Effective Date: October 8, 2026

Support Financial Resources, Inc. dba Support EXP (“Support EXP,” “we,” “our,” or “us”) is committed to protecting the privacy and security of the information entrusted to us by our clients, website visitors, survey participants, employees, and business partners.

This Privacy Policy describes how we collect, use, protect, and disclose information when providing our customer experience software, survey programs, consulting services, websites, and related services.

This Privacy Policy provides a general description of our privacy practices. Specific requirements governing client data—including confidentiality, security, incident notification, and each party’s responsibilities—are addressed in applicable client agreements and, where applicable, data processing addenda.

Information We Collect

Depending on how you interact with Support EXP, we may collect the following information.

Information provided by our clients

Clients provide the information reasonably necessary for Support EXP to deliver contracted services, such as administering surveys, reporting results, and supporting authorized follow-up activities.

When processing personal information on behalf of a client, Support EXP acts according to the client’s instructions and applicable contractual requirements. The client determines the purposes of its survey program and the information provided to support it.

Information provided by survey participants

Individuals responding to surveys may voluntarily provide:

• Survey responses
• Comments and feedback
• Product interests
• Requests for follow-up
• Contact preferences
• Other information they choose to share

Participation is voluntary unless otherwise required by the client administering the survey.

Website information

When visiting our website, we may collect:

• IP address
• Browser type
• Device information
• Pages visited
• Referral source
• Session information
• General geographic information
• Cookie identifiers

This information helps improve website performance, security, and visitor experience.

How We Use Information

Support EXP uses information only as necessary to:

• Deliver contracted survey and consulting services
• Distribute survey invitations
• Process survey responses
• Generate reports and analytics
• Deliver alerts and notifications requested by clients
• Improve our products and services
• Provide customer support
• Meet contractual and legal obligations
• Protect our systems and prevent fraud

We do not sell personal information.

Survey Programs

Support EXP administers survey and customer feedback programs on behalf of clients. Information supplied by our clients is used solely to conduct approved survey programs and related follow-up activities.

Unless specifically authorized by the client:

• We do not market products or services directly to survey participants.
• We do not use survey participant information for unrelated purposes.
• We do not disclose identifiable survey information to unrelated third parties.

Where clients request follow-up (such as service recovery, contact requests, product interest, recognition, or coaching), Support EXP may provide authorized client personnel with the information necessary to complete those activities.

Artificial Intelligence and Analytics

Support EXP may utilize artificial intelligence and automated analytics to assist with:

• Summarizing survey comments
• Identifying trends and themes
• Generating operational insights
• Supporting reporting and dashboard features
• Improving internal operational efficiency

AI-generated outputs are intended to assist human decision-making and are reviewed as appropriate before being used in client deliverables.

Support EXP does not use client confidential information to publicly train third-party AI models.

Cookies and Website Technologies

Our website may use cookies and similar technologies to support website functionality, understand visitor activity, improve performance, and measure marketing effectiveness.

Tools used for these purposes may include Google Analytics, Microsoft Clarity, and HubSpot. Depending on the tool and its configuration, these technologies may collect information about your device, browser, pages visited, referral source, and interactions with our website. Microsoft Clarity may capture interactions such as clicks, scrolling, and session recordings to help us understand how visitors use the website.

Most browsers allow you to block or delete cookies through browser settings. Blocking cookies may affect some website features. Browser cookie settings may not prevent all information collection by website technologies.

Questions about our use of these technologies may be directed to the contact information below.

Information Sharing

Support EXP does not sell or rent personal information. Information may be shared only:

• With authorized employees
• With service providers assisting in delivering contracted services
• When required by law
• To protect legal rights or security
• With client authorization
• As otherwise described in client agreements

When third-party service providers assist in providing services, they are expected to protect information using appropriate security safeguards.

Data Security

Support EXP maintains administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction.

These safeguards may include:

• Encryption during transmission
• Access controls
• Multifactor authentication
• Firewalls
• Endpoint protection
• Secure hosting environments
• Monitoring and logging
• Backup and disaster recovery procedures

Although no system can guarantee absolute security, Support EXP uses commercially reasonable efforts to protect entrusted information.

Confidential Client Information

Support EXP treats client information as confidential. We:

• Use information only for authorized business purposes
• Limit employee access based on business need
• Maintain safeguards designed to protect confidential information
• Support applicable client confidentiality requirements and contractual obligations

Anonymous or aggregated reporting examples may occasionally be used for educational or marketing purposes unless prohibited by client agreement.

Individual Choices

Survey participants who wish to discontinue communications or request removal from future survey invitations should contact either the organization that invited them to participate or Support EXP using the contact information below.

Support EXP will work with the sponsoring organization to honor applicable requests where appropriate.

State Privacy Rights

Depending on your state of residence and applicable law, you may have rights concerning your personal information, including the right to:

• Request access to information about the personal information collected, used, or disclosed about you.
• Request correction of inaccurate personal information.
• Request deletion of personal information, subject to applicable exceptions.
• Obtain a copy of certain personal information in a portable format.
• Opt out of the sale or sharing of personal information, targeted advertising, or certain profiling activities, where applicable.
• Limit certain uses of sensitive personal information, where applicable.
• Appeal a decision concerning a privacy request, where provided by law.

You may submit a request using the contact information below. We may need to verify your identity and authority before fulfilling a request. Where applicable law permits, an authorized agent may submit a request on your behalf.

When a request concerns information processed on behalf of a client, we may direct you to the sponsoring organization or coordinate with that organization to address the request.

We respond to requests as required by applicable law and do not unlawfully discriminate against individuals for exercising their privacy rights.

Data Retention

Information is retained only as long as reasonably necessary to:

• Provide contracted services
• Satisfy contractual obligations
• Comply with legal requirements
• Resolve disputes
• Maintain legitimate business records

Retention periods may vary depending upon the service provided.

Children’s Privacy

Support EXP’s services are intended for businesses and financial institutions and are not directed toward children under 13 years of age.

Changes to this Privacy Policy

Support EXP may update this Privacy Policy periodically. Material changes will be reflected by updating the Effective Date. Continued use of our services after changes become effective constitutes acceptance of the revised policy where permitted by law.

Contact Us

Questions regarding this Privacy Policy or our privacy practices may be directed to:

Support EXP – supportexp.com
800.444.5465