Introduction
SmartSource ("we," "us," or "our") is committed to protecting the privacy of our clients, website visitors, and users of our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at smartsource.io, use our services, or interact with us in any way. By using our website or services, you consent to the practices described in this Privacy Policy.
Who We Are
SmartSource provides digital marketing, web development, search engine optimization, paid media management, board portal solutions, and related technology services to credit unions across the United States. We operate from offices in Tuscaloosa, Alabama and Lake Oswego, Oregon.
Information We Collect
Information You Provide Directly
We may collect the following information when you interact with us:
- Contact Information: Name, email address, phone number, and credit union name when you submit our assessment form, request a demo, or contact us;
- Business Information: Credit union asset size, current marketing challenges, and other details you provide during consultations or assessments;
- Account Information: Login credentials and profile data for clients using our CUboardroom board portal or other managed services;
- Communications: Records of correspondence when you contact us via email, phone, or our website forms.
Information Collected Automatically
When you visit our website, we may automatically collect:
- Device Information: Browser type, operating system, device type, and screen resolution;
- Usage Data: Pages visited, time spent on pages, click patterns, and referring URLs;
- Log Data: IP address, access times, and server log information;
- Cookies and Similar Technologies: We use cookies, web beacons, and similar tracking technologies to enhance your experience and gather analytics data.
How We Use Your Information
We use the information we collect for the following purposes:
- To provide, maintain, and improve our services, including website development, SEO, paid media campaigns, and CUboardroom;
- To respond to your inquiries, process assessment requests, and schedule demos;
- To send you relevant communications about our services, industry insights, and updates (you may opt out at any time);
- To analyze website usage and optimize our content and user experience;
- To generate performance reports and analytics for our credit union clients;
- To detect, prevent, and address technical issues or security concerns;
- To comply with legal obligations and enforce our agreements.
How We Share Your Information
We do not sell, rent, or trade your personal information. We may share your information in the following limited circumstances:
- Service Providers: We work with trusted third-party vendors who assist us in operating our website, conducting business, and delivering services. These providers are contractually obligated to protect your information;
- Legal Requirements: We may disclose information if required by law, regulation, legal process, or governmental request;
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction;
- With Your Consent: We may share information with your explicit consent or at your direction.
Data Security
We implement industry-standard security measures to protect your personal information, including SHA256 with RSA encryption for data in transit, secure hosting infrastructure with SSAE16 SOC 1 & 2 Type II and ISO 27001 certifications, web application firewalls, intrusion detection and prevention systems, and regular security monitoring. Our CUboardroom platform employs multi-factor authentication, RAID storage with daily backups, and 24/7 monitoring to ensure the security of board communications and documents.
While we strive to use commercially acceptable means to protect your personal information, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
Cookies and Tracking Technologies
Our website uses cookies and similar technologies to improve functionality and gather analytics. You can control cookie preferences through your browser settings. Disabling cookies may limit certain features of our website.
We use the following types of cookies:
- Essential Cookies: Required for core website functionality;
- Analytics Cookies: Help us understand how visitors interact with our website;
- Marketing Cookies: Used to deliver relevant advertisements and measure campaign effectiveness.
Third-Party Services
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party services you interact with.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Client project data and analytics are retained for the duration of the service agreement and a reasonable period thereafter.
Your Rights
Depending on your location, you may have the following rights regarding your personal information:
- The right to access and receive a copy of your personal information;
- The right to correct inaccurate or incomplete information;
- The right to request deletion of your personal information;
- The right to opt out of marketing communications;
- The right to restrict or object to certain processing of your data.
To exercise any of these rights, please contact us at hello@smartsource.io.
Children's Privacy
Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete such information promptly.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post any changes on this page and update the "Last updated" date. We encourage you to review this Privacy Policy periodically.
Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
SmartSource
PO Box 1686 Tuscaloosa AL 35403
Email: hello@smartsource.co