Privacy Policy
1. Information We Collect
We collect information that you provide directly to us when using our services, including:
- Personal identification information (names, ID numbers)
- Contact information (email, phone, address)
- Financial and portfolio information
- Client records and meeting notes
- Voice recordings and transcriptions
- Uploaded documents and attachments
- Usage data and analytics
2. How We Use Your Information
We use the information we collect to:
- Provide and maintain our services
- Generate AI-powered insights and summaries
- Transcribe and summarize meetings
- Notify you about changes to our services
- Provide customer support
- Monitor usage of our services
3. Artificial Intelligence (AI) Data Processing
Our application uses AI technology to enhance your experience. By using AI features, you acknowledge and consent to the following:
What AI Processes:
- Client information (names, contact details, financial data)
- Meeting transcripts and summaries
- Task and workflow information
- Uploaded document contents
- Chat conversations with the AI assistant
AI Service Providers:
- We use OpenAI’s GPT models for AI chat and analysis features
- AI processing occurs via secure cloud infrastructure
AI Training Policy:
- Your data is NOT used to train AI models
- Conversations are processed in real-time and not retained by AI providers for training purposes
- We have opted out of data sharing for model improvement with our AI providers
AI-Generated Content Disclaimer:
- AI-generated summaries, recommendations, and responses are for informational purposes only
- AI outputs should not be considered professional financial, legal, or medical advice
- Users should verify AI-generated information before making decisions
4. Audio and Voice Data
When you use our meeting recording features:
- Audio is recorded only when you explicitly start a recording
- Recordings are transcribed using AI services
- Transcriptions are stored securely within your organization's data
- You can delete recordings and transcriptions at any time
5. Information Sharing and Disclosure
We share your personal information with:
- AI service providers (OpenAI) for processing features – subject to their privacy policies
- Cloud infrastructure providers (Google Firebase) for data storage
- Payment processors for subscription billing
We do not sell your personal information. We may also share information:
- With your explicit consent
- To comply with legal obligations
- To protect our rights and interests
6. Cross-Border Data Transfers
Your data may be transferred to and processed in countries outside your jurisdiction, including the United States, where our AI and cloud service providers operate. We ensure appropriate safeguards are in place for such transfers.
7. Data Retention
- Active account data: Retained while your account is active
- Meeting recordings: Retained until you delete them
- Audit logs: Retained for 7 years for regulatory compliance
- Deleted account data: Permanently removed within 30 days, except audit logs required for compliance
8. Data Security
We implement appropriate technical and organizational measures to protect your personal information, including:
- Encryption in transit and at rest
- Access controls and authentication
- Regular security assessments
- Secure cloud infrastructure
9. Your Rights
You have the right to:
- Access your personal information
- Correct inaccurate data
- Request deletion of your data (via Settings > Delete Account)
- Object to processing of your data
- Export your data
- Withdraw consent for AI processing
10. Contact Information
For any privacy-related concerns or to exercise your rights, contact us at:
For complaints, you may also contact your local data protection authority.