Skip to content
Solution Driven Technology logo Solution Driven Technology Advisor Technology & Operations
  • Operations
    Advisor and Firm Operations
    • CRM and Operations Audit
    • Compliance-Reviewed Automation
    • Technology and Operations Consulting
    • Business Process Automation
    • CRM Optimization and Administration
    • Data Cleansing and Validation
    • CRM and Book Migrations
    • Client Engagement Automation
    • Reporting and Business Intelligence
  • IT
    IT and Technology
    • Microsoft 365 and SharePoint
    • System Integration
    • IT Infrastructure
    • Server Cleanup and Consolidation
    • Custom Software
    • Websites and AI Chatbots
    • Commercial Clients
  • Marketing
    Marketing and Client Outreach
    • CRM-Driven Campaigns
    • Milestone and Review Campaigns
    • Client Appreciation Events
    • Campaign Tracking
  • Automations
    Automations
    • Client Meeting Prep
    • Client Review Campaigns
    • Lead and Prospect Intake
    • CRM Data Hygiene
    • Portfolio Positions Reporting
    • 90-Day New Client Check-In
    • AI-Assisted Review Replies
    • Advisor Operations Dashboard
    • Automated Client Campaigns
    • Compliance-Reviewed Automation and Website
  • Salesforce Cleanup
    Salesforce Data Cleanup
    • What the cleanup checks
    • The report your team receives
    • Data access and approval
    • Request the cleanup
  • Company
    Company
    • Platforms
    • About
    • FAQ
    • Contact us
Book a call
Solution Driven Technology
Advisor and Firm Operations
  • CRM and Operations Audit
  • Compliance-Reviewed Automation
  • Technology and Operations Consulting
  • Business Process Automation
  • CRM Optimization and Administration
  • Data Cleansing and Validation
  • CRM and Book Migrations
  • Client Engagement Automation
  • Reporting and Business Intelligence
IT and Technology
  • Microsoft 365 and SharePoint
  • System Integration
  • IT Infrastructure
  • Server Cleanup and Consolidation
  • Custom Software
  • Websites and AI Chatbots
  • Commercial Clients
Marketing and Client Outreach
  • CRM-Driven Campaigns
  • Milestone and Review Campaigns
  • Client Appreciation Events
  • Campaign Tracking
Automations
  • Client Meeting Prep
  • Client Review Campaigns
  • Lead and Prospect Intake
  • CRM Data Hygiene
  • Portfolio Positions Reporting
  • 90-Day New Client Check-In
  • AI-Assisted Review Replies
  • Advisor Operations Dashboard
  • Automated Client Campaigns
  • Compliance-Reviewed Automation and Website
Salesforce Data Cleanup
  • What the cleanup checks
  • The report your team receives
  • Data access and approval
  • Request the cleanup
Company
  • Platforms
  • About
  • FAQ
  • Contact us
Book a call
973-949-1700 support@sdt-email.com
Home›Privacy Policy

Privacy Policy

Effective 6 September 2026

This policy describes what information this website collects, how it is used, and who processes it. It applies to sdt-technology.com and to the contact form on this site. It does not describe the systems Solution Driven Technology LLC operates for clients under separate agreements.

Information you submit

The contact form asks for your name, your firm or practice, your email address, and a message. Name and email address are required. You choose what to include in the message.

We use this information to respond to your inquiry and, if you ask us to, to schedule a consultation. We do not sell it, and we do not add you to a marketing list without your consent.

Who processes form submissions

The contact form is delivered by Formsubmit.co, a third-party form-handling service. When you submit the form, its contents are transmitted to Formsubmit.co and forwarded to support@sdt-email.com. Formsubmit.co handles that data under its own privacy policy.

Information collected automatically

Hosting logs. This site is hosted on Vercel. Like most web hosts, Vercel records standard server request data, including IP address, browser type, requested page, and time of request, for security and operational purposes.

This site does not set cookies of its own, does not run analytics scripts, and does not run advertising or tracking scripts.

How long we keep it

We keep inquiry emails for as long as needed to respond and to maintain a record of correspondence. You can ask us to delete your inquiry at any time.

Your choices

To request a copy of the information you have submitted, to correct it, or to have it deleted, email support@sdt-email.com or call 973-949-1700. We will respond within a reasonable time.

Children

This site is intended for businesses and professionals. It is not directed at children under 13, and we do not knowingly collect information from them.

Links to other sites

This site links to third-party websites, including the platforms we work in. Their privacy practices are their own. Review their policies before submitting information to them.

Changes to this policy

If this policy changes, the revised version will be posted on this page with a new effective date.

Contact

Solution Driven Technology LLC
Phone: 973-949-1700
Email: support@sdt-email.com

Solution Driven Technology Solution Driven Technology Advisor Technology & Operations

The outsourced technology and operations department for advisory firms. Process, CRM, data, reporting, Microsoft 365, integration, and the IT to support it.

Advisor and Firm Operations
Advisor and Firm Operations CRM and Operations Audit Compliance-Reviewed Automation Technology and Operations Consulting Business Process Automation CRM Optimization and Administration Data Cleansing and Validation CRM and Book Migrations Client Engagement Automation Reporting and Business Intelligence
IT and Technology
IT and Technology Microsoft 365 and SharePoint System Integration IT Infrastructure Server Cleanup and Consolidation Custom Software Websites and AI Chatbots Commercial Clients
Marketing and Client Outreach
Marketing and Client Outreach CRM-Driven Campaigns Milestone and Review Campaigns Client Appreciation Events Campaign Tracking
Automations
Automations Client Meeting Prep Client Review Campaigns Lead and Prospect Intake CRM Data Hygiene Portfolio Positions Reporting 90-Day New Client Check-In AI-Assisted Review Replies Advisor Operations Dashboard Automated Client Campaigns Compliance-Reviewed Automation and Website
Salesforce Data Cleanup
Salesforce Data Cleanup What the cleanup checks The report your team receives Data access and approval Request the cleanup
Company
Platforms About FAQ Contact us 973-949-1700 support@sdt-email.com
© 2026 Solution Driven Technology LLC. All rights reserved. Privacy Policy · Terms of Use · North New Jersey · Serving financial firms & advisors nationwide