Synergies4 Privacy Policy

November 21, 2025

Synergies4 (“Synergies4”, “we”, “us”, or “our”) respects your privacy and is committed to protecting the personal information we process about you. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with us online or offline, including when you:

  • Visit our websites (including synergies4.com and related sites)

  • Enroll in our courses, certifications, and learning pods

  • Work with us on AI strategy, consulting, or custom AI solutions

  • Join or participate in our global community of leaders and partners

  • Engage us for AI governance and Responsible AI operating model design

This Policy should be read together with our Terms of Service and Refund Policy, and will be linked alongside those documents wherever they appear on our websites.

1. Who We Are

Synergies4 is an AI consulting, training, and solutions provider. Our core offerings include:

  1. Individual Training and Education

    • Over 50 expert courses, learning pods, and live workshops

    • Flagship programs such as “AI Powered Your Role”, AI Manager Certification, and specialized courses for Scrum Masters and Product Owners

  2. Enterprise Solutions and Consulting

    • AI strategy and consulting

    • Custom AI solutions and tooling

    • AI-Infused Transformation Pods™ for outcome-focused transformation

  3. Governance & Responsible AI

    • AI operating models and AI governance frameworks

    • Guardrails by design, access controls, evaluation harnesses, and audit trails

    • Policy implementation and Responsible AI practices embedded into real work

  4. Global Reach

    • Engagement with a global community of 10,000+ leaders and partners

    • Presence in Chicago, Miami, Toronto, and Charlotte, with clients and learners worldwide

For privacy and data protection purposes, Synergies4 generally acts as a data controller for personal information collected directly from learners, website visitors, and community members. When we provide enterprise consulting or implementation services, we typically act as a data processor / service provider under the instructions of our enterprise clients.

2. Scope of This Policy

This Privacy Policy applies to personal information we collect:

  • Through our websites and digital platforms

  • Through course registration, payment, and participation

  • Through enterprise consulting, workshops, and transformation engagements

  • Through webinars, events, newsletters, and community spaces

  • Through any other channels where this Policy is linked or referenced

This Policy does not apply to:

  • Third-party websites, platforms, or services that we do not control, even if linked from our website

  • Data that we process solely on behalf of an enterprise client under their own privacy policy and contractual instructions

3. Information We Collect

3.1 Information You Provide Directly

We may collect the following categories of information that you provide to us:

  1. Enrollment and Transactions

    • Name, email address, phone number

    • Job title, organization, role, and professional background

    • Billing and payment information (e.g., payment card type, last 4 digits, billing address) processed via secure third-party payment processors

    • Course selection, enrollment details, and participation history

    • Information related to our 100% Money Back Guarantee (e.g., feedback, refund requests)

  2. Account and Login Information

    • Username, password, and account profile information

    • Preferences such as time zone, communication settings, and course interests

  3. Communication and Updates

    • Email address and other contact details when you sign up for updates, webinars, or events

    • Communication preferences and topics you are interested in

    • Support inquiries and correspondence with our team

    Never Shared Commitment:
    Contact details you provide specifically to receive Synergies4 updates (e.g., newsletters, course announcements, or requested updates) are never shared or sold to third parties for their own marketing or independent use.

  4. Community Participation

    • Profile information and posts in community forums, events, or groups

    • Contributions to discussions, feedback, polls, and surveys

    • Engagement data within our 10K+ global community (e.g., sessions attended, resources accessed)

  5. Enterprise Engagements
    During enterprise consulting and solution delivery, we may process:

    • Contact details of client stakeholders and team members

    • Project-related information (e.g., systems, workflows, roles, use cases)

    • Data sources, model configurations, and governance artifacts (e.g., audit trails, evaluation harnesses, decision logs)

    • Any other information provided by the client pursuant to a statement of work or agreement

    In these cases, Synergies4 typically acts as a processor/service provider, and we handle data according to the client’s instructions, contractual obligations, and applicable law.

