Privacy policy

Privacy at Satori Insights

Satori Insights understands the importance of maintaining the confidentiality and security of our clients’ personal information. This notice describes the privacy policy and practices of Satori Insights globally and aims at providing our clients with complete information, in accordance with privacy laws.

The following describes information we collect about you, with whom we share data, how we protect your privacy and keep your information secure, and how you can contact us regarding our privacy policy and practices or in order to exercise your rights.

Our privacy policy reflects current global principles and standards on handling personal information. These principles include notice of data use, choice of data use, data access, data integrity, security, onward transfer, and enforcement/oversight. We abide by the privacy laws in the countries where we do business.

Security and Safeguarding of Personal Information

We have policies and procedures reasonably designed to safeguard the confidentiality and security of personal information about our clients that include restricting access to nonpublic personal information to properly authorized persons and maintaining generally accepted physical, electronic and procedural safeguards. We train our employees in the proper handling of personal information. When we use other companies to provide services for us, we require them to protect the confidentiality of personal information they receive. However, although we will do our best to protect your personal data, we cannot totally guarantee the security of your data.

Information that we collect

We collect various elements of public and nonpublic personal information from a variety of sources about clients and prospective clients, including:

(1) Information we receive through this website or other means, which can include name, address, phone number, tax identification number or other government ID number (when allowed or required by applicable law), IP address, browser type, mobile device type, and other company and household information,

(2) Information about transactions with us, our affiliates and non-affiliated third parties (as further detailed below). This may include information about the users of our services, third party suppliers, account and IT managers and other individuals. This information may come from our clients (either directly or indirectly by using one of our services), or third party suppliers.

(3) Communications with Satori Insights, including but not limited to telephone calls and e-mails to provide you with requested products and services;

(4) Images of attendees on our conference calls where provided; and

(5) Information from visitors to our websites provided through online forms, site visitorship data and online information-collecting devices known as “cookies.” Satori Insights uses cookies and tracking software to monitor visitor traffic patterns and site usage in order to develop the design and layout of the Website to better meet the needs of visitors to the Website. We ask for your consent to use cookies that collect your personal information, although we also use other types of cookies that do not collect your personal information and/or are necessary for the website to function. Should you wish to refuse to accept cookies or restrict the data that we collect through our tracking software, you can alter your cookies setting in your browser. However, if you choose to alter your cookies setting in your browser you may be unable to access parts of the Website. You can find information on popular browsers and how to adjust your cookie preferences in the help and support section of your browser.

We also collect information from publicly or commercially available sources that we deem credible. Such information may include your name, address, email address, preferences, interests, and demographic/profile data. The information we collect from public or commercial sources may be used along with the information we collect from you directly or from when you visit Satori Insights’ sites.

Tracking Technologies and Cookies

We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information. Tracking technologies used are becaons, tags, and scripts to collect and track information and to improve and analyze Our Service. The technologies we use may include:

  • Cookies or Browser Cookies. A cookie is a small file placed on Your Device. You can instruct Your browser to refuse all Cookies or to indicate when a Coookie is being sent. However, if You do not accept Cookies, You may not be able to use some parts of our Service. Unless you have adjusted Your browser setting so that it will refuse Cookies, our Service may use Cookies.
  • Web Beacons. Certain sections of our Service and our emails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit Satori Insights, for example, to count users who have visited those pages or opened an email and for other related website statistics (for example, recording the popularity of a certain section and verifying system and server integrity).


Cookies can be “Persistent” or “Session” Cookies. Persistent Cookies remain on Your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close Your web browser.

