Pulse iQ
does not collect donor data directly but analyzes transactional and CRM data from clients for business intelligence purposes. However, upon request, Pulse iQ may
enrich data using third-party wealth screening and predictive analytics services.
- Healthcare Clients (HIPAA Compliance & PHI Protection)
- Medical records and appointment data (for PulseLogs)
- Patient-provider communications
- HIPAA-compliant encryption in transit and at rest
- Nonprofit Clients (Donor & Financial Data Analytics)
- Donor records, transaction history, and engagement metrics
- Secure API integrations with CRM systems
- Payment processing information (via PCI DSS-compliant gateways)
- Corporate Clients (Business Intelligence & ROI Calculators)
- CRM data for ROI modeling, predictive analytics, and business optimization
- AI-driven data pattern recognition for improved efficiency
- Transactional data from client-side payment processors
3. How We Protect Your Information
Pulse iQ maintains strict security controls, including:
- SOC 2 Type 2 & PCI DSS Compliance
- HIPAA-compliant data storage (where applicable)
- AES-256 encryption for all sensitive data
- Role-based access control & multi-factor authentication
4. How We Share Information with Third Parties
Pulse iQ
does not sell user data but may share information with
trusted service providers necessary for delivering our solutions. These vendors comply with industry security standards:
- Hosting Providers: Microsoft Azure & Liquid Web (SOC 2, HIPAA, PCI DSS compliant)
- CRM & API Integrations: Secure data synchronization with client platforms
- Payment Processors (where applicable): PCI DSS-certified gateways
We only share data
to enhance client operations or provide secure integrations.
5. Digital Privacy & Data Security
Pulse iQ does not use
third-party cookies for tracking but does rely on:
- Session-based authentication logs to prevent unauthorized access
- Universal login functionality (for clients with multi-ministry integrations)
- App logs for troubleshooting when an application fails
6. Data Retention & Destruction Policies
- Financial Transaction Data: Retained for 7 years (for compliance)
- CRM & Marketing Data: Retained as needed for service delivery
- AI Model Data: Retained only in anonymized and aggregated form
- Client Data Deletion: Clients may request deletion upon service termination
7. AI & Machine Learning Data Processing
Pulse iQ utilizes
Machine Learning & Deep Learning for:
- Ensure CRM data is legally obtained before using Pulse Analytics
- Maintain compliance with PCI DSS for payment integrations
- Protect API credentials & secure access controls
8. Client Responsibilities for Data Protection
Clients must:
- Hosting Providers: Microsoft Azure & Liquid Web (SOC 2, HIPAA, PCI DSS compliant)
- CRM & API Integrations: Secure data synchronization with client platforms
- Payment Processors (where applicable): PCI DSS-certified gateways
We only share data
to enhance client operations or provide secure integrations.
9. Compliance & Hosting Infrastructure
Pulse iQ operates on
Microsoft Azure & Liquid Web, both
SOC 2, HIPAA, and PCI DSS certified.
10. Payment Integration & Financial Compliance
Pulse iQ provides
secure payment integration for nonprofit and corporate clients, ensuring:
- PCI DSS-compliant transaction processing
- Plaid integration for ACH payments
- Automated data reconciliation & fraud prevention
11. Fundraising & Donor Data Compliance
Pulse iQ ensures compliance with:
- GDPR & PCI DSS for donor transactions
- HIPAA (where applicable) for protected data
- Transparent fundraising analytics
12. ROI Calculators & Data Collection Policy
Pulse iQ provides
ROI calculators for corporate and nonprofit clients but does
not collect data directly except when hosting calculators at the client’s request.
- Client-hosted ROI Calculators: No Pulse iQ tracking
- Pulse iQ-hosted ROI Calculators: User consent required
- Cookies only used for authentication & security
13. GDPR Compliance for European Clients
Pulse iQ complies with
GDPR (EU 2016/679) by:
- Providing data portability & right to be forgotten
- Requiring explicit user consent for data processing
- Enforcing data minimization principles
GDPR Compliance Information
14. Additional Information
Clients may request a full copy of the Privacy Policy in PDF format.
15. Terms & Conditions
By using Pulse iQ services, clients agree to:
- Adhere to security protocols outlined in this policy
- Comply with industry-specific regulations
- Ensure proper handling of end-user data
Full Terms & Conditions