send transactional or administrative messages (confirmations, invoices, updates)

Fulfill and manage orders or projects

Publish testimonials and case studies with your written consent

Provide customer support and respond to inquiries

Deliver our Services and any related features you request

Send newsletters, educational content, and promotional offers—you can unsubscribe anytime

Run SMS programs (message frequency varies; reply STOP to cancel, HELP for help; standard rates apply)

Display interest-based advertising on our sites and elsewhere

Conduct analytics, research, and product improvement

Detect fraud, enforce our agreements, and comply with laws

4. When Do We Share Your Information?

We share personal data only when at least one of these conditions applies:

With your consent – for example, if you ask us to introduce you to a financing partner

To perform a contract – with service providers such as payment processors, cloud hosts, CRM platforms, and SMS gateways that help us deliver the Services

For legitimate business interests – with professional advisers, auditors, insurers, or prospective acquirers, provided appropriate safeguards are in place

To meet legal obligations or protect vital interests – if required by regulators, courts, or authorities, or to protect the rights, safety, or property of any person

We do not sell or rent your personal information.

5. Cookies and Similar Technologies

We use four types of cookies:

Essential cookies – enable core features and cannot be disabled.

Analytics cookies – help us understand traffic and performance.

Functionality cookies – remember your preferences.

Advertising cookies and pixels – support interest-based ads.

You can refuse or delete non-essential cookies in your browser settings, though parts of the Website may not function properly. Where required by law, we request consent for non-essential cookies on your first visit. Learn more at allaboutcookies.org.

6. Social Logins

If you sign in through a social-media platform, we receive the data that platform allows (e.g., name and email) solely to create or link your FinPro Solutions account.

7. Data Retention

We keep personal data only as long as necessary for the purposes described here, unless a longer period is required by law. When data is no longer needed, we securely delete or anonymize it.

8. Children’s Privacy

Our Services are not directed to anyone under 18. We do not knowingly collect data from children. If you believe we have collected a child’s data, email [email protected] so we can delete it.

9. Your Privacy Rights

Depending on your location, you may have the right to:

Access, correct, or delete the personal data we hold about you

Restrict or object to certain processing

Receive a copy of your data in a portable format

Opt out of marketing emails (via the unsubscribe link) or SMS (reply STOP)

Lodge a complaint with a data-protection authority

To exercise any of these rights, email [email protected].

10. Do-Not-Track Signals

Our Website does not currently respond to browser Do-Not-Track signals. You can still control tracking through cookie settings and advertising-industry opt-out tools.

11. California Privacy Notice

California residents have additional rights (CCPA/CPRA) to request access, deletion, correction, or to opt out of “sharing” personal data for cross-context advertising. We do not sell personal information. Email [email protected] with “California Privacy Request” in the subject line to make a request.

12. Updates to This Policy

We may update this Privacy Policy periodically. We will revise the “Effective Date” and post the new version on the Website. Significant changes will be announced via email or a prominent notice.

13. Contact Us - FinPro Solutions LLC
Email: [email protected]

We aim to respond within 30 days. Thank you for trusting FinPro Solutions with your information—we are committed to safeguarding your privacy.