Prospective Client Privacy Notice

Data that we hold and how we use it

As a potential client, we hold your name, job title and corporate contact details so we can build a relationship with you. This data will have been sourced directly from you at an event, or from your company website or a similar publicly available source. We only hold your data if we legitimately think you will have an interest in using our product.

Lawful basis for processing

Our lawful basis for processing your data is a Legitimate Interest for marketing purposes. As you are a corporate entity, we also abide by the Privacy and Electronic Communications Regulations (PECR). We give you the chance to opt out of all marketing on anything that we send you. We only share details of our own goods and services in our marketing. If your data was not sourced directly from you, then we contact you once we have the data to let you know that we have your data and give you the chance to opt out. Our legitimate interest balancing test indicates that this is a legitimate purpose: you would not be surprised to hear from us based on the nature of your job role, and our processing does not cause any harm or risk to you as a data subject.

Data Sharing and Transfers


Like most companies, we use a number of other companies as part of our data processing, for example cloud services and technology services. We have Data Processing Agreements in place with these providers. Where data is transferred outside of the EEA, we ensure that appropriate protection and mechanisms are in place, for example Standard Contractual Clauses. We do not sell your data to anybody.

Retention Periods


We hold data on Potential Corporate Clients for 5 years, or until the point at which you opt out of communications. At this point you are added to a suppression list so we do not contact you again. When you become a Corporate Client, then that Privacy Notice for will apply.

REQUEST A DEMO

It’s quick to get started with Nivo. See for yourself how we make financial services fast, simple, and secure.

Request Demo