Wiise Privacy Statement - New Zealand


Wiise Software NZ Pty Limited is committed to treating the personal information we collect in accordance with the New Zealand Information Privacy Principles (IPP) in the Privacy Act 2020 (Privacy Act). This Privacy Statement sets out how Wiise handles your personal information.

Wiise may modify this Privacy Statement from time to time to reflect its current privacy practices and we will tell you about a change in the Privacy Statement by updating the “last updated” date on our website.

In this Privacy Statement, ‘Wiise’, ‘we’, ‘us’ and ‘our’ is a reference to Wiise Software NZ Pty Limited.

1. Personal Information we collect

The types of personal information we may collect are listed below and only collected where reasonably required to provide you with the services you have sought, or for employment purposes:

  • names, job titles, contact and address details

  • information in identification documents (for example, passport, driver’s licence)

  • tax file numbers and other government-issued identification numbers

  • date of birth and gender

  • bank account and financial details

  • details of superannuation and insurance arrangements

  • educational qualifications, employment history, salary and referee reports (for recruitment purposes only)

  • visa or work permit status (for recruitment purposes only)

  • your Internet Protocol (IP) address

  • payment details

  • personal information about your spouse and dependents where necessary for next of kin and emergency contact details or to provide services to you

  • such other information we make known to you at the time of collection.

It may be necessary in some circumstances for Wiise to collect sensitive information about you for recruitment purposes. Examples of the types of sensitive information that may be collected in such circumstances include professional memberships, ethnic origin, criminal record and health information.

It is generally not practical to remain anonymous or to use a pseudonym when dealing with Wiise as usually we need to use your personal information to provide specific services to you, or which relate to or involve you.


2. How we collect and manage personal information

2.1. How we collect personal information

Generally, we collect your personal information from you directly (for example, when you send us correspondence (including via a technology solution or email), when you complete a questionnaire, form or survey, when you subscribe to our publications or when you use our website or our social media).

Sometimes it may be necessary for us to collect your personal information from a third party. For example, we may collect your personal information from your employer where they are our client, from your personal representative, or a publicly available record.

We may also collect personal information about you from your use of our websites and information you provide to us through contact mailboxes or through the registration process on our websites.

2.2 Where you provide us with personal information about someone else

If you provide us with someone else’s personal information, you must only do so if you have their authority or consent to provide us with their personal information. You should also take reasonable steps to inform them of the matters set out in this Privacy Statement.

2.3 Holding personal information

Wiise holds personal information in hard copy and electronic formats. We take security measures to protect the personal information we hold including physical (for example, security passes to enter our offices and storage of files in lockable cabinets) and technology (for example, restriction of access, firewalls, the use of encryption, passwords and digital certificates) security measures. We also have document retention policies and processes. In some cases, Wiise engages third parties to host electronic data (including data in relation to the services we provide) on our behalf.

We only retain personal information for as long as it is required for the purposes for which it has been collected (as set out under Section 2.4)

2.4 Purpose for collecting, holding, using and disclosing personal information

Wiise collects, holds and uses personal information for a number of purposes being, as applicable:

  • to provide technology services and solutions

  • to respond to requests or queries

  • to maintain contact with you, and keep you informed of our services and events

  • to verify your identity

  • for administrative purposes, including processing payment transactions

  • for recruitment purposes

  • for purposes relating to the employment of our personnel, providing internal services or benefits to our staff and for matters relating to the company

  • when engaging service providers, contractors or suppliers relating to the operation of our business

  • when engaging with our alliance partners or implementation partners, relating to the operation of our business and delivery of technology services or solutions

  • to manage any conflict of interest or independence (including auditor independence) obligations or situations

  • for seeking your feedback

  • to meet any regulatory obligations

  • as part of an actual (or proposed) acquisition, disposition, merger or de-merger of a business or entering into an alliance, joint venture or referral arrangement

  • to perform internal statistical analysis, including of our databases and website

  • to enable you to access and acquire Consumer Data Right (CDR) services provided by Yodlee (see Section 10 for further disclosures regarding your use of these services)

  • such other purpose we make known to you at the time of collection.

