Privacy Policy: WestMonroe.ai

This document describes West Monroe Partners, LLC’s and its affiliates’ (“West Monroe” or “WM” or “we” or “our” or “us”) treatment of the information we collect that could directly or indirectly identify you as an individual (“Personal Information”) during your interactions with us as a visitor to the West Monroe AI microsite located at westmonroe.ai including its subdomains and the interactive AI-powered tools and applications made available on it (collectively, the “AI Site”); or when you receive communications from us regarding our products and services (collectively, the “Interactions”). It describes what we do with that information (this information is referred to as our “Privacy Policy”). This Privacy Policy discloses the information practices of West Monroe with respect to information gathered online, including what type of information is gathered and tracked, how the information is used, and with whom the information is shared.

This Privacy Policy applies specifically to the AI Site. To the extent of any conflict between this Privacy Policy and the general West Monroe Privacy Policy with respect to your use of the AI Site, this Privacy Policy controls.

To the extent that the website of a West Monroe affiliate contains its own privacy policy or notice, such policy (rather than this one) describes how that affiliate treats Personal Information that it collects from your Interactions with that website.

From time to time, we may supplement this Privacy Policy with additional information relating to a particular Interaction we have with you.

This Privacy Policy was last updated and is effective as of June 5, 2026. Please review this Privacy Policy carefully, because if you do not agree with our practices, your ultimate choice is not to use the AI Site or engage in Interactions.

When you use the interactive AI tools on the AI Site, you will be asked to confirm, before a report is generated, that you have received and reviewed this Privacy Policy and that your use of the AI Site is governed by the Terms of Use. Your acknowledgment applies to the version of this Privacy Policy and the Terms of Use in effect at the time you generate the report. This acknowledgment confirms your receipt and review of this Privacy Policy; it does not, by itself, serve as your consent to any processing for which we rely on a separate legal basis described in this Privacy Policy

You can jump to particular topics of this Privacy Policy by going to the headings below:

1. WHAT INFORMATION DO WE COLLECT
2. HOW DO WE PROCESS AND USE YOUR INFORMATION
3. WHEN AND WITH WHOM DO WE SHARE YOUR INFORMATION
4. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES
5. HOW WEST MONROE PROTECTS YOUR INFORMATION
6. WHAT CHOICES DO YOU HAVE REGARDING HOW WEST MONROE USES YOUR INFORMATION
7. WHAT ARE YOUR PRIVACY RIGHTS
8. HOW TO MAKE A REQUEST CONCERNING YOUR PERSONAL INFORMATION
9. OTHER IMPORTANT INFORMATION
10. CALIFORNIA PRIVACY INFORMATION
11. CONTACT US - GENERAL INQUIRIES

WHAT INFORMATION DO WE COLLECT

We may collect “Personal Information,” such as your name, address, telephone number, and online identifiers, when you visit the AI Site and when you otherwise engage in Interactions. The Personal Information that we collect depends on the nature and context of your Interactions with us.

Active Data Collection

Like many other web sites, we actively collect information from our visitors both by asking specific questions on this AI Site and by permitting you to communicate directly with us via e-mail and other electronic means. When you communicate directly with us, through the AI Site or otherwise, we may collect your name, contact information, and any communications you provide to us through contact or feedback forms.

In addition to Personal Information we collect from you, West Monroe may, from time to time, combine information we receive through your use of the AI Site or other Interactions with us with information obtained through third party sources, such as business and marketing partners, our affiliates, or publicly available sources, or use third party source information on its own. We do this to enhance our ability to provide relevant marketing, offers, services and products to you.

