Privacy Policy

This Privacy Policy explains how Advanced Revenue Technologies Inc., doing business as RevTech (“RevTech,” “we,” “us” or “our”), collects, uses, discloses and otherwise processes personal information when you visit our websites, communicate with us, create or administer an account, use our software and related services, or otherwise interact with us.

RevTech provides an agentic operating layer for go-to-market teams. The platform may connect to customer-authorized CRM, communications and other business systems; analyze information; generate recommendations, content and other Outputs; and perform actions within customer-configured permissions and approval rules (the “Services”).

This Policy applies when RevTech determines the purposes and means of processing, including for our website, business development, account administration, billing, security, support and our own operations. When we process personal information in a customer workspace on behalf of a business customer, that customer generally controls the information and its privacy notice and agreement with RevTech also apply.

Privacy inquiries may be sent to privacy@revtech.ai or to: Privacy Officer, Advanced Revenue Technologies Inc., Vancouver, British Columbia, Canada.

Individuals seeking access to or correction of information in a customer workspace should ordinarily contact the customer that controls the workspace. We assist customers with verified requests as required by applicable law and contract.

3.1 Contact and professional information

Name, business email address, business telephone number, employer, job title, department, professional profile, country, language, business interests and information included in forms, event registrations or communications.

3.2 Account and authentication information

User ID, organization or tenant, role, permissions, sign-in method, authentication events, multifactor status, administrator settings, profile information, preferences and records of agreement acceptance.

3.3 Customer and connected-system information

Information a customer or authorized user connects, submits or makes available through CRM and other business systems. Depending on the customer, this may include business contacts, accounts, opportunities, activities, notes, emails, meetings, call information, support records, customer-success data, partner information, account plans and related documents.

3.4 Inputs, Outputs and agent activity

Prompts, voice or text requests, workflow instructions, uploaded context, generated summaries, recommendations, forecasts, scores, messages, drafts, action plans, agent memory configured for the tenant, tool calls, approvals, resulting system changes and action logs.

3.5 Device, usage and diagnostic information

IP address, browser and device type, operating system, approximate location derived from IP, session identifiers, pages and features used, timestamps, referring URLs, model routing, latency, token or credit consumption, errors, crash data and performance information.

3.6 Security and compliance information

Authentication and access logs, suspected abuse indicators, audit records, administrative actions, connector events, vulnerability reports, investigation records and information needed to comply with legal or contractual obligations.

3.7 Billing and transaction information

Billing contact, plan, purchase history, invoices, tax information, payment status and limited payment information received from our payment processor. RevTech does not intentionally store complete payment-card numbers.

3.8 Support and communications information

Support tickets, chat, email, call recordings or transcripts where notice is provided, meeting notes, survey responses, diagnostics and files or screenshots you choose to share.

3.9 Marketing and event information

Subscription preferences, campaign engagement, event attendance, demo requests, attribution information, communication history and consent or unsubscribe records.

3.10 Public and licensed business information

Business contact, company, role, professional profile and firmographic information obtained from public sources, customer-authorized integrations or licensed data providers.

3.11 Inferences and classifications

Business-oriented inferences such as account summaries, relationship signals, opportunity risk, prioritization, next-best actions, engagement patterns or confidence scores. These may be personal information when linked to an identifiable person.

• Directly from you when you create an account, request information, attend an event, configure settings, provide instructions or contact support.
• From your organization when an administrator creates an account, assigns permissions, connects systems or provides information about users and business contacts.
• From connected services when a customer authorizes RevTech to access CRM, email, calendar, collaboration, data warehouse, enrichment or other systems.
• Automatically through logs, cookies, SDKs and similar technologies when you use our website or Services.
• From service providers and business partners, including identity, payment, analytics, event, referral, implementation and security providers.
• From public and licensed sources, including company websites, professional directories and authorized business-data providers.

We rely on consent, performance of a contract, compliance with law and legitimate business purposes or interests, depending on the context and applicable law. Where consent is required, it may be withdrawn subject to legal or contractual restrictions and reasonable notice.

6.1 Processing to provide customer-directed functions

To provide an AI feature, RevTech may send a user’s Input and the customer context reasonably needed for the task to an approved model provider or other subprocessor. The resulting Output may be returned to the user, stored in the workspace, used in a configured workflow or written to a connected system, depending on customer instructions and permissions.

6.2 RevTech’s continuing licence to Outputs

Our customer Terms grant RevTech a perpetual, irrevocable, worldwide, royalty-free, transferable and sublicensable licence to use, reproduce, modify, create derivative works from, distribute, display, perform, analyze, commercialize and otherwise exploit Outputs for lawful business purposes. These purposes may include operating and improving the Services, evaluating quality and safety, creating benchmarks, developing new products and training or fine-tuning AI systems.

That licence does not displace privacy, confidentiality or data-protection obligations. RevTech will not publicly disclose an Output in a manner that identifies a customer or individual, reveals Customer Confidential Information, or violates applicable law. Where an Output contains personal information or Customer Data, our use remains subject to the applicable Terms, Data Processing Addendum, deletion requirements and customer instructions. RevTech may retain and use de-identified or aggregated versions after identifiable data is deleted.

6.3 Customer Data and Inputs

Except for the rights expressly granted in our Terms, RevTech does not acquire ownership of Customer Data or Inputs. RevTech will not use Customer Data or Inputs to train or fine-tune a model used by other customers unless the customer expressly opts in in writing. Ordinary use of the Services is not such an opt-in.

