Privacy and Data Protection

Privacy Notice

ADVISA strictly adheres to all Predictive Index Service Privacy guidelines.

Who We Are

ADVISA is a consulting firm that develops effective teams and leaders. It is our mission to provide the tools that help create places where people love to work, and to do so we collect and use personal data that you provide.

For the purposes of this notice, we act as the “Data Processor.” We take on this role as we determine how your personal data is used and processed.

We have appointed an Data Protection Officer for assisting with questions, requests, and complaints in regard to this privacy notice and the collection and processing of your personal data. For details on how to contact us, see the Contact Information section at the end of this notice.  

Data We Collect

We have access to any data that you voluntarily provide via email, telephone, forms, newsletter sign-up, and surveys.

As an Elite Predictive Index Partner, we collect Personal Information provided through Predictive Index.

Through these means, we collect the following types of data:

Data Type Examples
Identifiers Your name, email address, address, social media pages, position or title, and IP address
Personal Information categories Your name, address, and telephone number. Some Personal Information included in this category may overlap with other categories
Protected classification characteristics under California or federal law. Age (40 years or older), race, color, ancestry, national origin, sex (including gender, gender identity, gender expression)
Commercial information Your purchase history and information about products and services that you have considered purchasing from ADVISA.
Internet or other similar network activity Browsing history, search history, and information about your interaction with our website, product, and communications with us
Geolocation data Information about your physical location collected from geolocation features on your device, including your IP address
Sensory data Recorded calls with our sales and customer service teams
Inferences drawn from the above Information about your preferences

How We Use Your Data

ADVISA generally collects data in the course of conducting business and providing service for our clients and prospects. This data is used to contact you, suggest appropriate products and services, and improve your client experience.

Personal data may be used without knowledge or consent in situations when legally required or permitted, or when personal data has been anonymized or pseudonymized, so it is no longer associated with the client contact. This means we have removed personal identifying information so the data we’re left with cannot be tied back to you as an individual.

Your personal data may be used for the following purposes:

  • Customization of content and client experience.
  • To provide customer support for the services you use
  • Account set up and administration.
  • To send you updates about our company.
  • Targeted marketing.
  • Conducting polls and surveys.
  • Internal research and development.
  • Legal obligations.
  • Internal audits.
  • Fulfillment of obligations outlined in any agreements with clients.
  • Gathering feedback and opinions on our provided services.
  • Notification to clients of changes to our services.
  • Respond to your requests and comments.
  • Process your transactions.

You do not need to provide this Personal Information to us, but if you do not, we will not be able to respond to your communication.  We collect and use this Personal Information for our legitimate business interests to understand customer/potential customer feedback and respond to sales requests.   We will keep this information for as long as you have a relationship with us, or if you do not have a relationship with us beyond this communication, for a reasonable length of time that lets us understand how people use our services.

Legal Basis of Processing

We process personal data for the purposes of our own legitimate interests, granted that those interests do not override any of our clients’ own interests, rights, and freedoms. This legitimate interest includes processing for marketing, research, and business development purposes. 

We also will only process personal data where we need the information for delivery of services you’ve contracted with us to provide, or for other purposes with consent. You have the right to withdraw your consent to processing for specific purposes, by contacting our Data Protection Officer. See the Contact Information section at the end of this notice.

How We Share Your Data

Personal data may be shared with regulators in compliance with legal regulations.

Personal data may also be shared with third parties when it is necessary to provide services to clients, and/or for other legitimate interests. Third parties include service providers, professional advisors, and other members of ADVISA’s network.

Third parties that may access personal data are fulfilling the following services: web hosting, IT and cloud services, and advisory services. These parties do not retain, share, or use personal data beyond the defined purpose of fulfilling the service.

