Privacy Policy
Last Updated: March 18, 2024
Stonewood Financial, LLC, d/b/a Stonewood Financial provides a platform that enables businesses to communicate with customers on any messaging channel using one shared inbox (collectively with this website, our “Services”).
This Privacy Policy describes Stonewood Financials’ privacy practices with respect to the personal information of individuals who represent businesses to which we may market and provide our Services.
We treat all personal information covered by this Privacy Policy, including information about any visitors to our website, as pertaining to individuals acting as business representatives, and not in their individual or household capacity.
As part of our Services, we process consumer personal information on behalf of our customers as a service provider, pursuant to our agreements with those entities. This Privacy Policy does not apply to our handling of consumers’ personal information on behalf of our customers. For information about how our customers use and direct us to use consumer personal information, please review those customers’ privacy policies.
Personal Information We Collect
Information you provide to us:
- Contact and account information, such as your first and last name, company name, company size, industry, title, email address, phone number, username and password.
- Your company’s customers’ information, such as their names, phone numbers and messages exchanged with your company’s employees obtained from your usage of the platform or from integrations with your company’s CRM.
- Communications that we exchange with you, including when you contact us with questions, feedback, or otherwise.
- Marketing data, such as your preferences for receiving our marketing communications, and details about your engagement with them.
- Other data not specifically listed here, which we will use as described in this Privacy Policy or as otherwise disclosed at the time of collection.
Third party sources. We may combine personal information we receive from you with personal information we obtain from other sources, such as data providers, market researchers, advertising partners, and others. Automatic data collection. We, our service providers, and our advertising partners may automatically log information about you, your computer or mobile device, and your interaction over time with our website and the Services (in your capacity as our customer’s authorized user), our communications and other online services, such as:
- Device data, such as your computer’s or mobile device’s operating system type and version, manufacturer and model, browser type, screen resolution, RAM and disk size, CPU usage, device type (e.g., phone, tablet), IP address, unique identifiers (including identifiers used for advertising purposes), language settings, mobile device carrier, radio/network information (e.g., WiFi, LTE, 4G), and general location information such as city, state or geographic area.
- Online activity data, such as pages or screens you viewed, how long you spent on a page or screen, the website you visited before browsing to the website, navigation paths between pages or screens, information about your activity on a page or screen, access times, and duration of access, and whether you have opened our marketing emails or clicked links within them.
We may use the following technologies to automatically collect your personal information:
- Cookies, which are text files that websites store on a visitor‘s device to uniquely identify the visitor’s browser or to store information or settings in the browser for the purpose of helping you navigate between pages efficiently, remembering your preferences, enabling functionality, helping us understand user activity and patterns, and facilitating online advertising.
- Local storage technologies, like HTML5, that provide cookie-equivalent functionality but can store larger amounts of data, including on your device outside of your browser in connection with specific applications.
- Web beacons, also known as pixel tags or clear GIFs, which are used to demonstrate that a webpage or email was accessed or opened, or that certain content was viewed or clicked.
How We Use Personal Information
We use your personal information for the following purposes or as otherwise described at the time of collection:
Service delivery. We use your personal information to:
- Provide, operate and improve the Services and our business;
- Communicate with you about the Services, including by sending announcements, updates, security alerts, and support and administrative messages; and
- Provide support for the Services and respond to your requests, questions, and feedback
Research and development. As part of these activities, we may create aggregated, de-identified or other anonymous data from personal information we collect. We may use this anonymous data and share it with third parties for our lawful business purposes, including to analyze and improve the Services, and promote our business.
Marketing and advertising. We may collect and use your personal information for marketing and advertising purposes, including:
- Direct marketing. We may send you direct marketing communications as permitted by law, including, but not limited to, notifying you of special promotions, offers and events via postal mail, email, telephone, text message, and other means. You may opt out of our marketing communications as described in the “Opt out of marketing communications” section below.
