Privacy Policy

The Center for Financial Services Innovation (CFSI) is committed to maintaining the integrity and privacy of personal information collected on the internet. This privacy policy (“Policy”) is intended to explain our information collection and dissemination practices in connection with CFSI family of websites located at (the “Sites”). Please review the entire Policy and feel free to contact us at if you have any questions.

By using the Sites, you consent to the collection, use, and disclosure of information in accordance with the terms of this Policy. This Policy was last updated on August 31, 2014. CFSI reserves the right to update this Policy at any time.

1) Collection of Personal Information

In order to monitor the Sites’ performance, provide you with a better experience when visiting the Sites and for statistical and routine system maintenance purposes, CFSI may automatically collect the following through the use of cookies: (a) the home server domain names, IP addresses, geographic location, type of computer and operating system, type of web browser or device of users of the Sites (“you”), and (b) aggregate information on which pages you access and relevant information such as the date on which these pages were accessed. This information is only used in aggregate form and does not identify you personally. CFSI uses the services of Google Analytics to monitor visitor interaction with the Sites:

§ Google Analytics’ Privacy Policy

Beyond the above information, CFSI only collects personal information (e.g., name, email, mailing address and phone number) that you voluntarily submit to us. This information is used by CFSI or its contracted service providers solely to provide you with the information and materials you have requested, such as datasets, email updates and other materials regarding CFSI and its programs. Registration for CFSI Websites:Registration is not required for the Sites. However, all researchers wishing to access CFSI datasets will be required to provide personal contact information and to read and accept our dataset agreement.

2) Use of Personal Data Collected

CFSI will not sell, share, rent or disclose to third parties any individually identifying information, such as names, postal and email addresses, telephone numbers, and other personal information which you voluntarily provide to us, except (a) to provide the services you have requested; (b) to the extent necessary to comply with applicable laws or valid legal processes; or (c) to protect CFSI’s intellectual property and other legal rights. Information submitted to us is only available to employees managing this information for the purposes of contacting you or sending you permission-based emails following your request for information, and to contracted service providers for the purposes of providing services relating to our communications with you.

CFSI works with third-party vendors Constant Contact and MailChimp to provide users with its email update and newsletter services. While these vendors have access to your personally identifiable information in order to provide email services, they are required to maintain the privacy of all information in their control pursuant to the terms of privacy policies posted on their respective websites. . You may opt out of any CFSI newsletter by clicking “unsubscribe” at the bottom of each newsletter and following the subsequent instructions.

3) User’s Rights

You may obtain a summary of your personally identifiable information retained by us, or modify, correct, change or update such information by contacting CFSI via the postal address, email address, or telephone number listed in Section 6 (Right to Contact) below. You may also request that CFSI remove from its database any personally identifiable information you have previously provided by contacting CFSI via the postal address, email address, or telephone number listed in Section 6 (Right to Contact) below. Complete removal may not be immediate, and in some instances, all archival copies may be impossible to delete. Also, if you would like to opt out of receiving any communications, please contact CFSI at

4) Links

The Sites may contain links to other Internet web sites. However, CFSI does not endorse, and is not responsible for, the privacy practices or the content of these web sites. You should review these policies in connection with your use of such third-party sites.

5) Security Measures

CFSI has established reasonable precautions to protect collected personal information from loss, misuse, unauthorized access, disclosure, alteration or destruction, which includes contractual, administrative, physical, and technical steps. Technical measures include the use of firewall protection. Although CFSI takes reasonable precautions to assess the reliability of such technology, it relies on the statements of the vendors of those products and services as part of its security evaluation. Please note that while CFSI has endeavored to create secure and reliable Sites for its users, the confidentiality of any communication or material transmitted to/from CFSI via the Sites or email cannot be guaranteed. CFSI urges you to take reasonable precautions to protect your personal data when you are on the Internet.

6) Right to Contact

CFSI reserves the right to contact users of the Sites regarding changes to this Policy, the terms of use of the Sites, or any other policies, agreements or transactions relevant to Site users.

Questions or concerns regarding CFSI’s data protections practices should be addressed to:

The Center for Financial Services Innovation
20 N Clark
Suite 1950
Chicago, IL 60610
Telephone: 312.881.5856

Let us know what's on your mind.