At Strategis, LLC, we are committed to respecting and protecting the privacy of our clients and users who visit our website. This Privacy Policy explains how we collect, use, and protect information related to Strategis, LLC services, including advertising services, promotions, informational mailings, and other offers.

By using any services provided by Strategis, LLC (“Strategis”), you consent to the collection and use of your information as described in this Privacy Policy. Please be aware that if you provide information to us and then choose not to use our services, your information will still be handled according to this Privacy Policy.

Updated: August 9, 2024

Privacy Policy

1. Why We Collect Information

We collect information primarily to improve our services and to present you with relevant information and services. We also use your information to measure our performance and success. For example, aggregate data helps us understand the number of visitors we attract and their navigation on our website.

2. Personal Information Collection and Communication

Strategis, LLC is the sole owner of the information collected on this website. Any personal information collected by us is provided by you strictly and voluntarily. You may submit your personal information in several ways, depending on the Strategis service you are using and your choices while using our services. For example, if you choose to contact us or subscribe to our newsletter, we may ask you for, and you may choose to provide us with, information such as your name, email address, and phone number.

We use this information to send you Service Messages about the services you have requested and are receiving from us, as well as information about our company, client campaigns, and other products and services that may interest you (together, “Marketing Messages”). The ability to send you Service Messages is an important part of our ability to serve you, and they will continue for as long as you continue to receive our services. Marketing Messages are optional. Out of respect for your privacy, we present the option not to receive Marketing Messages. You can opt out of receiving Marketing Messages by emailing info@strategisadv.com or by clicking the unsubscribe link at the bottom of any newsletter email. Please include your name, email address, and phone number in your email request. Please note that a reasonable time will be required to process your request, and you may continue to receive Marketing Messages during the processing period.

We do not collect or store credit card information on our website. Any payments or transactions are handled through secure third-party services, and these companies do not retain, share, store, or use personally identifiable information for any purpose other than billing for our services.

3. Personal Information You Provide

As stated above, unless you voluntarily provide personal information for a specific purpose, we do not collect personal information from you. We will never combine any personal information about a user of our site with any aggregate information we collect about that user, whether collected on our site or through our services. If you choose to provide personal information during registration or when using our services, we use your personal information to provide you with the particular product or services you request. If your personal information changes, you may correct, update, or delete it by emailing our Contact Us at info@strategisadv.com or by calling 781-297-9200.

4. Limited Third-Party Use of Personal Information

In the event that you have been referred to our services through a partnership promotion (such as through a promotional dashboard or other sponsored promotion or site), and if our Promotional Partner is a beneficiary of our relationship with you, then you agree that Strategis, LLC may share all data it obtains from you, including product performance data, with our Promotional Partner. Our Promotional Partner will have the same rights to access and use that data as Strategis, LLC.

5. Use and Protection of Personal Information

Strategis, LLC will not sell, share, or rent your information in ways different from what is disclosed in this Privacy Policy. However, we may transfer personal information in connection with a sale or merger of Strategis, LLC, or the division responsible for the services provided to you. We may also share your personal information, such as your email address and mailing address, with our technical consultants, third-party auditors, and other third parties who support our site, enhance its functionality, or provide associated services. These third parties are only allowed to use personal information to provide the relevant services.

Additionally, we reserve the right to disclose your personally identifiable information as required by law and when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, or legal process served on our site. Our site and services are maintained in the United States of America. By using our site and/or services, you consent to the export of personal information to the USA and its storage and use as outlined in this policy.

6. Other Information We Collect and Use 

We may collect non-personally identifiable information using cookies, such as your IP address, browser type, and version, and the pages you view. We also track how you arrived at our site and any links you click to leave our site. Once you leave our site, we do not continue to track you. This aggregate information is analyzed and combined with similar information from other users and may be collected on our site and other sites we advertise on. We may share this aggregate information with our business partners and other third parties. This data is anonymous and does not identify any individual user, and we do not link this automatically collected data to personally identifiable information. We use Google cookies and adhere to a strict privacy policy. You can remove persistent cookies by following the instructions in your browser’s “help” file. If you choose to reject cookies, you can still use our site, but some areas may be limited. We use your website activity to provide a personalized experience, offer technical support, diagnose server issues, administer our websites, and tailor our product and service offerings to you. This privacy statement pertains only to the use of cookies by our site and does not cover cookies used by any advertisers.

7. Data Retention 

All personally identifiable information that we collect from you is retained for some time after our relationship with you ends. This applies whether you explored obtaining services from us and rejected or did not accept an offer, whether you obtained services and later terminated them, or whether you completed the term of the services. We will retain all personally identifiable information for two (2) years following the end of our relationship with you, from the date you rejected an offer of services, or from the date that an offer of services lapsed (whichever is later).

 

During this retention period, all personally identifiable information will be kept secure by this Privacy Policy.

 

At any time during the retention period, you may request the deletion of your personally identifiable information from our databases by emailing info@strategisadv.com. In your email, please include your name, email address, phone number, and physical address with “Remove Personally Identifiable Information” in the subject line, so we can properly identify and process your request. Please note that a reasonable period will be required to process your request, and you may continue to receive communications during this period. Non-personally identifiable information that you provide or that we gather may not be subject to this data retention period and may not be deleted, especially if it is aggregated with other information to improve our services or understand our customer base. Such information is anonymous and will be handled as described in the “Other Information We Collect and Use” section.

8. Third-Party Website Links

Our website may provide links to third-party websites, such as those of our affiliates, business partners, and advertisers. We have no access to or control over their practices. Since Strategis, LLC does not control the information policies or practices of these third-party websites, we encourage you to review their respective privacy policies to understand how they collect and use personal information.

9. Security Information

Strategis, LLC stores all data using industry-standard security measures, such as firewalls and encryption protocols, to prevent unauthorized access. We have implemented reasonable physical, electronic, and managerial procedures to protect your information from loss, misuse, or unauthorized alteration. When we request sensitive information, such as credit card details, we use Secure Socket Layer (SSL) technology to provide encryption during transmission. We also have policies in place to restrict access to your information by our employees, who are trained to safeguard your data. Additionally, we use both internal and external resources to review the effectiveness of our security procedures.

10. Protection for Children

We do not knowingly collect personal information from children under the age of 13. If we become aware that we have collected personal data from children without parental consent, we will take steps to delete that information.

11. Changes to This Privacy Policy

Our Privacy Policy may change from time to time. If we decide to make any changes, we will post the updated policy on our website and other appropriate places so you are aware of what information we collect, how we use it, and under what circumstances we may disclose it. We reserve the right to modify this Privacy Policy at any time, so please review it frequently. Your continued use of our website after changes have been posted constitutes your acceptance of the updated Privacy Policy.

12. Effective Date

This Privacy Policy is effective as of January 1, 2024.

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Strategic
Financial Marketing agency.
Driving the results that our community based FI’s are looking for at the bottom line. Ask about our full-service approach.

CONTACT ADDRESS

BOSTON
6 Cranston St
Jamaica Plain, MA 02310

MIAMI
PO Box 370648
Miami, FL 33137

 

GENERAL INQUIRIES
info@strategisadv.com

 

TELEPHONE
781.297.9200

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