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Data Policy

Privacy Statement

The following information provides an overview of the type, scope, and purpose of the collection and use of personal data when using the Lean Financial Solutions GmbH (hereinafter referred to as "Lean FS"). website. Personal data refers to all information that serves to determine your identity and that can trace back to you - e.g., your name, your email address, and your phone number.

Use of Google Analytics

This website uses Google Analytics, a web analytics service provided by Google Inc. ("Google"). Google Analytics uses so-called "cookies", text files stored on your computer that allow an analysis of your use of the website. The information generated by the cookie about your use of this website is usually transmitted to a Google server in the USA and stored there. If IP anonymization is activated on this website, your IP address will be shortened beforehand by Google within member states of the European Union or in other contracting states of the Agreement on the European Economic Area.

Only in exceptional cases will the full IP address be sent to a Google server in the USA and shortened there. Google will use this information to evaluate your use of the website, to compile reports on website activity for website operators, and to provide other services related to website activity and internet usage.

The IP address transmitted by your browser as part of Google Analytics will not be merged with other Google data. You can prevent the storage of cookies by setting your browser software accordingly; however, we would like to point out that in this case, you may not be able to use all functions of this website to their full extent.

You can also prevent Google from collecting the data generated by the cookie and related to your use of the website (including your IP address) as well as the processing of this data by Google by downloading and installing the browser plugin available under the following link.

Communication via Third-Party Services

We may use third-party communication services such as WhatsApp to interact with clients, partners, and manage internal communications. We ensure that any personal data exchanged via these services is handled with strict confidentiality and in accordance with applicable privacy laws. It is important to note that these third-party services are governed by their own privacy policies, which we acknowledge and take into consideration in our data management practices.

Survey Data Collection and Use

When you participate in a Lean FS survey, we may collect personal data as well as other information you provide or that is automatically tracked. Surveys are conducted using third-party platforms, such as Typeform. The collected data may be used for various purposes. With your consent, personal data may be used internally for sales or marketing follow-up. Aggregated and anonymized responses may support benchmarking, market analysis, or the development of client-facing materials. Anonymized data may also be used in academic research collaborations, such as with the University of Basel or the University of Zurich.

All data is stored and processed in secure data centers located in Switzerland or Germany (Frankfurt). If you request a personalized report, your survey responses may be processed using third-party large language model (LLM) providers (e.g., OpenAI, Anthropic, Google Cloud AI). In such cases, only anonymized personal data is shared — direct identifiers such as your name, email address, or phone number are excluded. However, company names or URLs — including those that may be inferred from email addresses or similar inputs — may be included to enhance the personalization of the report.

Surveys conducted via Typeform may use cookies or similar technologies to analyze user behavior and enhance the survey experience. For more information, please refer to Typeform's privacy policy.link.

Data Processing for Inquiries, Subscriptions, and Communications

By contacting us — whether through contact forms, meeting scheduling, newsletter subscriptions, questionnaires, surveys, or other channels — you consent to the processing and storage of your data, including personal data, for the purpose of handling your inquiry, providing requested information, delivering subscribed or otherwise consented content, and for internal sales and marketing activities. Any additional information you provide may also be processed in accordance with the purposes previously outlined in this Privacy Statement.

Your data will be processed exclusively for these purposes and will not be shared with third parties for marketing purposes. You may withdraw your consent at any time.

Upon withdrawal of consent or fulfillment of the respective purpose, your data will be deleted unless legal retention obligations require further storage.

Disclaimer

Individuals who access the Lean FS website and retrieve information agree to the following provisions:

Website Usage

In close cooperation with our hosting providers, Lean FS makes every effort to ensure the secure operation of the website and to protect the databases from unauthorized access, losses, misuse, or falsification as much as possible. Access to the website is therefore at your own risk and responsibility.

Liability Exclusion

Lean FS rejects any liability for damages or consequential damages resulting from access to its website or parts thereof (e.g., downloaded documents), their use, or links to other websites.

Warranty Disclaimer

Lean FS uses all its care to ensure that the information on the website is correct and up-to-date at the time of publication and does not violate the rights of third parties (especially personal rights). Nevertheless, Lean FS cannot guarantee the accuracy, reliability, or completeness of the information.