We use both Session and Persistent Cookies for the purposes set out below:

  • Necessary / Essential Cookies
    Administered by: Us
    Purpose: These Cookies are essential to provide You with services available through the Website and to enable You to use some of its features. They help to authenticate users and prevent fraudulent use of user accounts. Without these Cookies, the services that You have asked for cannot be provided, and We only use these Cookies to provide You with those services.
  • Cookies Policy / Notice Acceptance Cookies
    Type: Persistent Cookies
    Administered by: Us
    Purpose: These Cookies identify if users have accepted the use of cookies on the Website.
  • Functionality Cookies
    Type: Persistent Cookies
    Administered by: Us
    Purpose: These Cookies allow us to remember choices You make when You use the Website, such as remembering your login details or language preference. The purpose of these Cookies is to provide You with a more personal experience and to avoid You having to re-enter your preferences every time You use the Website.


How we use your information

We use information we collect from you as necessary or appropriate for our business purposes including to:
• Fulfil contractual obligations arising from contracts between you and us
• Administer your account where you have opened an account with us
• Register you and provide you access to the website or services requested by you
• Respond to inquiries or requests that you direct to us
• Fulfil your requests for products or services
• Send communications and administrative emails about the website and our services and products
• Personalize and better tailor the features, performance and support of the website and our services for your use; analyze, benchmark and conduct research on user data and user interactions with the website and our services
• Administer our site and as part of our efforts to keep our site safe and secure;
• Deliver customer services
• Conduct due diligence checks on business contacts as part of Satori Insights’ financial crimes and anti-corruption programs.
• To satisfy any and all required legal or regulatory obligations.
• Fulfil other purposes related to any of the above

Legal basis

We have a legal basis for collecting this information, as processing is necessary for either (i) the performance of a contract to which you are party or to take steps at your request prior to entering into a contract; or (ii) for direct marketing purposes carried out in Satori Insights’ legitimate interests and in compliance with your fundamental rights and freedoms.

Should you wish to refuse or restrict the information that we collect from you, we may be unable to provide you with the services you requested.

How we disclose your information to third parties

We may disclose all of the personal information that we collect, as described above, to non-affiliated third parties under the circumstances described below and in this Policy.

For legal and regulatory reasons:

We may disclose your information if we are under a duty to disclose or share your Information to comply with any legal or regulatory obligations or in order to enforce or apply or fulfil our terms and conditions and other agreements or protect the rights, property, or safety of our customers, our group companies or others. This includes exchanging information with other companies and organizations to conduct due diligence checks on business contacts as part of Satori Insights’ financial crimes and anti-corruption programs. To provide contracted services:

We use a number of third party organizations in the provision of services to our customers (i.e. processing centers, cloud storage providers, development and maintenance of our networks and systems). These organizations act as data processors and are strictly contractually controlled in how they may/may not use your Information and we remain responsible for the protection of your Information.

Please contact Satori Insights if you would like additional information about the third parties relevant to your contract.

For marketing:

Our website may link to third party websites that have privacy policies that differ from ours, and you should consult those websites’ privacy policies to understand how they will collect, store, process, transfer, and otherwise use your personal information.

Should any third party, whether affiliated or not, be or become co-controller of a data processing with Satori Insights, because it jointly determines the purposes or the essential elements of the means which characterize a data controller, we will update our policies to inform you of the processing and how to exercise your rights.

We will also use personal information about our clients for our own internal analysis, analytics, research and development, and to improve and add to our client offerings.

Notice To Residents of California

If you are a California resident, as defined in the California Code of Regulations, you have rights under the California Consumer Privacy Act of 2018 which can be found here.

Transfer of Personal Information Outside of the European Economic Area (EEA)

For the abovementioned purposes, the personal information listed in this policy may be transferred to our affiliates or non-affiliated third parties established in countries outside of the EEA, which do not offer the same level of protection for personal data, e.g. in the following countries: United States; Canada; Latin America; Australia; Japan; Korea; Taiwan; Singapore; Hong Kong; China.

Personal information listed in this policy may also be transferred to our affiliates and non-affiliated third parties in the United Kingdom, which, from 1 January 2021, will be categorised as a country outside of the EEA.