How we process and use your information

West Monroe uses your Personal Information for business and commercial purposes, including:

1. To communicate with you, and to provide you any services that you request, for example,tocommunicatewithyouregardingtheservices.
2. To provide customer support,respond to your inquiries, and fulfill your requests.
3. To send administrative information to you, for example, information regarding our services and changes to our terms, conditions, and policies.
4. To send you marketing communications that we believe may be of interest to you,such as to send you newsletters or information about new features or services in which it believes you maybe interested.
5. To generate, produce, and deliver the AI Outputs you request through the AI tools, including delivering reports to an email address you provide, and to operate, evaluate, and improve the AI tools (including through the use of de-identified or aggregated inputs and outputs).
6. For our business purposes, such as data analysis, audits, fraud monitoring and prevention, developing new products and services, surveys, enhancing, improving or modifying our AI Site, products and services, identifying usage trends, determining the effectiveness of our promotional campaigns and operating and expanding our business activities.
7. As we believe to be necessary or appropriate:(a)under applicable law,including laws outside your country of residence; (b)to comply with legal process; (c)to respond to requests from public and government authorities including public and government authorities outside your country of residence; (d)to enforce our terms and conditions; (e)to protect our operations or those of any of our affiliates; (f) to protect our rights, privacy, safety or property, and/or that of our affiliates, you or others; and (g) to allow us to pursue available remedies or limit the damages that we may sustain.
8. For any other purposes disclosed to you prior to you providing us your Personal Information or which is reasonably necessary to provide the services or other related products and/or services requested, with your permission or upon your direction.
9. To customize the content and advertising you see.
10. For preventing unauthorized access to or use of the Company’s property, including the Company’s information systems, electronic devices, network, and data.

The following chart provides examples of the kinds of information that we may collect from you, actively or passively, and how we use that information.

Although the sections above describe our primary purposes in collecting your information, in many situations we have more than one purpose. As a result, our collection and processing of your information is based in different contexts upon your consent, our need to perform a contract, our obligations under law, and/or our legitimate interest in conducting our business. To the extent we maintain and use Personal Information in a deidentified form, we will not attempt to reidentify the information, except for the purpose of determining whether our deidentification processes satisfy our legal obligations.

We share the information we collect from you as set forth under the “WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION” section.

3. WHEN AND WITH WHOM DO WE SHARE YOUR INFORMATION

In addition to the specific situations discussed elsewhere in this policy, we may disclose information in the following situations:

1. Affiliates and Acquisitions. We may share information with our corporate affiliates (e.g., parent company, sister companies, subsidiaries, joint ventures, or other companies under common control). If another company acquires, or plans to acquire, our company, business, or our assets, we may also share information with that company, including at the negotiation stage.
2. Other Disclosures with Your Consent. We may ask if you would like us to share your information with other unaffiliated third parties who are not described elsewhere in this policy.
3. Other Disclosures without Your Consent. We may disclose information in response to subpoenas, warrants, or court orders, or in connection with any legal process, or to comply with relevant laws. We may also share your information in order to establish or exercise our rights, to defend against a legal claim, to investigate, prevent, or take action regarding possible illegal activities, suspected fraud, safety of person or property, or a violation of our policies, or the provision of services by a third party intermediary.
4. Public. Some of our websites may provide the opportunity to post or share comments, or reviews, in a public forum. If you decide to submit information on these pages, that information may be publicly available.
5. Service Providers. We may share your information with service providers. Among other things service providers may help us to administer our website, conduct surveys, and provide technical support.
6. Artificial Intelligence Model Providers. We share the inputs you submit to the AI tools with third-party artificial intelligence model providers that power those tools, solely in order to generate the AI Outputs you request.

4. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES

As set forth under the header, “HOW DO WE USE AND PROCESS YOUR PERSONAL INFORMATION,” we may use cookies and other tracking technologies on our AI Site. Please refer to our Cookie Policy for additional information regarding cookies. Additionally, please use the cookie preferences link on the AI Site to change your preferences regarding cookies, including cookies used for analytic and third-party advertising purposes.

5. HOW WEST MONROE PROTECTS YOUR INFORMATION

No method of transmission over the Internet, or method of electronic storage, is fully secure. While we use reasonable efforts to protect your personal information from unauthorized access, use, or disclosure, we cannot guarantee the security of your personal information. In the event that we are required by law to inform you of a breach to your personal information we may notify you electronically, in writing, or by telephone, if permitted to do so by law. We use both technical and procedural methods to maintain the integrity and security of our databases, including firewalls.

