At ClearPoint Strategy, protecting customer data is fundamental to how we operate. We engage a limited number of trusted third-party vendors to help us deliver, support, and enhance the ClearPoint platform. Each of these vendors undergoes a security, privacy, and risk assessment as part of our annual review process.
All sub-processors and service providers listed below are bound by confidentiality and data protection obligations consistent with applicable data privacy laws and ClearPoint’s SOC 2 Type 2 controls.
Sub-Processors
These third-party vendors may process or store customer data on behalf of ClearPoint Strategy to support the delivery of our services.
Vendor | Purpose |
Amazon Web Services (AWS) | Cloud infrastructure provider that hosts ClearPoint applications and securely stores customer data. |
Snowflake | Data cloud platform used for secure storage and analytics of application and usage data. |
SharePoint / OneDrive (Microsoft) | Secure document storage and sharing for internal operations involving limited customer data. |
Ping Identity | Authentication and single sign-on platform ensuring secure customer and internal user access. |
Cloudflare | Web performance and security platform providing CDN, DDoS protection, and encryption services. |
OpenAI | Powers ClearPoint’s AI features, processing user-submitted content to generate insights, recommendations, and summaries. |
Ragiie | Indexing and processing of customer data for searching and retrieval. |
Composio | Provides Model Context Protocol (MCP) connections to automate customer business workflows. |
Pinecone | Vector index of customer data to facilitate semantic searches. |
Zapier | Integration of third-party tools with ClearPoint customer data. |
Support & Service Providers
These partners help us manage communications, customer success, and business operations. They may have limited or indirect access to customer data (e.g., names, emails, or message metadata) only when necessary to perform their contracted functions.
Vendor | Purpose |
Intercom | Ticketing and customer support communication system. |
Jira (Atlassian) | Internal ticketing and issue management platform used for customer support and engineering workflows. |
PartnerHero | Outsourced support team providing reactive support to ClearPoint customers. |
Planhat | Customer Success platform used to manage customer relationships and usage insights. |
Salesforce | CRM system managing customer account and contact information. |
HubSpot | Marketing automation platform used for communications with prospective and current customers. |
EverAfter | Platform for sharing implementation and onboarding resources with customers. |
Salesloft | Sales engagement platform for customer and prospect outreach. |
Accessibe | Web accessibility platform ensuring compliance and usability for all users. |
Outlook / Microsoft 365 | Communication and productivity tools used for customer correspondence. |
Tugboat Logic | SOC 2 compliance and security documentation management platform. |
Security & Compliance
ClearPoint Strategy maintains a SOC 2 Type 2 certification, which independently validates our controls related to security, availability, and confidentiality.
We continuously monitor and review our third-party service providers to ensure they meet or exceed ClearPoint’s security standards and compliance obligations.
This list reflects ClearPoint’s current sub-processors and service providers as of the most recent publication date of this article.
ClearPoint reviews and updates this list as part of our ongoing SOC 2 Type 2 compliance program and annual vendor risk assessments.