We will take all reasonable steps necessary, including the use of the Model Contractual Arrangements as approved by the EU, or other contractual means to ensure that your Information is treated securely and in accordance with this Policy, the EU General Data Protection Regulation (GDPR), the GDPR as incorporated into the laws of the United Kingdom by the European Union (Withdrawal) Act 2018 and amended by the Data Protection, Privacy and Electronic Communications (Amendments etc) (EU Exit) Regulations 2019 (the “UK GDPR”), and other applicable privacy rules.

Satori Insights transfers of personal data from the EEA are conducted in accordance with approved Model Contractual Clauses approved by European Data Protection Authorities.

We will only share information with third parties if those third parties provide an adequate level of data protection to help ensure the security of personal data as noted previously or such as being Swiss-EU Privacy Shield certified where applicable, or agreeing to the terms of an appropriate non-disclosure agreement (“NDA”) or a data transfer agreement.

Your rights

Access and Accuracy/Reviewing or Deleting Your Information

You have the right to access information about you held by Satori Insights and have the right to have this information corrected or amended at any time, or where it is inaccurate or inappropriate for the specified purposes of processing.

Please note that we may retain your Information in conformance with our data retention policy most specifically for legal or regulatory purposes or to honour opt-out requests as appropriate.

Satori Insights will treat requests to access information or change information in accordance with applicable legal requirements.

We want to maintain the accuracy of your information that is held by us. If you need to update or correct it, please do so by logging into your account where applicable,  or by speaking to a Satori Insights service person where applicable.

You also may update your information by contacting us. See the Contact Information section of this document for more information.

We will make reasonable efforts to incorporate the changes as soon as possible. Before we make any changes, we may ask you to verify your identity and/or provide other details to help us respond to your request.

Right to object to processing

You may have the right to object at any time, and on grounds relating to your individual situation, to Satori Insights’ processing of your information. Should you object to Satori Insights’ processing of your information, we may be unable to provide you with the services you requested. When you object to the processing of your information for direct marketing purposes, we shall no longer process your information for such purposes.

Right to data Portability

You have the right to receive your information that you have provided to Satori Insights in a structured, commonly used and machine-readable format and have the right to transmit that data to another controller without hindrance from us, where the processing is based on your consent or on a contract concluded between you and Satori Insights. Please note that such right to data portability only applies to processing carried out by automated means.

Right to lodge a complaint with a supervisory authority

You have the right to lodge a complaint with a supervisory authority, if you believe that the processing of your personal information infringes data protection principles or laws.

Policy Enforcement and Complaints

We regularly review our compliance with this Policy. Any questions or concerns regarding this Policy or our treatment of your information may be directed to us. See the Contact Information section of this document for more information.

We will treat your requests or complaints confidentially. A representative will contact you within a reasonable time after receipt of your complaint to address your concerns and outline options regarding how they may be resolved. We will aim to ensure that your complaint is resolved in timely and appropriate manner.

Length of data retention

Satori Insights is subject to extensive recordkeeping requirements. The requirements are driven by laws and regulations based on the jurisdictions in which we are located and the regulated businesses in which we operate. In addition to delineating the types of records that must be maintained, the various regulations also address the periods of time for which they must be kept and, in some cases, establish specific protocols for how, and in what form, those records may be maintained.

It is Satori Insights’ policy to maintain records for periods of time sufficient to meet its needs in accordance with operational, contractual, legal, regulatory, tax, audit and/or historical requirements, with respect to the purposes for which the personal data are obtained and processed.

Privacy Policy Changes

We may make changes to our privacy policy and this statement from time to time. If we change our privacy policy statement, we will post the revised statement here, with an updated revision date. If we make significant changes to our privacy policy that materially alter our privacy practices, we will provide a more prominent notice such as sending a copy through the mail, providing notice via email or posting a notice on our corporate website. This privacy policy statement was last updated on 10 October, 2023.

Contact Information

If you would like to contact us with any queries or comments concerning our privacy policy please send an email to

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