Privacy Policy

Last Updated: September 14, 2026

At Northcast Financial ("Company," "we," "our," or "us"), we respect your privacy and are committed to protecting the data you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal and enterprise information when you visit our website, use our software, or engage our consulting services (collectively, the "Services").

1. Information We Collect

We collect information to provide, maintain, and improve our Services.

A. Information You Provide Directly

• Account & Contact Data: Name, business email address, phone number, company name, job title, and password when you register for an account, request a demo, or contact support.

• Billing Data: Credit card details, billing address, and transaction history processed via our secure third-party payment processors.

• Customer Data & Inputs: Datasets, workflow rules, parameters, and content uploaded or transmitted through our platform to access client portals and shared materials.

B. Information Collected Automatically

• Usage & Log Data: IP address, browser type, operating system, referring URLs, pages viewed, access times, and system interaction logs.

• Device Information: Hardware specifications, unique device identifiers, and network information.

• Cookies & Tracking Technologies: Standard technologies (cookies, web beacons, pixel tags) to analyze trends, administer the platform, and track user movements across our site.

2. How We Use Your Information

We process your data for the following core business purposes:

• Service Delivery: Operating, maintaining, and optimizing the Northcast Financial platform and services.

• Engagement Delivery: Processing your specific business inputs to generate automated workflows and insights strictly for your instance.

• Account & Customer Support: Managing your subscription, processing payments, and responding to inquiries.

• Security & Fraud Prevention: Monitoring systems for unauthorized access, detecting fraud, and maintaining infrastructure integrity.

• Product Improvement: Analyzing aggregated, non-identifying telemetry to refine software features, system stability, and user experience.

• Communications: Sending system updates, security alerts, administrative messages, and opted-in marketing newsletters.

3. Enterprise Data Protection & Confidentiality Commitment

• Data Isolation: Proprietary enterprise data uploaded to Northcast Financial is kept isolated within your tenant environment.

• No Public AI Training: We do not use your confidential enterprise data, internal metrics, or proprietary inputs to train public machine learning or artificial intelligence models.

• Security Standards: We employ encryption at rest (AES-256) and in transit (TLS 1.3), along with strict access controls to prevent unauthorized data exposure.

4. How We Share Your Information

We do not sell, rent, or trade your personal data. We may share information under the following limited circumstances:

• Third-Party Service Providers: Vetted vendors who perform services on our behalf (e.g., cloud hosting infrastructure, payment gateways, email delivery, security monitoring).

• Business Transfers: In connection with a merger, acquisition, financing, or sale of company assets, subject to standard confidentiality agreements.

• Legal Compliance: When required by law, subpoena, regulatory request, or to protect the rights, property, and safety of Northcast Financial, our users, or the public.

5. Data Retention

We retain your information for as long as your account remains active or as needed to provide you with our Services. If you terminate your account, we will delete or anonymize your personal and customer data within 30 days, unless longer retention is required by legal, accounting, or audit obligations.

6. Your Rights & Choices

Depending on your jurisdiction, you may hold the following data privacy rights:

• Access & Export: Request a copy of the personal data we hold about you.

• Correction: Request updates or corrections to inaccurate or incomplete information.

• Deletion: Request the erasure of your personal data ("right to be forgotten").

• Opt-Out: Unsubscribe from marketing communications at any time using the link in our emails or via account preferences.

• Cookie Control: Manage cookie preferences directly through your web browser settings.

To exercise any of these rights, please email us at privacy@haldenrowe.com.

7. International Data Transfers

Northcast Financial operates globally. Data collected through our platform may be stored and processed in servers located in secure facilities worldwide. By using our Services, you consent to the transfer of your information to regions outside your country of residence, where data protection standards may differ.

8. Updates to This Policy

We may revise this Privacy Policy periodically to reflect changes in our practices or applicable legal mandates. When changes are published, we will update the "Last Updated" date at the top of this policy. We encourage you to review this page regularly.

9. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please reach out to our privacy team at:

• Email: privacy@haldenrowe.com

• Legal Department: legal@haldenrowe.com