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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 be traced back to you, e.g., your name, your email address, and your phone number.

Controller

Lean FS

Lean Financial Solutions GmbH

Meret Oppenheim-Platz 1

4053 Basel, Switzerland

For any data protection questions, you can contact us at dpo​lea​n-fs

Cookies and consent

We use cookies and similar technologies on our website. Essential cookies are required for the operation of the site. Analytics and tracking technologies (e.g., Google Analytics and Microsoft Clarity) are only used if you have given your consent via our cookie banner. You can adjust or withdraw your consent at any time via the cookie settings.

Use of Google Analytics

This website uses Google Analytics to analyse the use of our website. Google Analytics uses cookies and similar technologies that enable an evaluation of how you use the website. In this context, information may be generated that can be transmitted to and processed by Google, including in countries outside Switzerland or the EEA. According to Google, Google Analytics 4 does not permanently store or log IP addresses. Where consent is required, processing is based on your consent. You can withdraw your consent at any time via the cookie settings.

Use of Microsoft Clarity

This website uses Microsoft Clarity, an analytics tool provided by Microsoft, to better understand how visitors use our website (for example through heatmaps and session recordings). Microsoft Clarity uses cookies and similar technologies to capture user interactions and to help us improve usability and content. Depending on the configuration, information generated in this context may be transmitted to and processed by Microsoft, including in countries outside Switzerland or the EEA. Microsoft Clarity is only used if you have given your consent via the cookie banner. You can adjust or withdraw your consent at any time via the cookie settings. According to Microsoft, Microsoft Clarity masks sensitive content by default; masked content is therefore not transmitted to Clarity.

Communication via Third-Party Services

We may use third-party communication services such as WhatsApp to interact with clients and 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 anonymised responses may support benchmarking, market analysis, or the development of client-facing materials. Anonymised data may also be used in academic research collaborations, such as with the University of Basel or the University of Zurich.

With Typeform Standard, survey data may be processed and stored on infrastructure in the United States. Where personal data is transferred to countries without an adequate level of protection, we implement appropriate safeguards (in particular Standard Contractual Clauses) to ensure a level of protection that is essentially equivalent to Swiss and European standards.

If you request a personalised report, survey responses may additionally be processed via API by external LLM providers. We use such providers under contractual arrangements (including a DPA). As a rule, we only transmit pseudonymised or anonymised content. Direct identifiers (e.g., name, email address, phone number) are removed. Company names or URLs may be used to personalise the report.

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

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 for the purpose of handling your inquiry, providing requested information, delivering subscribed or otherwise consented content, and for internal sales and marketing activities.

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:

  • by using the unsubscribe button in our emails (if available)
  • by contacting us at dpo​lea​n-fs

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

Data subject rights

Under applicable data protection law, data subjects have rights such as access, rectification, erasure (where no legal obligations require continued storage), restriction of processing, withdrawal of consent, and, where applicable, data portability. To exercise these rights, you can contact us at any time at dpo​lea​n-fs .

Updates

We may update this Privacy Statement from time to time, for example when we introduce new services or if legal requirements change. The version published on this website is the one that applies.

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.