Privacy and website inquiries

Information you choose to share

To request a conversation, we ask for your name, work email, credit union, and conversation preference. Your job title, area of interest, question or context, constraint, and referral information are optional.

Please do not include member information, account numbers, personal financial details, passwords, or other confidential information in this form.

How a request is handled

The website saves your submitted inquiry in its database and sends a notification to the ShiftMate team that handles executive briefings and workflow discussions. When confirmation email is enabled, it also sends an acknowledgment to your work email through the configured mail service.

The team uses your information to review your request and contact you. A reference helps the team connect the inquiry with follow-up in its existing sales process. Submitting this form does not create a loan application or automatically qualify a sales opportunity.

Inquiry context and website usage

We retain the inquiry’s entry context, a referring resource when supplied through a recognized resource link, and supported campaign tags when available. Campaign tags are limited to source, medium, campaign, and content. We also keep the submission time, status, and inquiry reference.

The website uses a session to support the form and preserve entered information when validation needs correction. Browser session storage can carry campaign tags and referring-resource context between pages and prevent repeated analytics reports of the same accepted inquiry.

When enabled, Google Tag Manager loads the website’s configured analytics tags. The site’s custom inquiry events include interaction type, conversation preference, entry context, and an event identifier. Those events exclude the name, email address, and text entered in the form. Separate analytics tags are governed by their configuration.

Retention and questions

The website does not currently apply an automatic deletion period to inquiry records. Copies may also exist in the team’s email and follow-up records.

Contact info@shiftmate.ai if you have questions about information you submitted or want to ask about a correction or removal. Include enough context for the team to locate the inquiry without sending member or account information.