Privacy Policy

1. Introduction

At Vanguard Advisors, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI consulting services. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access our services.

2. Information We Collect

We collect information that you provide directly to us, as well as information automatically collected through your use of our services:

Information You Provide

• Account Information: Name, email address, phone number, company name, and billing information
• Business Information: Company website, industry, workflow challenges, EIN (Employer Identification Number), and other details provided in forms or consultations
• Third-Party Service Setup: Information required to configure integrated services such as Twilio, WhatsApp Business API, and other communication platforms
• Communication Data: Messages, feedback, and support requests you send to us

Information Collected Through Our AI Services

• Call Data: Phone numbers, call recordings, transcripts, call duration, and timestamps
• Conversation Data: Chat logs, customer inquiries, and AI-generated responses
• Analytics Data: Usage metrics, feature utilization, appointment bookings, and performance statistics
• Technical Data: IP addresses, browser type, device information, and access times

3. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery: To provide, maintain, and improve our AI Voice Receptionists, Lead Callbacks, Dashboards, and Chat Agents
• Customization: To configure and train AI models specific to your business needs
• Analytics: To generate insights, reports, and recommendations for your business operations
• Communication: To respond to inquiries, provide customer support, and send service-related notifications
• Billing: To process payments and manage your subscription
• Improvement: To analyze usage patterns and enhance our AI technology and services
• Compliance: To comply with legal obligations and protect against fraud or security threats

4. How We Share Your Information

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

• Service Providers: With third-party vendors who assist in providing our services (e.g., cloud hosting, payment processing, AI infrastructure providers)
• AI Model Training: Aggregated and anonymized data may be used to improve our AI models, but never in a way that identifies you or your customers
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Legal Requirements: When required by law, subpoena, or to protect our rights and safety
• With Your Consent: When you explicitly authorize us to share your information

All third-party service providers are contractually obligated to maintain the confidentiality and security of your information.

5. Data Security

We implement industry-standard security measures to protect your information, including encryption, secure data storage, access controls, and regular security assessments. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy. Call recordings and transcripts are typically retained for the duration of your subscription plus a reasonable period thereafter for analytics and compliance purposes. You may request deletion of your data subject to our legal and contractual obligations.

7. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information, subject to legal obligations
• Portability: Request transfer of your data to another service provider
• Opt-Out: Unsubscribe from marketing communications (service-related communications may continue)
• Restriction: Request limitation on how we process your information

To exercise these rights, please contact us at info@vanguard-advisors.com.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience, analyze usage patterns, and improve our services. You can control cookie preferences through your browser settings, though disabling cookies may limit functionality of our services.

9. Third-Party Services

Our services may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any information.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy and applicable data protection laws.

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it promptly.

12. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected, used, shared, or sold
• Right to delete personal information
• Right to opt-out of the sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising your CCPA rights

To exercise these rights, contact us at info@vanguard-advisors.com.

13. European Privacy Rights (GDPR)

If you are located in the European Economic Area (EEA), you have rights under the General Data Protection Regulation (GDPR), including the right to access, rectify, erase, restrict processing, object to processing, and data portability. You also have the right to lodge a complaint with your local data protection authority.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes via email or through our platform. The "Last Updated" date at the top of this policy indicates when it was last revised. Your continued use of our services after changes constitutes acceptance of the updated policy.

15. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Vanguard Advisors
Email: info@vanguard-advisors.com