Privacy Policy
Last updated: 7 June 2026
This policy explains how Congruent ("we", "us") collects, uses and protects personal data when you use our website congruentindex.com — in particular when you contact us, book a call, or browse the site. It is written for UK / EU data protection law (UK GDPR and the Data Protection Act 2018).
Who we are
Congruent is the data controller for personal data collected through this website. You can reach us at hello@congruentindex.com for any privacy question or to exercise your rights.
What we collect
Information you give us directly
- Contact form: your first and last name, email address, company name, and the message you write.
- Booking a call: your name, email address, and the meeting details you choose (and any information you add when booking).
- Email: anything you send us if you email hello@congruentindex.com directly.
Information collected automatically
- Usage and device data via our CRM's tracking (HubSpot) — such as pages viewed, approximate location derived from IP address, browser/device type, and cookies that help us understand how visitors use the site and attribute enquiries.
- Aggregate analytics via Vercel Web Analytics, which is privacy-friendly and does not use tracking cookies.
How we use it, and our lawful basis
| Purpose | Lawful basis |
|---|---|
| Respond to your enquiry and arrange/hold a call | Legitimate interests (handling a request you initiated) / taking steps to enter into a contract |
| Understand and improve how the site is used; keep it secure | Legitimate interests |
| Send you marketing communications (only if you opt in) | Consent — which you can withdraw at any time |
Cookies
Our CRM (HubSpot) sets cookies to recognise returning visitors and link enquiries to site activity. Vercel's analytics is cookieless. You can control or block cookies in your browser settings; doing so won't stop you using the site.
Who we share it with
We don't sell your data. We use a small number of trusted service providers who process it on our behalf, under their own data-protection terms:
| Provider | What for |
|---|---|
| HubSpot | CRM, contact forms and meeting scheduling (EU data hosting) |
| Vercel | Website hosting and privacy-friendly analytics |
| Cloudflare | DNS and email routing |
| Calendar & Google Meet for calls you book |
Some providers may process data outside the UK/EU; where they do, this is covered by appropriate safeguards such as UK/EU Standard Contractual Clauses or an adequacy decision.
How long we keep it
We keep enquiry and contact data for as long as needed to deal with your request and maintain our relationship with you, and then delete or anonymise it. You can ask us to delete your data sooner (see your rights below).
How we produce our work — use of AI
Congruent uses AI tools — including Anthropic's Claude — to help research, draft and quality-check the analyses and reports we produce for clients. This is always under human direction and review: a named Congruent lead signs off every client report before it is issued, and AI never delivers work to a client on its own. We use Anthropic's commercial API, under which the inputs and outputs we send are not used to train AI models, and we operate a strict data boundary that keeps raw client records and personal data out of AI prompts.
Personal data you submit through this website (enquiries and bookings) is handled by the providers listed above and is not used to train AI models. Where AI processes data as part of a paid client engagement, that processing is governed by the client agreement and Data Processing Agreement, which names Anthropic as a sub-processor — see the full sub-processor register.
Your rights
Under UK GDPR you have the right to access, correct, delete, restrict or object to our use of your personal data, to data portability, and to withdraw consent at any time. To exercise any of these, email hello@congruentindex.com. You also have the right to complain to the UK Information Commissioner's Office (ICO) at ico.org.uk.
Changes to this policy
We may update this policy from time to time; the "last updated" date above shows when. Material changes will be reflected here.
Contact
Questions about this policy or your data: hello@congruentindex.com.