Privacy Policy Effective Date: 01/01/2025
Research Based Solutions respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website, use our assessments, or engage with our training and coaching programs.
1. Information We Collect
Website & Contact Forms: When you request a consultation or contact us, we may collect your name, email, phone number, company, and any information you provide voluntarily.
Assessments: Our proprietary behavioral assessments use a 5-digit identifier to maintain confidentiality. We do not collect or store personally identifiable information such as full names or email addresses for assessment participants.
Payment Processing: If you register for a program through Stripe or other processors, limited payment information is collected and processed securely by those providers. We do not store credit card details.
Usage Data: We may collect non-identifiable information such as browser type, device, and website usage patterns for analytics and site improvements.
2. How We Use Information
We use collected information to:
Provide and improve our assessments, training, and coaching programs. Respond to inquiries and requests for consultation. Process registrations and payments. Ensure compliance with client agreements and security protocols. Conduct aggregate, de-identified research on advisor performance trends.
3. Data Sharing & Disclosure
We do not sell or rent personal information to third parties.
Limited information may be shared with trusted service providers (e.g., Stripe, JotForm, hosting partners) strictly for business operations. For enterprise clients, aggregated and de-identified results may be shared with managers for training purposes. Individual identities remain confidential. We may disclose information if required by law or to protect the rights and security of RBS, our clients, or partners.
4. Data Security
We maintain administrative, technical, and physical safeguards to protect information against unauthorized access, disclosure, or misuse. Measures may include IP whitelisting, secure data hosting, encryption, and restricted access.
5. Data Retention
Assessment data is retained in de-identified form to support training, research, and benchmarking. Contact information submitted via JotForm or consultation requests is retained only as necessary to provide requested services.Payment data is handled exclusively by third-party processors according to their policies.
6. Your Choices
You may request access, correction, or deletion of personal information we hold about you by contacting us at [email protected]. You may unsubscribe from newsletters or marketing communications at any time.
7. Children’s Privacy
Our services are intended for professional use and are not directed to individuals under 18. We do not knowingly collect personal information from children.8. Updates to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
9. Contact Us
Research Based Solutions
100 Chesterfield Business Parkway, Suite 200Chesterfield, Missouri 63005636-681-1022