Privacy Policy

This Privacy Policy describes how Spendwise (collectively, “we,” “us,” or “our”) collects, uses, and protects the information you provide to us. By using our services or visiting our websites, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect and process information to provide meaningful insights, tailored recommendations, and professional services. This may include:

• Name, business name, and job title

• Email address and phone number (including mobile numbers)

• Company-related information such as operational goals, technology stack, and service providers

• Responses to questionnaires, assessments, and forms

• Website usage data via cookies or similar technologies

We do not knowingly collect personal data from children under 18.

2. How We Use Your Information

We use the information collected to:

• Deliver consulting services tailored to your business needs
• Provide insights, recommendations, and reports
• Communicate with you about services, scheduling, and updates
• Improve our service delivery and website experience
• Comply with applicable legal or regulatory obligations

We do not share your personal or mobile data with third parties for marketing purposes.

3. Information Sharing

We only share your information under the following circumstances:

• Internal team members or partners directly supporting your engagement
• With professional service providers who help us deliver our services (e.g., CRM or analytics platforms)
• When required by law, regulation, or legal process

We do not sell, rent, or transfer your personal data, including mobile data, to external organizations for any reason beyond what is stated here.

4. SMS Communications

By providing your mobile number, you may receive SMS messages from us related to our services, updates, or scheduling.

• We will never share your personal or mobile data with third parties for marketing purposes

• We will never transfer your data to external organizations. This includes any third-party service providers or partners.

• We will not share, sell, or disclose your personal information to any external entities under any circumstances.

• We will only use SMS for service-related communication that supports our engagement with you

To opt out of future SMS communications, simply reply STOP to any message, or contact us directly at inquries@spendwisetech.com.

5. Data Security

We take reasonable steps to protect your information from loss, misuse, and unauthorized access. This includes:

• Secure data storage
• Access control and user authentication
• Periodic review of security practices

While no method of transmission over the internet is 100% secure, we are committed to best practices to protect your data.

6. Data Retention

We retain information only as long as necessary to provide services or meet legal obligations. You may request deletion of your data at any time by contacting us at inquires@spendwisetech.com.

7. Your Rights

You have the right to:

• Request access to your information
• Correct inaccurate information
• Request deletion (subject to legal requirements)
• Opt out of future communications

To exercise any of these rights, email us at inquires@spendwisetech.com.

8. Cookies and Tracking

Our websites may use cookies and similar tracking technologies to enhance user experience, analyze traffic, and improve service relevance. You can adjust cookie settings through your browser preferences.

9. Changes to This Policy

We may update this Privacy Policy periodically. The updated version will be posted on our websites with the revised effective date. Continued use of our services indicates acceptance of any changes.