6.4 AI subprocessors

We require AI subprocessors that receive Customer Data to process it only for the contracted service and under confidentiality and security obligations. Provider retention, safety-review and processing locations may differ by feature. Material differences are disclosed through our subprocessor information, product documentation or administrator notices.

6.5 Accuracy and human review

AI Outputs are probabilistic and may be inaccurate, incomplete, biased, outdated or non-unique. Customers and authorized users are responsible for validating material information and applying human review before relying on Outputs or Agent Actions for external communications, irreversible actions or consequential decisions.

• To subprocessors that provide cloud hosting, identity, databases, AI inference, transcription, monitoring, support, communications, analytics, billing and professional services.
• To connected services at the direction of a customer or authorized user, including when an Agent Action reads from or writes to a connected system.
• Within a customer organization, according to administrator settings, roles, permissions and sharing configurations.
• To professional advisers, auditors, insurers and financing sources subject to appropriate confidentiality obligations.
• In connection with a merger, financing, acquisition, reorganization or sale of assets, subject to appropriate safeguards and applicable notice requirements.
• To regulators, courts, law-enforcement authorities or other persons where required by law or reasonably necessary to protect rights, safety and security.
• With consent or at the direction of the relevant individual or customer.

RevTech does not sell Customer Data. RevTech does not sell personal information or share it for cross-context behavioural advertising as those terms are defined under applicable U.S. state privacy laws. We may use website analytics and marketing technologies subject to applicable consent and opt-out requirements.

Customers may connect third-party services to RevTech. The customer is responsible for authorizing the connection, selecting permissions and ensuring it has the right to process the connected information. RevTech uses connected credentials and information to provide the requested functionality, secure the connection, support the customer and comply with law.

Some third-party services are provided under a direct agreement between the customer and that third party. Their terms and privacy practices apply to their independent processing. RevTech remains responsible for subprocessors it appoints as required by our agreements and applicable law.

RevTech is a Canadian company and may process information in Canada, the United States and other countries where RevTech, its customers or its subprocessors operate. Information may therefore be subject to the laws of those jurisdictions and may be accessible to courts, law-enforcement or national-security authorities in accordance with local law.

For Customer Data, any contracted hosting region or data-residency commitment is stated in the applicable Order Form or Data Processing Addendum. Where required, we use recognized contractual transfer mechanisms and supplementary safeguards.

We retain personal information for as long as reasonably necessary for the purposes described in this Policy, to provide the Services, comply with law, resolve disputes, enforce agreements and maintain appropriate business and security records. Retention periods vary by data category, customer configuration, plan, legal requirements and backup lifecycle.

Customer Data is returned or deleted as described in the applicable Terms and Data Processing Addendum. RevTech may retain records required for billing, security, fraud prevention, legal compliance and dispute resolution. We may retain de-identified or aggregated information and licensed Outputs that no longer identify a customer or individual.

RevTech uses administrative, technical and physical safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure or destruction. Safeguards include access controls, authentication measures, encryption in transit, logging, environment separation, vendor management and incident-response processes appropriate to the nature of the information and Services.

No system is completely secure. Customers are responsible for protecting their credentials, configuring permissions and approval controls, and promptly notifying RevTech of suspected unauthorized access.

Depending on your location and the context, you may have rights to request access, correction, deletion, portability, restriction, objection, withdrawal of consent, information about automated processing, or review by a person. You may also complain to a privacy regulator.

To exercise a right concerning information RevTech controls, contact privacy@revtech.ai. We may verify your identity and authority before responding. For information controlled by a RevTech customer, submit the request to that customer; we will assist the customer as required.

We use essential technologies to operate and secure our website and Services. We may also use analytics and marketing technologies where permitted. Available choices are presented through our cookie or preference tools. Browser settings may also limit certain technologies, although doing so may affect functionality.

You may unsubscribe from promotional email using the link in the message or by contacting us. We may continue to send transactional, security, billing and service communications that are necessary to administer your account or relationship with RevTech.

The Services are designed for organizations and business users. They are not directed to children, and RevTech does not knowingly collect personal information directly from children through self-service registration. Customers must not submit children’s personal information unless expressly authorized by a written agreement and applicable law.

15.1 Canada

RevTech applies accountability, identified purposes, appropriate consent, limiting collection, limiting use and retention, accuracy, safeguards, openness, access and complaint-handling principles as required by applicable Canadian private-sector privacy law.

15.2 Quebec

RevTech’s Privacy Officer is the person in charge of the protection of personal information for purposes of Quebec law. Where required, individuals may request information about the source and use of their information, categories of persons with access, retention, transfers outside Quebec, profiling or decisions based exclusively on automated processing, and may make representations to a person able to review a decision.

15.3 EEA, United Kingdom and Switzerland

Where applicable, individuals may have rights under the GDPR, UK GDPR or Swiss data-protection law. RevTech processes personal information on legal bases including contract, legitimate interests, legal obligation and consent. International transfers are handled using an applicable adequacy decision, standard contractual clauses or another lawful mechanism.

15.4 United States

Residents of certain U.S. states may have rights to know, access, correct, delete or obtain a copy of personal information, and to opt out of certain sales, sharing, targeted advertising or profiling. RevTech does not discriminate against individuals for exercising applicable privacy rights.

We may update this Policy to reflect changes in the Services, our practices or legal requirements. We will post the updated version with a new version number and “Last updated” date. Where a change materially affects how personal information is used, we will provide additional notice or seek consent where required.

Privacy Officer
Advanced Revenue Technologies Inc.
Vancouver, British Columbia, Canada

Email: privacy@revtech.ai
Website: https://revtech.ai