Hybrid Connect – Terms of Service

Hybrid Financial Ltd. provides Hybrid Connect as a secure and efficient tool to support communication, scheduling, and compliance activities for authorized financial professionals. Your access to and use of Hybrid Connect is subject to the following terms, which outline how the platform may be used and how data is protected.

  • Only authorized users affiliated with Hybrid Financial Ltd. may access and use Hybrid Connect.
  • Users may access Google services through Hybrid Connect (such as Gmail and Google Calendar) only after providing explicit OAuth consent.
  • Hybrid Connect uses Google APIs to:

        Send emails on behalf of users through Gmail

        Read Gmail messages (read-only) to detect replies and associate them with client interactions

        Create, read, and manage events in Google Calendar

  • Data accessed through Google APIs is used solely to support user-initiated actions, including communication tracking, compliance requirements, and platform performance improvements. We do not use or share this data for advertising or unrelated analytics.
  • All data is transmitted securely and stored using industry-standard security measures, including encryption, access control, and audit logging.
  • Hybrid Connect does not permanently store email content unless explicitly saved as part of a client record by the user.
  • Employees of Hybrid Financial Ltd. are trained to handle data securely and only access user data when necessary for support or compliance.
  • We may disclose data to third parties only as required by law, such as to regulators or law enforcement.
  • Users are responsible for ensuring that their use of Hybrid Connect complies with applicable laws and internal policies.

Our Terms of Service may be updated periodically. If we make material changes, we will notify users through our official communication channels or within the application itself.

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