If you do not provide us with the personal information we have requested, we may not be able to complete or fulfil the purpose for which such information is required; including providing you or our clients with the services we were engaged to perform.

The types of third parties to whom we may disclose your personal information are:

  • experts or other third parties contracted as part of providing technology services and solutions

  • our agents, contractors and external service providers

  • our professional advisers

  • our alliance partners, including KPMG or KPMG International Co-operative, and Microsoft

  • our implementation partners (including KPMG Australia Technology Solutions, Odyssey, or any other) as requested by you

  • as part of an actual (or proposed) acquisition, disposition, merger or de-merger of a business or to enter into an alliance, joint venture or referral arrangement

  • Yodlee in the context of Wiise acts as a representative of Yodlee in facilitating your access to the CDR Services provided by Yodlee

  • government or regulatory bodies or agencies, as part of providing technology services and solutions or otherwise, (for example, the Office of the Australian Information Commissioner and the Office of the New Zealand Privacy Commissioner).

Unless requested by you, we will not disclose personal information to third parties for the purpose of allowing them to send marketing material to you.

2.5 Disclosure and sharing of your personal information

Depending on the circumstances, we may disclose your personal information to our service providers, alliance partners or implementation partners for any of the purposes listed in Section 2.4 but only to the extent necessary to achieve those purposes Any disclosure of personal information overseas will be covered by contractual arrangements safeguarding the privacy and security of your personal information and in compliance we IPP 12. 

3. Direct marketing

Wiise may use your personal information for the purpose of marketing its services if you opt in to receiving marketing.

If you change your mind after opting in and do not want to receive marketing material from us, you can contact us as detailed below:

  • for electronic communications, you can click on the unsubscribe function in the communication, or

  • for hard copy communications, unsubscribe, send us an email here.

4. Privacy on our websites

4.1 Automatic collection of personal information

Cookies, web beacons and other technologies are used by Wiise and its service providers on some Wiise websites and through email to automatically collect certain types of information. The collection of this information allows us to customise your online experience (including tailored Wiise marketing), improve the performance, usability and effectiveness of Wiise’s online presence and to measure the effectiveness of our marketing activities.

If you register or log into a Wiise web site and provide information about your preferences, we will use your information to personalise your user experience.

4.1.1 IP address

An IP address is a number assigned to your computer whenever you access the internet. It allows computers and servers to recognise and communicate with one another. Public IP addresses from which visitors appear to originate may be recorded for IT security and system diagnostic purposes. This information may also be used in aggregate form to conduct web site trend and performance analysis, and to personalise your user experience.

4.1.2 Cookies

Cookies may be placed on your computer or internet-enabled device whenever you visit us online. This allows the site to remember your computer or device and serves a number of purposes.

Although most browsers automatically accept cookies, you can choose whether or not to accept cookies via your browser's settings (often found in your browser's Tools or Preferences menu). You may also delete cookies from your device at any time. However, please be aware that if you do not accept cookies, you may not be able to fully experience some of our web sites' features.

Cookies by themselves do not tell us your email address or otherwise identify you personally. In our analytical reports, we may obtain other identifiers including public IP addresses, but this is for the purpose of identifying the number of unique visitors to our web sites and geographic origin of visitor trends, and not to identify individual visitors.

4.1.3 Analytics Tools

Wiise uses analytics tools, such as Google Analytics and Adobe Analytics. To provide website visitors with more choice on how their data is collected by Google Analytics, Google have developed the Google Analytics Opt-out Browser Add-on. The add-on communicates with the Google Analytics JavaScript (ga.js) to indicate that information about the website visit should not be sent to Google Analytics. The Google Analytics Opt-out Browser Add-on does not prevent information from being sent to the website itself or to other web analytics services. Adobe also provides a range of opt-out options for Adobe Analytics.

