Effective Date: December 1st, 2025
Branch Services (“we,” “our,” or “us”) is committed to protecting the privacy and security of the personal information of our clients, staff, partners, and website visitors. This Privacy Notice explains how we collect, use, disclose, and protect your information when you visit our website branchservices.org, submit forms, or communicate with us including through SMS text messaging via Zoom Phone.
By using our website or providing your information, you agree to the terms of this Privacy Notice.
1. Information We Collect
We may collect the following types of information:
A. Information You Provide Directly
- Name
- Email address
- Phone number
- Mailing address
- Documents you upload
- Messages submitted through our contact forms
- Bank or ACH information (only when securely submitted through approved methods)
- Information provided during business inquiries or service requests
B. Information Collected Automatically
When you visit branchservices.org, we may automatically collect:
- IP address
- Browser type
- Device information
- Pages visited
- Date and time of visit
- Referring website
C. SMS Information
If you provide your phone number and consent to SMS communication:
- We may collect your phone number
- Message content
- Delivery status
- Reply messages such as HELP or STOP commands
This is required for regulatory compliance and service quality.
2. How We Use Your Information
We use your information for the following purposes:
- Responding to inquiries and support requests
- Providing services you request from us
- Internal communication and scheduling
- Sending SMS messages when you have provided consent
- Processing payments and ACH transactions (secure submissions only)
- Staff and vendor communication
- Maintaining security and fraud prevention
- Improving website performance and user experience
- Legal, accounting, and regulatory compliance
3. SMS Communication
If you submit your phone number through any form on branchservices.org—including Contact Us, service requests, or intake forms—you may receive SMS text messages from us.
SMS Disclosure:
By providing a telephone number and submitting a form on our website, you consent to receive SMS text messages from Branch Services.
Message and data rates may apply.
Message frequency may vary.
Reply HELP for assistance or STOP to opt out of future messaging.
Your opt-out request will be honored immediately.
We do not sell or share phone numbers for marketing purposes.
Zoom Phone is used as our secure SMS delivery platform.
4. How We Share Your Information
We may share your information with trusted third parties only when necessary:
- Vendors we use to operate our services (e.g., Zoom, Google Workspace, Box, secure payment processors)
- IT and support providers
- Legal or regulatory authorities when required by law
- Contractors or partners who need data to perform a service
We do not sell your personal information.
We do not share SMS consent or phone numbers with third parties for marketing.
5. Data Security
We take reasonable and appropriate measures to protect your information, including:
- Okta identity management and MFA
- Secure encrypted storage
- Limited access controls for staff
- Encrypted communication through HTTPS
- Vendor security assessments
- Secure handling of ACH information
- Device and account protection policies
While we work hard to protect your information, no online system is 100% secure. Please contact us if you believe your data has been compromised.
6. Your Choices and Rights
You may:
- Request that we stop sending you SMS messages
- Opt out of marketing communication
- Request access or corrections to your information
- Request deletion of certain personal data (subject to legal requirements)
To exercise these rights, contact us at:
information@branchservices.org
7. Cookies and Tracking Tools
Branchservices.org may use cookies or simple tracking tools to improve:
- Functionality
- Analytics
- Website performance
You can disable cookies through your browser settings, though some features may not work properly.
8. Links to Other Websites
Our website may contain links to external websites.
We are not responsible for the privacy practices of those sites.
9. Children’s Privacy
Our services are not intended for children under the age of 13.
We do not knowingly collect personal information from children.
10. Changes to This Privacy Notice
We may update this Privacy Notice occasionally.
The “Effective Date” at the top will be updated when changes are made.
11. Contact Us
If you have questions about this Privacy Notice, please contact:
Branch Services – Privacy & Security Office
Email: information@branchservices.org
Website: https://branchservices.org