FinGoal Privacy & Security

FinGoal Privacy & Security

FinGoal Serves Trusted Financial Brands

FinGoal analyzes consumer credit and debit card spending in order to best understand each user at an individual level and match them with automated insights, advice, and recommendations to optimize their daily spending. Additionally, FinGoal can use this understanding of the user to help their financial institution better serve the user.

Upon consumer authorization, FinGoal is sent feeds of consumer transactions from checking and credit accounts. At no point does FinGoal ever transmit or hold a customer’s account numbers or password. FinGoal does not hold money for customers.

Although FinGoal never touches a user’s most financial sensitive information (e.g. SSN or card numbers), we do hold something equally important: their trust. As a white-labeled solution serving trusted financial brands, FinGoal must act with great care and stewardship over the entire data and experience flow.

In the interest of transparency, FinGoal makes our policies, controls, and architecture public. Security by obscurity has no place in modern financial services.

Asset Management Policy
Asset Management Policy
Business Continuity Plan
Business Continuity Plan
Business Impact Analysis (Software Security Breach)
Business Impact Analysis (Software Security Breach)
Business Impact Analysis Policy
Business Impact Analysis Policy
Corrective Action Policy
Corrective Action Policy
Data Backup Policy
Data Backup Policy
Data Breach / Computer Security Incident Response Policy (CSISP)
Data Breach / Computer Security Incident Response Policy (CSISP)
Data Classification Policy
Data Classification Policy
Data Handling Policy
Data Handling Policy
Disaster Recovery Plan Policy
Disaster Recovery Plan Policy
Ethics & Anti-Corruption Policy
Ethics & Anti-Corruption Policy
Government Data Request Policy
Government Data Request Policy
Information Security Policy
Information Security Policy
Pandemic Response Planning Policy
Pandemic Response Planning Policy
Patch Management Policy
Patch Management Policy
Physical Security Policy
Physical Security Policy
Privacy Impact Assessment Policy
Privacy Impact Assessment Policy
Secure Software Development Lifecycle Policy
Secure Software Development Lifecycle Policy
Security and Privacy Training Guidelines
Security and Privacy Training Guidelines
Server Security Policy
Server Security Policy
Third Party Risk Management Policy (TPRM)
Third Party Risk Management Policy (TPRM)
Vulnerability Management Policy
Vulnerability Management Policy
Vulnerability Management Procedure
Vulnerability Management Procedure