Privacy Policy

Last Updated: June 9, 2025

Viserly LLC (“Viserly,” “we,” “us,” or “our”) provides the website located at https://www.viserly.com (the “Website”) and the Viserly application (“Viserly”), to enable users (“you,” “Customer,” or “your”) to create and maintain relationships with their networks through personalized communications (the “Services”).

This Privacy Policy describes how we collect, use, protect, and handle your Personal Information in connection with our Site, Viserly, and Services. “Personal Information” refers to data that can identify an individual, including but not limited to your name, contact details, and any other personally identifiable information you provide through your use of our Services. By using Viserly, you consent to the practices described in this Privacy Policy.

Information We Collect

We collect Personal Information in the following ways:

  • Account Registration and Use: When you register for an account or use our Services, we collect personal information including your name, contact details (email address, phone number), and any other details provided during the registration process.
  • Communication: If you contact us, we may collect communication data, including your email address and any information you provide in your message.
  • Payment Information: If you make a purchase, we collect necessary billing and payment details, though this information is processed by third-party payment processors and not stored by us.
  • Email & Calendar Integration: When you connect Viserly to your email or calendar systems (e.g., Gmail, Office 365), we may collect data such as your contacts, calendar information, meeting details, and metadata from sent emails.

We may also automatically collect data such as IP addresses, cookies, and other identifiers when you use our Services.

How We Use Your Information

We use the collected data for the following purposes:

  • To provide and maintain our Services.
  • To personalize and improve your experience.
  • To respond to your inquiries and provide customer support.
  • To send transactional emails (such as password resets or purchase confirmations) and marketing communications (with your consent).
  • To analyze site traffic and user behavior using analytics tools (such as Google Analytics).
  • To optimize our marketing and display relevant content.

What We Don’t Do

  • Share user data with third parties for marketing purposes
  • Sell or rent your personal information
  • Use data obtained via Google Workspace APIs to develop, improve, or train generalized AI or ML models

Sharing Your Information

We do not sell or trade your Personal Information. However, we may disclose your Personal Information to third parties in the following cases:

  1. Legal Compliance: To comply with legal obligations, respond to legal requests, or protect the rights, property, and safety of our company, employees, or users.
  2. Business Transfers: In the event of a merger, sale, or bankruptcy, Personal Information may be transferred as part of the transaction.
  3. Service Providers and Partners: We may share Personal Information with service providers, contractors, and business partners who assist us in operating our Services and improving your experience (e.g., email providers, analytics tools, payment processors).
  4. Professional Advisors: To our legal, financial, or other professional advisors to protect the company’s interests.

Security of Your Information

We implement a range of security measures to protect your Personal Information. This includes using encryption for transmitting sensitive data and securing our servers. However, please be aware that no method of online transmission or storage is completely secure. While we strive to protect your data, we cannot guarantee its absolute security.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our Website and in Viserly. Cookies help us analyze website traffic, personalize content, and improve our Services.

  • First-party cookies are set by us for the purpose of tracking your activity on our site and improving functionality.
  • Third-party cookies are set by external service providers, such as advertisers or analytics providers.

You can manage cookie settings through your browser, but disabling cookies may limit some features of our Services.

Email and Marketing Communications

We may send you promotional emails related to our Services or other offers we think you might find useful. You can opt-out of receiving these emails by following the unsubscribe link in the email or contacting us directly at support@viserly.com.

Vulnerability Disclosure Program

If you identify any security vulnerabilities in our Website or Viserly, please report them to us at support@viserly.com. We appreciate your assistance in helping to maintain the security of our platform.

Third-party Links

Our Site and Services may contain links to third-party websites. These third-party sites have separate and independent privacy policies. We are not responsible for the privacy practices or content of such sites, and we encourage you to review their respective privacy policies.

Payroll Integration and Employee Information Sharing

For plan sponsor businesses using our Services, Viserly enables integration with third-party payroll systems to streamline and enhance real-time employee engagement. Through these integrations, we may collect and process the following types of employee-related Personal Information:

  • Full name
  • Email address
  • Phone number
  • Demographic and census-related data (e.g., date of birth, job title, employment status, hire date, compensation, and eligibility attributes)

This data is collected solely for the purpose of facilitating personalized, timely, and compliant communications between plan sponsors, financial advisors, and plan participants. By linking your payroll system to Viserly, you authorize the transmission and use of this data under the terms of this Privacy Policy.

We share relevant employee information collected via payroll integration with authorized Viserly users—including your assigned advisors and consultants—only to the extent necessary to:

  • Deliver personalized plan communications and service reminders
  • Enable more informed participant support and outreach
  • Identify trends and engagement gaps within your employee base
  • Support plan administration and compliance functions
  • Help advisors deliver more tailored, impactful service to clients and participants

Viserly users who receive this data are contractually obligated to maintain its confidentiality and use it solely for the purposes outlined above. All data transmissions are encrypted in transit and at rest, and we adhere to strict access controls to protect employee information.

We do not use this employee data for advertising or sell it to third parties. Any disclosures beyond the scope described here will require additional consent or be permitted only where required by law.

California Privacy Rights

Under California’s Shine the Light law, California residents may request information about the categories of Personal Information we share with third parties for direct marketing purposes. To make such a request, please contact us at support@viserly.com with “Shine the Light Request” in the subject line.

California residents also have rights under the California Consumer Privacy Act (CCPA) to request access to their Personal Information, request deletion, and opt-out of the sale of their data. To exercise these rights, please contact us at support@viserly.com. We will not discriminate against you for exercising your CCPA rights.

Children’s Privacy

Viserly does not knowingly collect Personal Information from children under the age of 13. If we learn that we have inadvertently collected Personal Information from a child under 13, we will take immediate steps to delete such information. If you believe that we have collected Personal Information from a child under 13, please contact us at support@viserly.com.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make updates, we will revise the “Last Updated” date at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions about this Privacy Policy or how we handle your Personal Information, please contact us at:

Viserly LLC
Email: support@viserly.com
Website: https://www.viserly.com

Contact Us