Interest-based advertising. We engage our advertising partners, including third party advertising companies and social media companies, to advertise our and our customers’ and partners’ Services. We and our advertising partners may use cookies and similar technologies to collect information about your interaction (including the data described in the “Automatic data collection” section above) over time across the web, our communications and other online services, and use that information to serve online ads. You can learn more about your choices for limiting interest-based advertising in the “Online tracking opt out” section below. Compliance and protection. We may use your personal information to:
- Comply with applicable laws, lawful requests, and legal process, such as to respond to subpoenas or requests from government authorities;
- Protect our, your or others’ rights, privacy, safety or property (including by making and defending legal claims);
- Audit our internal processes for compliance with legal and contractual requirements and internal policies;
- Enforce the terms and conditions that govern our website and Services; and
- Prevent, identify, investigate and deter fraudulent, harmful, unauthorized, unethical or illegal activity, including cyberattacks and identity theft.
How We Share Personal Information
We may share your personal information with:Other users. Some of your personal information and usage history may be available to other users of our platform that work for your company or otherwise are affiliated with your company’s account.
Service providers. Companies and individuals that provide services on our behalf or help us operate our Services or our business (such as hosting, information technology, customer support, email delivery, and website analytics services).
Professional advisors. Professional advisors, such as lawyers, auditors, bankers and insurers, where necessary in the course of the professional services that they render to us.Authorities and others. Law enforcement, government authorities, and private parties, as we believe in good faith to be necessary or appropriate for the compliance and protection purposes described above.
Business transferees. Acquirers and other relevant participants in business transactions (or negotiations for such transactions) involving a corporate divestiture, merger, consolidation, acquisition, reorganization, sale or other disposition of all or any portion of the business or assets of, or equity interests in Stonewood Financial (including, in connection with a bankruptcy or similar proceedings).
Your Choices
Opt out of marketing communications. You may opt out of marketing-related communications by following the opt out or unsubscribe instructions contained in the marketing communications we send you.
Online tracking opt-out. There are a number of ways to limit online tracking, which we have summarized below:
- Blocking cookies in your browser. Most browsers let you remove or reject cookies, including cookies used for interest-based advertising. To do this, follow the instructions in your browser settings. Many browsers accept cookies by default until you change your settings. For more information about cookies, including how to see what cookies have been set on your device and how to manage and delete them, visit www.allaboutcookies.org.
- Blocking advertising ID use in your mobile settings. Your mobile device settings may provide functionality to limit use of the advertising ID associated with your mobile device for interest-based advertising purposes.
- Using privacy plug-ins or browsers. You can block our websites from setting cookies used for interest-based ads by using a browser with privacy features, like Brave, or installing browser plugins like Privacy Badger, Ghostery, or uBlock Origin, and configuring them to block third party cookies/trackers. You can also opt out of Google Analytics by downloading and installing the browser plug-in available at: https://tools.google.com/dlpage/gaoptout.
- Platform opt outs. The following advertising partners offer opt out features that let you opt out of use of your information for interest-based advertising:
- Google: adssettings.google.com
- Facebook: www.facebook.com/about/ads
- LinkedIn: https://www.linkedin.com/psettings/advertising
- Advertising industry opt out tools. You can also use these opt out options to limit use of your information for interest-based advertising by participating companies:
- Digital Advertising Alliance for Websites
- Digital Advertising Alliance for Mobile Apps
- Network Advertising Initiative
Note that because these opt out mechanisms are specific to the device or browser on which they are exercised, you will need to opt out on every browser and device that you use. Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track”, please visit www.allaboutdnt.com.
Other Sites and Services
Our Services may contain links to websites and other online services operated by third parties. In addition, our content may be integrated into web pages or other online services that are not associated with us. These links and integrations are not an endorsement of, or representation that we are affiliated with, any third party. We do not control websites or online services operated by third parties, and we are not responsible for their actions.
Security
We employ a number of technical, organizational and physical safeguards designed to protect the personal information we collect. However, no security measures are failsafe and we cannot guarantee the security of your personal information.
Children
The Services are not intended for use by children under 13 years of age. If we learn that we have collected personal information through our Services from a child under 13 without the consent of the child’s parent or guardian as required by law, we will delete it.
Changes to This Privacy Policy
We reserve the right to modify this Privacy Policy at any time. If we make material changes to this Privacy Policy, we will notify you by updating the date of this Privacy Policy and posting it on the website.
How to Contact Us
You can reach us by email at support@stonewoodfinancial.com or at the following mailing address:
Stonewood Financial, LLC
Attn: Privacy
100 Mallard Creek Road Suite 200
Louisville, KY 40207