Privacy Policy

Last Updated: February 05, 2024

At Oak Business Consultant LLC (“we,” “us,” or “our”), we are committed to protecting the privacy of our users. This privacy policy outlines how and why we collect, store, use, and share (“process”) your information when you use our SaaS application, Financli.

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services.

Table of Contents

WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

In the Nutshell: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide us when you register on the Services, express an interest in obtaining information about us or our products and Services when participating in activities on the Services, or otherwise when you contact us. For registration, the information we require is your name, email address, company name, industry, and estimated annual revenue. 

Sensitive Information. We do not process sensitive information.

All personal information you provide must be true, complete, and accurate, and you must notify us of any changes to such personal information.

Information automatically collected

In the Nutshell: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Services.

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies.

HOW DO WE PROCESS YOUR INFORMATION?

In the Nutshell: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with the law. We may also process your information for other purposes with your consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including but not limited to: managing your account and preferences, analyzing usage data to improve our services, personalizing your experience, providing customer support and assistance, facilitating transactions, conducting research and development, ensuring the security and integrity of our platform, complying with legal and regulatory requirements, sending relevant updates and notifications, and obtaining your consent for specific purposes. Additionally, we may use your information to tailor advertisements and marketing communications to your interests, with your consent where required by law.

WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

In the Nutshell: We may share information in specific situations described in this section and/or with the following third parties.

We may need to share your personal information in the following situations:

  • Business Partners: We may share your information with trusted business partners, such as payment processors, marketing partners, and analytics providers, to process your payments and ensure financial security.

When making payments on Financli, you’ll be redirected to a secure payment gateway managed by our trusted partner, Stripe. This ensures your financial information is protected under their industry-leading security standards and privacy policies. You can access their privacy policy directly on their website.

For your convenience, Financli receives basic information about your purchase (amount, date) and your contact details (name, email) to facilitate transactions and provide customer support. We never collect or store your full credit card or financial information directly.

  • Required by law: We may share your information with third parties as required by law. We cooperate with government, law enforcement, and private third-party requests for information as we, in our sole discretion, determine it is reasonably necessary to comply with any applicable law, regulation, government request, or legal process, including but not limited to subpoenas.

DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

In the Nutshell: We respect your privacy preferences regarding tracking technologies. Our website refrains from deploying cookies in response to Do-Not-Track (“DNT”) signals.

We may use cookies and similar tracking technologies (like web beacons and pixels) to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Notice.

In compliance with your privacy preferences, our website refrains from deploying cookies in response to Do-Not-Track (“DNT”) signals. While we respect DNT signals, it’s important to note that there is currently no universally accepted standard for how websites should interpret and respond to them. Consequently, our approach to handling DNT signals may evolve over time as industry standards develop.

IS YOUR INFORMATION TRANSFERRED INTERNATIONALLY?

In the Nutshell: We may transfer, store, and process your information in countries other than your own.

Our servers are located in the US. If you are accessing our Services from outside, please be aware that your information may be transferred to, stored, and processed by us in our facilities and by those third parties with whom we may share your personal information (see “WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?” above), in and other countries.

If you are a resident in the European Economic Area (EEA), United Kingdom (UK), or Switzerland, then these countries may not necessarily have data protection laws or other similar laws as comprehensive as those in your country. However, we will take all necessary measures to protect your personal information in accordance with this privacy notice and applicable law.

HOW LONG DO WE KEEP YOUR INFORMATION?

In the Nutshell: We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice unless otherwise required by law.

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

DO WE COLLECT INFORMATION FROM MINORS?

In the Nutshell: We do not knowingly collect data from or market to children under 18 years of age.

We do not knowingly solicit data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent’s use of the Services. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to delete such data from our records promptly. If you become aware of any data we may have collected from children under age 18, please contact us at info@financli.com

HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

In the Nutshell: Yes, you can review, update and delete your personal data we collect from you.

You can update, correct, or restrict the processing of the information associated with your account at any time. You can make such changes through the Service, or you can request changes to your account information by contacting customer support through our customer support portal or email at info@financli.com.

WHAT ARE YOUR PRIVACY RIGHTS?

In the Nutshell: You may review, change, or terminate your account at any time.

Withdrawing your consent: If we are relying on your consent to process your personal information, which may be express and/or implied consent, depending on the applicable law, you have the right to withdraw your consent at any time. You can withdraw your consent at any time by contacting us using the contact details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below.

However, please note that this will not affect the lawfulness of the processing before its withdrawal, nor when applicable law allows, will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.

Account Information

If you would at any time like to review or change the information in your account or terminate your account, you can:

Upon your request to terminate your account, we will deactivate or delete your account and information from our active databases. However, we may retain some information in our files to prevent fraud, troubleshoot problems, assist with any investigations, enforce our legal terms and/or comply with applicable legal requirements.

DO WE MAKE UPDATES TO THIS NOTICE?

In the Nutshell: Yes, we will update this notice as necessary to stay compliant with relevant laws.

We may update this privacy notice from time to time. The updated version will be indicated by an updated “Revised” date, and the updated version will be effective as soon as it is accessible. If we make material changes to this privacy notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this privacy notice frequently to be informed of how we are protecting your information.

HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or comments about this notice, you may contact us at :

Financli

Oak Business Consultant, LLC

2093 PHILADELPHIA PIKE #4656, 

CLAYMONT, 

Delaware, USA

info@financli.com