PersonaFin — Real-time hyper-personalization for brokerage & wealth

Last updated: October 2, 2025

3.1 About Cookies

Cookies and similar technologies (e.g., local storage, pixels) help the Site function, measure performance, and personalize content. This Policy explains categories we use and your choices.

3.2 Categories We Use

1. Strictly Necessary

Enable core features (security, page navigation). Always on.

2. Performance/Analytics

Help us understand Site usage to improve content and reliability.

3. Functional

Remember preferences (e.g., language, cookie choices, basic personalization toggles).

4. Marketing/Communications (If Enabled)

Support measuring engagement with our campaigns or demo requests; we do not permit third parties to use Site data for their own targeted advertising without consent.

3.3 Managing Your Choices

Use the cookie banner/preferences center to accept, reject, or fine‑tune categories (except Strictly Necessary).
Browser settings may block or delete cookies; this may impact functionality.
You can change your choices at any time via the "Cookie Settings" link in the Site footer (if enabled).

3.4 Retention

Cookie lifetimes vary. Session cookies expire when you close the browser; persistent cookies remain until their set expiry or deletion via preferences/browser.

3.5 Specific Cookies

We maintain an inventory of cookies/scripts used on the Site. Example cookies include:

Cookie/Script	Purpose	Category	Provider	Expiry
pfai_consent	Records user cookie/personalization choices	Strictly Necessary	PersonaFin	12 months
pfai_lang	Remembers language	Functional	PersonaFin	6 months
analytics_id	Pseudonymous analytics	Performance	[Provider]	13 months

3.6 Do Not Track

Our Site responds to user choices made in the preferences center. Browser DNT signals are not yet consistently honored across providers.

3.7 Changes

We may update this Cookies Policy and the cookie inventory as our Site evolves.

3.8 Contact

PersonaFin AI, Inc. — Cookies
Email: privacy@personafin.ai