Trust Center

Security, Privacy, and Responsible AI

Berenson Mansfield helps organizations improve CRM data quality, marketing automation, revenue operations, and analytics while maintaining strong privacy, security, and governance standards.

Our Commitments

Principles that guide every engagement

Client Ownership

Clients retain ownership and control of their data, systems, and deliverables.

Least Privilege Access

Access is limited to the minimum permissions required and removed when engagements conclude.

Cloud First Architecture

Client data is processed within approved cloud environments and secure platforms.

Responsible AI

AI tools are used to enhance delivery efficiency while maintaining human oversight and review.

Data Minimization

Only information necessary to perform contracted services is accessed or processed.

No Data Selling

Berenson Mansfield does not sell, rent, or monetize client information.

How We Access Client Systems

You choose the method that fits your security posture.

Every engagement begins with a discussion of your access, review, and offboarding requirements. Then we operate within them.

Client created CRM accounts
Temporary consultant access
Sandbox environments
API integrations
Secure data exports
Read only review access

Supported Platforms

SalesforceHubSpotMarketoMicrosoft DynamicsSlateGoogle AnalyticsZapierGitHubAWS

Responsible AI

Human Oversight, Always

Artificial intelligence tools may be used to assist with analysis, documentation, code generation, workflow design, and process optimization.

No Model Training

Client information is never used to train proprietary models.

Consultant Review

AI generated outputs are reviewed by qualified consultants before implementation.

Sensitive Data Excluded

Credentials and prohibited data categories are excluded from AI workflows.

Security Practices

Controls in place across every engagement

Multi factor authentication
Role based access controls
Encryption in transit
Segregated client workspaces
Private repositories
Credential management practices
Secure cloud storage
Defined retention schedules
Controlled access reviews
Offboarding procedures

Incident Response

Prompt investigation and clear notification

If Berenson Mansfield becomes aware of unauthorized access, disclosure, or loss of Client Data, we will promptly investigate and notify affected clients in accordance with contractual obligations and applicable laws.

Data Privacy, Security & Responsible AI Policy

Our complete Data Privacy, Security, and Responsible AI Policy is available for review.

Download PDF

Berenson Mansfield Data Privacy Security Policy.pdf