Who we are
See The Next Move Ltd is the controller for personal information collected through www.seethenextmove.com. For privacy questions or requests, contact gilles.bonelli@seethenextmove.com.
Information we collect
We may collect the information you choose to provide, including your name, email address, LinkedIn profile, organisation, role, enquiry details, diagnostic preparation notes and any information submitted through website forms or by email.
When you book a paid session, Calendly and its connected payment provider process booking and payment information. We do not store full payment card details on this website.
We also collect limited technical and usage information, such as pages visited, approximate location, device and browser information, referral source and interactions with website links. This helps us understand whether the site is useful and where the conversion flow can be improved.
How we use information
We use personal information to respond to enquiries, manage bookings, provide paid advisory services, send agreed follow-up material, improve website content, measure performance, protect the website, keep business records and comply with legal obligations.
Where you ask to receive resources, updates or follow-up material, we may use your details to send relevant AI Finance Transformation content. You can ask us to stop at any time.
Lawful basis
We process personal information where it is necessary to take steps before entering into a contract or to deliver a service you have booked, where we have a legitimate interest in operating and improving the website and advisory business, where we need to meet legal obligations, or where you have given consent for a specific purpose.
AI assistant and external tools
The free AI Finance Playbook assistant is hosted by ChatGPT and opens outside this website. Do not enter confidential, sensitive, personal or proprietary information into external AI tools unless you have authority to do so and are comfortable with the provider's terms.
Embedded or linked services, including Calendly, payment providers, YouTube, LinkedIn, Google Analytics and other third-party tools, may process information under their own privacy terms.
Who we share information with
We only share information where needed to run the website and provide services. This may include hosting and security providers, analytics providers, booking and payment providers, email and calendar providers, professional advisers and authorities where required by law.
We do not sell personal information.
Cookies and analytics
The site may use cookies or similar technologies for security, basic functionality, analytics and embedded content. Google Analytics 4 is used to understand website traffic and conversion activity at an aggregated level. You can control cookies through your browser settings.
International transfers
Some service providers may process information outside the UK or European Economic Area. Where this happens, we expect appropriate safeguards to be used, such as adequacy regulations, standard contractual clauses or equivalent lawful transfer mechanisms.
How long we keep information
We keep personal information only for as long as reasonably needed. Enquiry and diagnostic-related records are normally kept for up to 24 months unless a longer client relationship, legal requirement or dispute requires retention. Transaction and accounting records may be kept for up to six years. Marketing contact details are kept until you unsubscribe or ask us to remove them.
Your rights
Depending on the circumstances, you may have rights to access, correct, delete, restrict or object to the use of your personal information, request portability, and withdraw consent where processing is based on consent.
You also have the right to complain to the UK Information Commissioner's Office at ico.org.uk. Please contact us first if you can, so we can try to resolve the issue promptly.
Security
We use reasonable technical and organisational measures to protect personal information. No website, email or external platform can be guaranteed completely secure, so please avoid sending confidential information unless it is necessary and appropriate.
Changes to this policy
We may update this policy as the website, services or legal requirements evolve. The effective date above shows when this version applies from.