4.1.4 Web beacons

A web beacon is a small image file on a web page that can be used to collect certain information from your computer, such as an IP address, the time the content was viewed, a browser type, and the existence of cookies previously set by the same server.

Wiise or its service providers may use web beacons to track the effectiveness of third party web sites that provide us with recruiting or marketing services or to gather aggregate visitor statistics and manage cookies.

You have the option to render some web beacons unusable by rejecting their associated cookies. The web beacon may still record an anonymous visit from your IP address but cookie information will not be recorded.

In some of our newsletters and other communications, we may monitor recipient actions such as email open rates through embedded links within the messages. We collect this information to gauge user interest and to enhance future user experiences.

4.1.5 Location-based tools

Wiise may collect and use the geographical location of your computer or mobile device. This location data is collected for the purpose of providing you with information regarding services which we believe may be of interest to you based on your geographic location, and to improve our location-based products and services.  You can prevent this collection and use of your device location data by changing the settings of your device.

4.1.6 Social media widgets and applications

Wiise web sites may include functionality to enable you to share information via third party social media applications, such as the Facebook Like button and Twitter widget. These social media applications may collect and use information regarding your use of Wiise web sites. Any personal information that you provide via such social media applications may be collected and used by other members of that social media application and such interactions are governed by the privacy policies of the companies that provide the application. We do not have control over, or responsibility for, those companies or their use of your information.

In addition, Wiise web sites may host blogs, forums, crowd-sourcing and other applications or services (collectively "social media features"). The purpose of social media features is to facilitate the sharing of knowledge and content. Any personal information that you provide on any Wiise social media feature may be shared with other users of that social media feature (unless otherwise stated at the point of collection), over whom we may have limited or no control.

4.2 Links to third party websites

Wiise’s websites may contain links to third parties’ websites, including sites maintained by KPMG and Microsoft. Those other websites are not subject to our privacy statement and procedures. You will need to review those websites to view their privacy policies.

4.3 Your choices

You have several choices regarding your use of Wiise’s websites. In general, you are not required to provide personal information when you visit our websites. However, if you apply to receive information about our services, events and industry updates or wish to apply for a job, provision of certain personal information will generally be required.

5. Children

We understand the importance of protecting children’s privacy, especially in an online environment and it is our statement to never knowingly collect or maintain information about anyone under the age of 13.

6. Gaining access to personal information we hold

You can request access to your personal information, subject to some limited exceptions permitted or required by law. Please see 'How to contact us' for details.

Wiise may charge reasonable costs for providing you access to your personal information and will respond to any request you make for access to or correction of your information within 20 days.

7. Keeping personal information current

If you believe that any personal information Wiise has collected about you is inaccurate, not up-to-date, incomplete, irrelevant or misleading, you may request correction. Additionally, if you believe that we are holding personal information about you that is no longer required for the services you have engaged Wiise to provide, you can ask us to delete it.

Please contact us and we will take reasonable steps to update your information in accordance with the requirements of the Privacy Act. Please see 'How to contact us' for details.

8. Complaints

If you wish to make a complaint to Wiise about our handling of your personal information, you can contact us by using the information provided at 'How to contact us' below. In your complaint we ask that you set out all the relevant details for us to consider. 

Wiise will endeavour to reply to you within 30 days of receipt of all necessary information, or within timeframes otherwise required by law, and where appropriate, will advise you of the general reasons for the outcome of the complaint. In some circumstances, we may decline to investigate the complaint (for example if the complaint relates to an act or practice that is not an interference of the privacy of the person making the complaint).

If you are not satisfied with the outcome of your complaint, you can refer your complaint to the Office of the Privacy Commissioner.

9. How to contact us

If you have a query in relation to this Privacy Statement, would like to access or correct your personal information or to make a complaint about Wiise’s handling of your personal information, please contact our Privacy Officer as follows:

Wiise Privacy Officer: privacy@wiise.com

If you'd like to unsubscribe from marketing materials from us, send us an email here.

10. Privacy terms for customer accessing Yodlee services

This Section applies where you use Wiise’s services, to help you access and obtain a direct feed of your financial information from your financial institutions, via the Australian accredited Consumer Data Right (CDR) data recipient Yodlee – Australian accreditation number ADRBNK000061 (referred to as “CDR Services”); and use that data feed to populate your own financial records and ledgers. Wiise acts as a representative of Yodlee in facilitating your access to the CDR Services provided by Yodlee.

Your access to the CDR Services provided by Yodlee is governed by the Yodlee CDR Policy and privacy policy (also available at ). The Yodlee CDR Policy sets out:

  • how Yodlee’s CDR Services work

  • what information is collected from you and why

  • how your information used, shared, destroyed and protected

  • how you can change your consent decisions

  • what happens if something goes wrong

  • how you can access, correct, and require the deletion of information Yodlee has collected from and about you as part of providing CDR Services to you

  • how you can make a complaint and what to expect when you complain (inclusive of applicable response timeframes)

  • the applicable law and privacy safeguards (inclusive of the OAIC Consumer Data Right Privacy guidelines for Australian users of Yodlee’s CDR Services 


 If you decide to use the CDR Services provided by Yodlee, with your consent, Yodlee will obtain your financial information directly from your financial institutions (CDR Data), and then provide it to you in a feed, to populate the financial records and ledgers held by you.

Information collected, used and shared by Wiise

The only information collected and retained by Wiise in relation to your use of Yodlee’s CDR Services, is:

  • your name or entity name

  • the fact that you have been provided with or have sought information about the CDR Services

  • the date those services were provided to you, and any feedback you have provided Wiise about the CDR Services (if applicable).  

The above information will be used by Wiise to facilitate your access to the CDR Services provided by Yodlee, and for essential administrative purposes by Wiise, with that use governed by Wiise’s privacy statement. Wiise does not collect or retain your CDR Data, and hence cannot correct that data or provide you with access to it.

What you agree to in accessing the CDR Services 

If you access the CDR Services provided by Yodlee:

  • you will be required to provide a consent to Yodlee and confirm that you agree to terms and conditions for the CDR Services, and

  • you may be required to provide Yodlee with access to your accounts with your financial institution, to allow Yodlee to collect your information and provide you with the CDR Services. 

 In providing the above details:

  • you agree that you have read Yodlee’s CDR Policy setting out how your information will be used, your data rights, and how you can complain

  • you understand that you may need to provide your account credentials to Yodlee to access the CDR Services, and that in some instances, you may not be able to access CDR Services at all

  • you understand and agree that you are responsible for protecting and securing your CDR Data once it has been provided to you, and for any uses you then make of it

  • you understand that you can revoke your consent to giving Yodlee access to your accounts and your engagement of the CDR Services by following the process set out in the Yodlee CDR Policy

  • you acknowledge and agree that Wiise has no access to your CDR Data, does not collect or retain it, cannot alter or otherwise deal with it, and has no responsibility for the quality of that data.

 Your rights to your information and how to complain to Yodlee

If you are accessing CDR Services through Yodlee, you can authorise the sharing of your CDR Data by your financial institutions with Yodlee.  You can access and correct your CDR Data, make a complaint, and request that your data be deleted. As Wiise does not collect, handle or retain your CDR Data, and is limited to acting as a facilitator between Yodlee and you for the provision of CDR Services, Yodlee’s CDR Policy governs your rights to access, correct, delete your CDR Data, to change or revoke your consent, and to make a complaint.

How to make a complaint to Wiise

As noted in Section 8, if you have a complaint about Wiise’s actions as a representative of Yodlee in facilitating your access to CDR Services or a privacy concern about how Wiise handles your information, please contact privacy@wiise.com. If your complaint should have been made to Yodlee, we will – with your consent – refer your complaint to Yodlee to resolve.