Privacy Policy

This Privacy Policy explains how SW Marketing Intelligence Limited (trading as SuccessWise.ai) collects, uses, stores, and protects your personal data when you use our website and services.

We are the data controller for the personal data we collect about you. We are committed to processing your data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and all other applicable UK data protection legislation.

If you have any questions about this policy or our data practices, please contact us at contact@swmarketing.uk.

Under UK GDPR, we must have a lawful basis for processing your personal data. Depending on the activity, we rely on one or more of the following:

• Consent — Where you have freely given, specific, informed, and unambiguous consent (e.g. subscribing to marketing emails or accepting non-essential cookies). You may withdraw consent at any time.
• Contract — Where processing is necessary to fulfil your subscription, provide access to courses, or manage your account.
• Legal Obligation — Where we are required to process your data to comply with applicable law (e.g. tax and accounting obligations).
• Legitimate Interests — Where processing is necessary for our legitimate interests (or those of a third party), provided those interests are not overridden by your rights and interests. This includes fraud prevention, platform security, and improving our services. We carry out a Legitimate Interest Assessment (LIA) before relying on this basis.

We collect the following categories of personal data:

We do not knowingly collect personal data from anyone under the age of 18. If you believe we have done so, please contact us immediately and we will delete it.

We use cookies and similar tracking technologies on our site. Cookies are small text files stored on your device that help us provide and improve our services.

We use the following types of cookies:

• Strictly necessary cookies — Required for the site to function. These cannot be disabled.
• Analytics cookies — Help us understand how visitors use our site (e.g. Google Analytics, Microsoft Clarity). Enabled only with your consent.
• Marketing cookies — Used to show you relevant advertising and measure campaign effectiveness. Enabled only with your consent.

You can manage your cookie preferences at any time via our Cookie Settings panel, or by configuring your browser to block cookies. Please note that disabling certain cookies may affect site functionality. For full details, see our Cookie Policy.

We will never sell, rent, or trade your personal data to third parties for their own marketing purposes.

We may share your data with trusted third-party service providers who act as our data processors, meaning they process data only on our instructions and are bound by appropriate data processing agreements. These include:

• Convex — Database and backend infrastructure
• Stripe — Payment processing
• Google Analytics / Microsoft Clarity — Analytics and heatmapping (consent-gated)
• Email service providers — Transactional and marketing emails (consent-gated for marketing)
• AI model providers — Where you interact with our AI Coach, relevant content may be processed by third-party AI providers (e.g. Anthropic, OpenAI) under strict data processing agreements. No data shared is used to train their models.

We may also disclose your data where required by law, court order, or regulatory authority, or where necessary to protect the rights, property, or safety of SuccessWise.ai, our users, or others.

Some of our service providers are based outside the United Kingdom. Where we transfer your personal data outside the UK, we ensure appropriate safeguards are in place — such as UK-approved Standard Contractual Clauses (SCCs), adequacy decisions, or the International Data Transfer Agreement (IDTA) — in accordance with UK GDPR Chapter V.

We retain your personal data only for as long as necessary for the purposes for which it was collected:

• Account data — Retained for the duration of your account. If you delete your account, we will erase your data within 30 days, unless a longer retention period is required by law.
• Transaction records — Retained for 7 years to comply with HMRC requirements.
• Communications — Retained for up to 3 years after your last interaction.
• Analytics data — Retained in anonymised or aggregated form.

When data is no longer needed, it is securely deleted or anonymised.

As a data subject in the UK, you have the following rights:

• Right of Access — You can request a copy of the personal data we hold about you (a Subject Access Request).
• Right to Rectification — You can ask us to correct inaccurate or incomplete data.
• Right to Erasure — You can request that we delete your personal data ("right to be forgotten"), subject to certain legal exceptions.
• Right to Restrict Processing — You can ask us to pause processing of your data in certain circumstances.
• Right to Data Portability — You can request a machine-readable copy of the data you provided to us, where processing is based on consent or contract.
• Right to Object — You can object to processing based on legitimate interests or for direct marketing purposes.
• Rights related to Automated Decision-Making — You have the right not to be subject to solely automated decisions that produce significant legal or similarly significant effects.

To exercise any of these rights, please contact us at contact@swmarketing.uk. We will respond within one calendar month. We will not charge a fee unless your request is manifestly unfounded or excessive.

If you are dissatisfied with how we handle your data, you have the right to lodge a complaint with the UK supervisory authority, the Information Commissioner's Office (ICO).

We take the security of your personal data seriously. We implement appropriate technical and organisational measures to protect your data against unauthorised access, loss, destruction, or alteration. These include:

• Encryption of data in transit (TLS/HTTPS) and at rest
• Access controls and role-based permissions for staff
• Regular security assessments
• Secure, third-party infrastructure providers with their own ISO/SOC certifications

No method of electronic transmission or storage is 100% secure. In the unlikely event of a data breach that poses a risk to your rights and freedoms, we will notify you and the ICO as required by law (within 72 hours of becoming aware).

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you by email or via a prominent notice on the site.

Your continued use of SuccessWise.ai after any changes take effect constitutes your acknowledgement of the updated policy.

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: