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FINBOA Privacy Policy

Version 1.0 (Updated February 2026)

FINBOA, Inc. (“FINBOA,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy (“Privacy Policy”) explains how we collect, use, disclose, and safeguard your information when you use our websites, platforms, products, services, and communications (collectively “Website”) including any demos, webinars, events, and support channels.

Who We Are

FINBOA is a software company providing intelligent process automation for financial institutions, helping banks, credit unions, and service providers digitize and automate compliance workflows to streamline operations and improve accountholder experience.

Scope

This Privacy Policy is primarily intended to describe FINBOA’s collection and use of Personal Information through its public-facing website for informational and marketing purposes, including requests for information and webinar registration. This Privacy Policy applies to information that identifies, relates to, describes, or can reasonably be linked to an identified or identifiable individual, as defined under applicable law (“Personal Information”) we collect online and offline through the Website, software applications (if applicable), webinar registrations and access platforms, event registrations, interactions at events, marketing activities, customer support, emails, product-related communications, and other online and offline business interactions you have with us (collectively “Services”).

FINBOA collects Personal Information necessary to provide Services to you. By disclosing Personal Information to us, you are warranting and representing that the Personal Information is correct and complete. If you disclose Personal Information on behalf of another party, you are representing and warranting that you have the authority to do so.

This Privacy Policy does not apply to third-party websites, services, or platforms that we do not control. We use third-party service providers for webinar registrations. When you register for a webinar, your personal information is collected by the webinar platform on our behalf or independently in accordance with their privacy policies. Also, when we process Personal Information on behalf of our financial institution customers as a processor or service provider, our processing is governed by our agreements with those customers and this Privacy Policy may not apply to that processing.



Personal Information We Collect

We may collect the following types of information:

  • Personal Information You Provide to Us
  1. Contact details such as name, email address, company name.
  2. Event data such as your registration information for webinars, demos, or industry events.
  3. Support or inquiry information you provide when you contact us via forms or email and related communications.
  4. All other communications we have with you through the Website, email or by phone.
  5. Preferences.
  • Personal Information We Collect from You Automatically
  1. Website usage data such as pages visited, time spent, clicks, and referring pages.
  2. Device data such as IP address, browser type, operating system, and access time.
  3. Cookies and tracking pixels used to track activity and personalize content and ads.
  • Third Parties Who Provide Personal Information to Us
  1. CRM and marketing platforms, such as HubSpot.
  2. Event partners or vendors, if you have opted in to such sharing.

How We Use Your Information

  • We use Personal Information for the following purposes:
  1. To communicate with you about our services and events.
  2. To provide requested demos, webinars, or support.
  3. To improve and personalize the Website and marketing.
  4. To comply with legal and regulatory obligations.
  • You can opt out of marketing emails at any time via the unsubscribe link included in the marketing emails.

 

How We Share Your Personal Information

  • We do not sell your Personal Information.
  • We may share your Personal Information with the following categories of recipients:
  1. Service providers supporting hosting, analytics, CRM, and marketing automation (for example, HubSpot).
  2. Event partners or co-hosts when you register for or attend joint events.
  3. IT Support.
  4. Courts, court-appointed parties, receivers and liquidators.
  5. Business partners and joint ventures.
  6. Insurers.
  7. Government departments, statutory and regulatory bodies, such as taxing authorities.
  8. Legal authorities when we are required to do so to comply with applicable laws.

Data Retention

We retain Personal Information only as long as needed for business, legal, or compliance purposes, or until you request deletion in writing, subject to applicable legal requirements. Specific retention periods may vary by data type and purpose. We will retain records as needed to comply with applicable laws.

General Privacy Rights

Depending on your location, you may have rights to access, correct, or delete personal data; opt out of marketing communications; request restriction of processing; request data portability; and/or lodge a complaint with your local data protection authority. To make a request, email privacy@finboa.com.

You can opt out of marketing emails at any time by using the unsubscribe link included in our messages or by emailing us at privacy@finboa.com



California Privacy Rights Act (CCPA)

Under the California Consumer Privacy Act of 2018, California residents have rights such as the following: right to know what Personal Information we collect and how we use it; right to request access to or deletion of their information; and right to opt out of the “sale” or “sharing” of Personal Information. FINBOA does not sell Personal Information. FINBOA also does not share Personal Information for cross-context behavioral advertising. To exercise these rights, please email privacy@finboa.com

EEA/UK Privacy Rights

FINBOA is based in the United States and this website is intended for U.S. users, and we do not intentionally market to individuals outside the United States.

If you are located in the European Economic Area or the United Kingdom, you have additional rights under the General Data Protection Regulation (“GDPR”), including the right to withdraw consent or object to processing. To exercise these rights, please contact us at privacy@finboa.com.

If you are located outside the United States, your personal information may be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction.



Security

We use technical, administrative, and physical safeguards to protect your Personal Information, however, no method of transmission or storage is 100% secure. Measures may include reasonable access controls, encryption in transit and at rest, vendor due diligence, and employee training appropriate to the nature of the data.

Transfers

Your Personal Information may be transferred to and processed in the United States or other countries where our service providers are located. We will ensure reasonable and appropriate safeguards are in place for such transfers.

Children's Online Privacy Protection

The Website is not targeted at children under the age of 16 years old and we do not knowingly collect Personal Information from children under the age of 16. We will delete any Personal Information we determine to have been collected from an individual under the applicable age of consent. Parents or guardians of children under the applicable age of consent may contact us at privacy@finboa.com to request deletion of Personal Information if you believe your child has disclosed Personal Information to us.

Cookies And Similar Technologies

We use cookies and similar technologies (including tracking pixels) to operate and improve the website and for analytics and marketing purposes. For more information, please see our Cookies Policy. You can control cookies through your browser settings and, where available, through a cookie banner or preference center. Certain cookies are necessary for site functionality and cannot be disabled.

Third-Party Links and Services

Our services may include links to third-party websites, plug-ins, and applications. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy notices before providing Personal Information.

Updates

We may revise and update (collectively “Updates”) this Privacy Policy from time to time in our sole discretion without notice to you. It is your responsibility to check the Website periodically for Updates. All such Updates shall be effective upon posting on the Website. We will revise the Effective Date when Updates are made.

Contact Us

For questions or concerns, contact us at privacy@finboa.com or by mail: FINBOA, Inc., 8588 Katy Freeway, Suite 225, Houston, TX 77024,

How To Exercise Your Rights; Appeal Process

To exercise any applicable privacy rights or submit questions about our data practices, please send an email to privacy@finboa.com detailing your request and sufficient information for us to verify your identity. If acting through an authorized agent, provide proof of authorization and your verification details. We will respond within timeframes required by law. The response will describe any reasons for denial if we cannot fulfill a request.

If we deny your privacy request in whole or in part, you may appeal by replying to our response and stating “Privacy Appeal” in the subject line. We will review and respond within the period required by applicable law and provide details on further escalation options where available.