3.2 Information Collected Automatically

When you use our websites or digital platforms, we may automatically collect:

  • IP address, browser type, device type, and operating system

  • Dates, times, and duration of your visits

  • Pages viewed, links clicked, and referring/exit pages

  • General location data based on your IP address

We may use cookies, pixels, and similar technologies to:

  • Enable essential site functions (e.g., login, cart, enrollment flow)

  • Understand how users interact with our content and courses

  • Improve performance, reliability, and user experience

  • Support analytics and, where permitted, remarketing

You can control cookies through your browser settings and, where required by law, via cookie preference tools.

4. How We Use Your Information

We use the information we collect for the following purposes:

  1. Provide Courses and Services

    • To process enrollments, payments, and refunds

    • To deliver course content, certifications, and learning pods

    • To provide customer support and respond to inquiries

  2. Manage Accounts and Authentication

    • To create and manage user accounts and profiles

    • To authenticate logins, maintain session security, and prevent fraud

  3. Communications and Updates

    • To send transactional emails (e.g., confirmations, reminders, important course information)

    • To send newsletters, product updates, event invitations, and resources only if you have opted in or it is otherwise permitted by law

    • To manage your communication preferences and unsubscribe requests

  4. Community and Engagement

    • To host and moderate community spaces, events, webinars, and discussions

    • To recognize participation and contributions (e.g., course badges, certificates)

    • To improve the relevance of content and programs based on engagement patterns

  5. Enterprise Solutions & Governance Implementation

    • To design and implement AI operating models, governance frameworks, and guardrails

    • To configure access controls, evaluation harnesses, and audit trails for AI solutions

    • To deliver consulting insights, reports, and recommendations to enterprise clients

    • To operate as a service provider or processor under client instructions, contracts, and applicable law

  6. AI-Assisted Analytics and Improvement

    • To analyze aggregated and de-identified data to understand trends, improve offerings, and design new courses and solutions

    • To test and improve the performance, security, and reliability of our platforms and AI-based tools

    Human in the Loop for Material Decisions:
    While we use AI systems to assist with analytics, recommendations, and operational support, material decisions that significantly affect individuals or client organizations (e.g., certification outcomes, major contractual decisions, or significant risk judgments) are not made solely by automated systems. A qualified human reviewer is involved to interpret outputs, apply context, and make the final decision.

  7. Legal, Security, and Compliance

    • To comply with legal obligations, regulatory requests, and reporting duties

    • To detect, investigate, and prevent fraud, abuse, or security incidents

    • To enforce our Terms of Service and contractual rights

5. Legal Bases for Processing (where applicable)

Where privacy laws require a legal basis for processing (e.g., in the EU/EEA, UK, certain other jurisdictions), we rely on:

  • Contract – to perform our obligations under an agreement with you (e.g., delivering a course or consulting engagement).

  • Consent – for certain marketing communications, cookies, and optional data uses.

  • Legitimate Interests – such as improving services, securing our systems, preventing fraud, and engaging with professional learners and clients, provided these interests are not overridden by your rights and interests.

  • Legal Obligations – where we must retain or disclose data to comply with law or regulatory requirements.

6. How We Share Information

We do not sell your personal information.

We may share your information with:

  1. Service Providers and Vendors

    • Payment processors

    • Learning management systems and collaboration platforms

    • Email, CRM, analytics, and marketing tools

    • Cloud hosting providers and security tools

    These service providers are contractually required to use your information only to provide services to us and to protect it appropriately.

  2. Enterprise Clients (in B2B engagements)

    • For enterprise programs, your employer or sponsoring organization may receive information about your participation, completion status, and related performance data, as agreed and permitted by law.

  3. Legal and Compliance

    • To authorities, regulators, or legal counsel when required by law or necessary to protect our rights, safety, or property, or that of others.

  4. Business Transfers

    • In connection with a merger, acquisition, restructuring, or sale of all or part of our business, your information may be transferred as part of that transaction, subject to confidentiality protections.