6. WHAT CHOICES DO YOU HAVE REGARDING HOW WEST MONROE USES YOUR INFORMATION

We strive to provide you with choices regarding the Personal Information you provide to us. We have implemented the following mechanisms for exercising control over your personal information:

1. Promotional Emails. You may choose to provide us with your email address for the purpose of allowing us to send free newsletters, surveys, offers, and other promotional materials to you, as well as targeted offers from third parties. You can stop receiving promotional emails by following the unsubscribe instructions in e-mails that you receive. If you decide not to receive promotional emails, we may still send you service-related communications.

You may also adjust the marketing messages you receive or opt out of receiving marketing messages from West Monroe by visiting our Preferences Center. For information regarding privacy rights that you may have under applicable law, please see the section “WHAT ARE YOUR PRIVACY RIGHTS” below.

7. WHAT ARE YOUR PRIVACY RIGHTS

In addition to the choices described in the “CHOICES YOU HAVE ABOUT HOW WEST MONROE USES YOUR INFORMATION” section, under applicable data privacy laws, you may have certain rights with respect to your personal information depending on where you live, including the right to:

1. Access to Your Personal Information. You may request information regarding whether we process your personal information or access to your personal information by contacting us at the address described below. If required by law, upon request, we will grant you reasonable access to the personal information that we have about you. Note that California residents may be entitled to ask us for a notice describing what categories of personal information (if any) we share with third parties or affiliates for direct marketing.
2. Changes to Your Personal Information. We rely on you to update and correct your personal information. If our website does not permit you to update or correct certain information, you may contact us at the address described below in order to request that your information by modified. Note that we may keep historical information in our backup files as permitted by law.
3. Deletion of Your Personal Information. You may request information about how long we keep a specific type of information, or request that we delete your personal information by contacting us at the address described below. If required by law we will grant a request to delete information, but you should note that in many situations we must keep your personal information to comply with our legal obligations, resolve disputes, enforce our agreements, or for another one of our business purposes.
4. Opt-out of Targeted Advertising. You may opt-out of online tracking based targeted advertising (e.g., cookies) by clicking the cookie settings link here [AM3.1]or the “Do Not Share” link on our homepage. Please note that if you change browsers or devices, or if you clear your browser’s cache, you may need to click the link again to apply your preference. You may also opt-out of other forms of targeted advertising by submitting a request as described below. The AI Site does not respond to browser-based “Do Not Track” signals.
5. Objection to Certain Processing. You may object to our use or disclosure of your personal information by contacting us at the address described below.
6. Restriction of Certain Processing. Under certain circumstances, you may request us to restrict the processing of your information.
7. Revocation of Consent. If we rely on your consent to process your personal information, you may revoke your consent to such processing at any time. If you revoke your consent for the processing of personal information, then we may no longer be able to provide you services. In some cases, we may limit or deny your request to revoke consent if the law permits or requires us to do so, or if we are unable to adequately verify your identity. You may revoke consent to processing (where such processing is based upon consent) by contacting us as described below.
8. Data Portability. If applicable, request your personal information be ported (transferred) to another company.

Please note, these rights are not absolute, and they do not apply in all circumstances. In some cases, we may limit or deny your requests to access, modify, or delete your information, or to revoke consent or object to processing. This may occur because the law permits or requires us to do so.

We do not discriminate against individuals who exercise their privacy rights under this Privacy Policy.

8. HOW TO MAKE A REQUEST CONCERNING YOUR PERSONAL INFORMATION

You may submit a request regarding your rights to [email protected]. This e-mail address is being protected from spam bots, you need JavaScript enabled to view it to request access to, correct or delete any Personal Information that you have provided to us. Alternatively, you may call 1-800-828-6708 or mail us at:

West Monroe Partners, LLC 311 W. Monroe St.

14th Floor

Chicago, IL 60606

Attn: Legal/Privacy

Following submission of a request, we will take steps to verify your identity before responding substantively, as is required by law. We may verify your identity by phone call or email.

Depending on your request, we will ask for information such as your name, the mailing address we have on file, or the date of your last communication with us. We may also ask you to provide a signed declaration confirming your identity. Following a request, we will use reasonable efforts to supply, correct or delete personal information about you in our files.