We do not disclose any Personal Information to any other party except to fulfill the purposes for which the information was disclosed and as described in this Privacy Policy. To fulfill those purposes, ADVISA discloses Personal Information as follows, to:

  • You and other persons whom you have authorized us to disclose your personal information on your behalf.
  • Our employees or those who provide a service on behalf of ADVISA
  • Our consultants, attorneys, and others who provide us with professional advice.
  • Applicable governmental, regulatory, supervisory, law enforcement, tax or similar authorities or industry bodies.
  • To third party software systems used by a customer via a software integration, including but not limited to applicant tracking systems and other Human Resources information systems, if applicable.
  • Any other person or entity we reasonably think is customary, necessary, or advisable for the business purposes disclosed herein or to whom we are obliged by applicable law or regulation to make the disclosure.
  • Any other party where we have obtained your consent.

Advisa is not liable for how third parties share/process your data beyond the defined scope.

Where We Process Your Data

If you are visiting from outside the United States, be aware you are sending personal information to our servers located in the US. The transfer of this information is governed by a contract including standard contractual clauses (SCCs) approved by the European Commission.

Under certain circumstances, your personal data that we collect may be transferred to other countries for various purposes outlined below.

Country Data Category Purpose
United States Customer data Research purposes, marketing, contract fulfillment
Cookie data Research purposes, marketing, website functionality

We have implemented security measures and controls to ensure data remains appropriately protected in these jurisdictions. For more information regarding our GDPR compliance, please see our Privacy and Data Processing FAQs.

How Long We Store Your Data

We will only retain personal data for the duration necessary or regulated by law to fulfill the purposes for which it was collected. Personal data may also be retained if you do not have a relationship with us beyond this communication, for a reasonable length of time that lets us understand how people use our services.

How We Protect Your Data

Securing your data is a priority for us, both online and offline. We have implemented appropriate safeguards to prevent personal data from being lost, misused, accessed, altered, or disclosed by unauthorized parties.

Secure web access can be verified by the lock icon in your internet browser address bar and by the use of “https” at the beginning of the web address, where the “s” indicates a secure connection.

Employees and third parties are provided only with personal data on a need-to-know basis and only the minimum amount they require to complete their specific job. All employees are also subject to confidentiality agreements and undergo annual training on the proper handling of sensitive data.

Procedures have been developed and tested to handle a potential data breach. These procedures are designed to ensure affected individuals and regulators are notified of the breach and damages can be minimized.

However, despite all our efforts, no security safeguards or standards are guaranteed to provide 100% security.  Please protect your information, unique assessment email invitation and its contents, and use caution when using a shared or public computer.

Use of Cookies

Cookies are used on for various purposes. These “cookies” are data elements stored on your hard drive that allow us to improve your usage of our website. By using a cookie to identify you, you do not necessarily need to log in with a password more than once from the same browser, saving you time when accessing our site. In addition, we use cookies for advertising products based on your usage history, storing, and managing your preferences on the website, enabling content, and generally analyzing your usage. Usage of cookies may be linked to your personal data on the website.

Your Rights Regarding Your Personal Data

We aim to maintain data that is accurate and up to date. Under the circumstance that your personal data changes (e.g., moving addresses), please notify us of any changes.

In certain instances, you have the legal right to the following:

  • Request all data we have collected about you, if any.
  • Request correction to the personal data we have collected about you.
  • Request we delete or remove personal data when there is no legitimate need for us to continue processing it.
  • Object to the processing of personal data.
  • Request transfer of your personal data.
  • Opt out of contact with us at any time.
  • Express any concern about any data we have collected about you.

To exercise these rights, please contact us via the email, mail, or phone information provided below in the “Contact Information” section.

External Links

On our website, you may encounter links to other websites. Be aware that we are not responsible for the content or privacy practices of these other sites. We encourage all clients to read the privacy notices of any other sites that collect your personal data

Contact Information

For any questions, concerns, or requests to exercise your rights outlined in this privacy notice, please contact us via email a, phone at 317-574-1550, or mail us at:


PO Box 3039

Carmel, IN 46082

Changes to This Privacy Notice

This privacy notice was last updated on 11/28/2023.

Any changes to this privacy notice can be found on our website at