Never Shared (Marketing Lists):
Contact information collected solely for receiving Synergies4 updates, newsletters, and learning-related communications is never shared or sold to third parties for their own marketing or independent use. Limited access by service providers (e.g., email platforms) is strictly to send communications on our behalf under our control.

7. Security and Governance

Because our core work involves AI governance and Responsible AI, we apply a high standard to our own operations. We use a combination of technical, organizational, and procedural safeguards, including:

  • Guardrails by design in our AI systems and workflows

  • Access controls based on least privilege and role-based permissions

  • Audit trails and logging for key systems and administrative actions

  • Evaluation harnesses and monitoring to test AI-related solutions for reliability, fairness, and risk

  • Encryption in transit (e.g., TLS) and, where appropriate, at rest

  • Regular review of vendor security practices and contracts

  • Training and awareness initiatives for staff on privacy, security, and Responsible AI

Despite these measures, no system can be guaranteed 100% secure. If we become aware of a data incident affecting your personal information, we will take appropriate steps consistent with applicable law, which may include notifying you and relevant authorities.

8. Data Retention

We retain personal information for as long as necessary to:

  • Provide the services you have requested

  • Satisfy legal, accounting, and reporting obligations

  • Resolve disputes and enforce agreements

  • Maintain necessary records for governance and compliance

Retention periods vary based on:

  • The type of data (e.g., enrollment records, billing, community posts)

  • Our contractual obligations with enterprise clients

  • Legal requirements in relevant jurisdictions

Where we no longer need personal information, we will delete it, anonymize it, or, if that is not immediately possible, securely store it and isolate it from further use until deletion is feasible.

9. International Data Transfers

Synergies4 operates across Chicago, Miami, Toronto, and Charlotte, and works with clients and learners around the world. As a result, your information may be processed in countries that may have different data protection laws than your home country.

Where required by law, we implement appropriate safeguards for international transfers, which may include:

  • Contractual protections such as standard contractual clauses

  • Service provider due diligence and security reviews

  • Additional technical and organizational controls

By using our services, you acknowledge that your information may be processed in these locations, subject to this Policy and applicable law.

10. Your Rights and Choices

Depending on your location and applicable law, you may have some or all of the following rights in relation to your personal information:

  • Access – Request confirmation of whether we process your data and obtain a copy.

  • Correction – Request that we correct or update inaccurate or incomplete data.

  • Deletion – Request that we delete your personal information in certain circumstances.

  • Restriction – Request that we restrict the processing of your data in certain circumstances.

  • Portability – Request a copy of your data in a structured, commonly used, machine-readable format where technically feasible.

  • Objection – Object to certain types of processing, including direct marketing or processing based on legitimate interests.

  • Withdraw Consent – Where processing is based on consent, you may withdraw that consent at any time, without affecting prior lawful processing.

To exercise these rights, please contact us at info@synergies4.com with “Privacy Request” in the subject line, and we will respond in accordance with applicable law.

Marketing and Communication Preferences

  • You can opt out of marketing emails at any time by using the “unsubscribe” link in our emails or by contacting us directly.

  • Even if you opt out of marketing, we may still send transactional or service-related communications (e.g., enrollment confirmations, course reminders, important updates).

11. Children’s Privacy

Our services, websites, and courses are designed for adults and professionals. We do not knowingly collect personal information from children under the age of 16 (or the equivalent minimum age in relevant jurisdictions) without appropriate consent.

If you believe that a child has provided us with personal information without appropriate consent, please contact us at info@synergies4.com, and we will take steps to delete the information as required by law.

12. Third-Party Websites and Services

Our websites and materials may contain links to third-party websites, platforms, and services. We do not control and are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit or tools you use.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make material changes, we will:

  • Update the “Last updated” date at the top of this Policy

  • Take additional steps to inform you as required by law (e.g., email notice, website banner, or in-app notification)

Your continued use of our websites or services after an update constitutes your acceptance of the revised Policy.

14. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy or our data practices, you can contact us at:

Synergies4 – Privacy Inquiries
Email: info@synergies4.com
Phone: +1 (619) 268-8924