You may use an authorized agent to make your request. We will require verification that you provided the authorized agent permission to make a request on your behalf. You must provide us with a copy of the signed permission you have given to the authorized agent to submit the request on your behalf and verify your own identity directly with us. If you are an authorized agent submitting a request on behalf of an individual you must provide either a copy of the signed permission given to you by the individual or a power of attorney executed in accordance with California law.

If you are unsatisfied with our response to a request, you may appeal our decision by contacting us at [email protected], or, if you are in certain localities such as the European Union or United Kingdom, you may have a right to lodge a complaint with your local supervisory authority. Finally, in certain U.S. states, if your appeal is denied, you may have a right to lodge a complaint with the state attorney general.

9. OTHER IMPORTANT INFORMATION

The following additional information relates to our privacy practices:

Third Party Websites/Links

The AI Site may contain links to or from other websites. Please be aware that we are not responsible for the privacy practices of other websites. This policy does not apply to information collected about you by any third party (i.e., anyone other than West Monroe). Information you provide directly to third parties is not covered by this Privacy Policy (for example, if you provide information to third party organizations that may be linked from the AI Site or whose contact information you gather from the AI Site). We encourage you to read the privacy policies of other websites you link to from our AI Site or otherwise visit.

Transmission Of Information To Other Countries

Your information may be processed in a foreign country where privacy laws may be less stringent than the laws in your country.

Nonetheless, where possible we take steps to treat personal information using the same privacy principles that apply pursuant to the law of the country in which we first received your information. If you would like more information concerning our attempts to apply the privacy principles applicable in one jurisdiction to data when it goes to another jurisdiction you can contact us using the contact information below. You may also request a copy of any Standard Contractual Clauses we use for the transfer of your data outside of the EEA, which includes the categories of information transferred by contacting us using the contact information below.

Retention

Typically, we retain your Personal Information for the period necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. We retain the inputs you submit to the AI tools and the AI Outputs for the period necessary to generate and deliver your report and to operate, evaluate, and improve the tools, after which we delete them or maintain them only in de-identified or aggregated form.

Notification of Changes

We may revise this Privacy Policy from time to time. If we decide to change our Privacy Policy, we will post the revised Policy here and notify you of material changes as required by applicable law. Our privacy policy includes an “effective” and “last updated” date. The effective date refers to the date that the current version took effect. The last updated date refers to the date that the current version was last substantively modified.

What West Monroe Does About Children Visiting This Site

This AI Site and Interactions are not intended for children under the age of eighteen. We will not knowingly collect information from AI Site visitors or customers in this age group.

10. INFORMATION FOR CALIFORNIA RESIDENTS

You can find a list of the categories of information that we collect and share below and opt-out options here. Please note that because this list is comprehensive it may refer to types of information that we share about people other than you.

For more information regarding our purposes for which we use the information, including business and commercial purposes, see the “HOW DO WE PROCESS AND USE YOUR INFORMATION” Section above.

If you would like more information concerning the categories of personal information (if any) we share with third parties or affiliates for those parties to use for direct marketing please submit a written request to us using the information in the “HOW TO MAKE A REQUEST CONCERNING YOUR PERSONAL INFORMATION” section above. Please also note that third parties may collect your personal information over time and across different websites. We do not knowingly sell the personal information of minors under 16 years of age.

CALIFORNIA INFORMATION SHARING DISCLOSURE

Sensitive Information Disclosure. We do not collect sensitive personal information, as defined under California law, through the AI Site.

11. CONTACT US—GENERAL INQUIRIES

If you have questions, comments or concerns about our privacy practices, please contact us by e-mail at [email protected] or call us at 1-800-828-6708. This e-mail address is being protected from spam bots, you need JavaScript enabled to view it. Please refer to the information in the “HOW TO MAKE A REQUEST CONCERNING YOUR PERSONAL INFORMATION” section above for details regarding the process for submitting a request regarding applicable privacy rights. To change your cookie preferences, including with respect to third-party advertising cookies, use the cookie preferences link on the AI Site.