Privacy Policy
Effective Date: June 1, 2024
Convergent (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website or interact with our services. By using this site, you consent to the terms outlined below.
1. Who We Are
Convergent is a technology consulting firm focused on the retirement and wealth management industry. We partner with recordkeepers, advisory platforms, and financial institutions to modernize systems, streamline operations, and deliver technology solutions that scale.
2. Information We Collect
2.1 Personal Information
We may collect the following personal details when you interact with us:
Name
Email address
Phone number
Company name
Job title
Mailing address
Why we collect it: To respond to inquiries, deliver services, and support ongoing client relationships.
2.2 Usage Data
We automatically gather certain information during your visit, including:
IP address
Browser type and version
Pages visited
Time and date of visit
Time spent on pages
Why we collect it: To understand how our website is used, enhance functionality, and improve your experience.
2.3 Cookies and Tracking Technologies
We use cookies and similar technologies to personalize your experience. These include:
Essential Cookies: For site functionality
Analytics Cookies: To understand traffic and usage
Functionality Cookies: To remember preferences
Advertising Cookies: For targeted marketing and ad performance
3. How We Use Your Information
We may use your information for:
Delivering and improving services
Communicating with you about updates or offerings (with consent)
Providing support or technical help
Meeting legal obligations
Internal analytics and performance monitoring
4. Sharing Your Information
We do not sell your personal data. We may share it with:
4.1 Service Providers
Third parties that support website operations or service delivery—under strict confidentiality agreements.
4.2 Legal Obligations
If required by law, court order, or governmental request.
4.3 Business Transfers
In the event of a merger, acquisition, or restructuring, your data may transfer to a successor entity.
5. How We Protect Your Data
We use a combination of technical and organizational safeguards:
Encryption of data in transit
Access controls for authorized personnel only
Data minimization practices
Regular security audits and reviews
While we take these steps seriously, no system is completely immune from risk. We cannot guarantee absolute security.
6. Your Rights
You have the right to:
Access the data we hold about you
Correct inaccurate or outdated information
Delete your information, where permitted
Restrict how we process your data
Object to certain processing activities
Receive your data in a portable format
To exercise these rights, please email us at info@beconvergent.com.
7. Data Retention
We retain your data only as long as necessary for the purposes outlined above or as required by law. When no longer needed, we securely delete or anonymize it.
8. Third-Party Links
Our website may link to third-party sites. We’re not responsible for their privacy practices. Please review their privacy policies before submitting personal data.
9. International Data Transfers
By using our services, you acknowledge that your information may be transferred and processed in the United States or other jurisdictions where we or our partners operate.
10. Children’s Privacy
Our services are not intended for children under 13. We do not knowingly collect data from children. If such data is identified, we will delete it promptly.
11. Changes to This Privacy Policy
We may update this policy as necessary. Any significant changes will be posted on our site, and the "Effective Date" will reflect the latest revision.
12. How to Contact Us
For questions or concerns regarding this policy, contact:
Convergent
800 Battery Avenue SE, Suite 200
Atlanta, GA 30339
Phone: +1 (866) 567-7221
Email: info@beconvergent.com