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Scope

This policy explains how TechAxis Advisors LLC handles personal information collected through techaxisadvisors.com, business communications, inquiry and lead-generation forms, and the TechAxis Relationship Intelligence application and internal CRM. Separate client agreements govern confidential information processed in delivering client services.

Information we collect

We collect information you provide when you contact us, request information, schedule a meeting, submit a form, or engage our services. This may include your name, business email address, phone number, employer, job title, and the contents of your inquiry or communications.

We may obtain professional contact information from public business sources, referrals, and business-data providers to identify relevant business contacts and maintain relationship records.

Our website hosting and related services may collect technical information such as IP address, browser and device information, pages requested, and access times for website operation and security.

How we use information

We use personal information to respond to inquiries, schedule meetings, provide services, manage business relationships, maintain contact and opportunity records, send relevant business communications, measure engagement outcomes, operate and protect our systems, and meet legal and contractual obligations.

LinkedIn lead forms and integrations

If you submit a TechAxis lead form on LinkedIn, we may receive the information you provide and related form or campaign details. When enabled, our authorized Lead Sync integration will transfer these submissions into our internal CRM for qualification, follow-up, and reporting. We use this information for the purposes described in this policy and the relevant form. LinkedIn separately handles information under its own privacy policy.

Information sharing

We may share information with service providers supporting website hosting, email, scheduling, CRM, data storage, and business operations, as necessary for those services. We may also disclose information when required by law, to protect legal rights or security, with your authorization, or in connection with a business transaction subject to appropriate confidentiality arrangements.

Cookies and third-party services

Third-party scheduling tools, embedded content, or other services you choose to use may collect information under their own privacy policies. You can manage cookies through your browser settings. Any analytics or advertising technologies used on our website should be disclosed here before publication.

Retention and security

We retain information for as long as reasonably necessary for the purposes described above, including business relationships, recordkeeping, legal obligations, and dispute resolution. Privacy requests may require us to retain a limited record to honor communication preferences or meet legal requirements.

We use safeguards appropriate to the information and systems involved to reduce unauthorized access, loss, misuse, or disclosure. No system can guarantee complete security.

Your choices and requests

You may request access to, correction of, or deletion of your personal information, or ask us to stop marketing communications, by emailing aarati@techaxisadvisors.com. You may also use an unsubscribe option where provided. We may verify your identity before acting on a request and respond in accordance with applicable law. Some information may need to be retained for legal or contractual reasons.

Location and children

TechAxis Advisors is based in the United States. Information may be processed in the United States or other locations where our service providers operate. Our website and services are intended for business audiences and are not directed to children under 13.

Changes and contact

We may update this policy as our practices change. The updated policy will appear on this page with a revised date.

For privacy questions or requests, contact TechAxis Advisors LLC at aarati@techaxisadvisors.com.