Privacy Policy

1. Introduction

Ellevian ("we," "our," or "us") operates the Ellevian CRM platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our application, including any features that connect to third-party financial services such as Plaid and Moov.

2. Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, and other contact details you provide during account creation or through our portal.
• Financial Information: Bank account details, routing numbers, and transaction information collected through our integration with Plaid and Moov to facilitate payments and account verification.
• Usage Data: Information about how you interact with our application, including access times, pages viewed, and features used.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process payments and verify bank accounts
• Communicate with you about your account or transactions
• Comply with legal obligations and enforce our terms

4. Plaid Integration

Our application uses Plaid to securely connect your financial accounts. When you use Plaid Link, you are providing your credentials directly to Plaid, not to us. We receive only the information necessary to verify your account and facilitate transactions. Plaid's use of your data is governed by the Plaid End User Privacy Policy.

5. Moov Integration

We use Moov to process payments. When payments are initiated, certain personal and financial information is shared with Moov to complete the transaction. Moov's handling of your data is governed by their privacy policy.

6. Data Security

We implement industry-standard security measures to protect your information, including encryption of data in transit (TLS 1.2+) and at rest. Access to sensitive data is restricted to authorized personnel and protected by multi-factor authentication.

7. Data Sharing

We do not sell your personal information. We may share your information only in the following circumstances:

• With service providers (Plaid, Moov) to facilitate financial services
• To comply with legal obligations or respond to lawful requests
• To protect our rights, privacy, safety, or property

8. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law.

9. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction or deletion of your personal information
• Opt out of certain data processing activities
• Request a copy of your data in a portable format

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

11. Contact Us

If you have questions about this Privacy Policy, please contact us at privacy@ellevian.com.