Privacy Policy
Last updated: March 2026
1. Overview
FinanceBroker.ai ("we", "us", "our") is committed to protecting the privacy of our users and their clients. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform.
2. Information We Collect
Information you provide
- Account registration details (name, email, business information)
- Contact form submissions
- Payment information (processed securely via Stripe)
Information collected through our service
- Call recordings and transcripts from inbound and outbound calls
- Caller information captured during calls (name, phone number, reason for call)
- Call metadata (duration, timestamps, urgency classification)
Automatically collected information
- Browser type and version
- Pages visited and time spent
- IP address and general location
3. How We Use Your Information
- To provide and maintain our call capture and management service
- To deliver call summaries, transcripts, and recordings to you
- To process payments and manage your subscription
- To send service-related notifications
- To improve our platform and develop new features
- To respond to your enquiries and support requests
4. Data Storage and Security
All call data, recordings, and transcripts are stored securely in Australia. We implement industry-standard security measures including encryption in transit and at rest to protect your data and your clients' data.
5. Data Sharing
We do not sell your data or your clients' data to third parties. We may share information with:
- Service providers who assist in operating our platform (hosting, payment processing)
- As required by Australian law or regulation
- With your explicit consent
6. Call Recording Disclosure
Our AI assistant discloses to callers at the start of each call that they are speaking with an assistant and that the call may be recorded. This ensures transparency and compliance with Australian call recording laws.
7. Your Rights
You have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your data
- Export your call data
- Opt out of non-essential communications
8. Data Retention
We retain call recordings, transcripts, and summaries for as long as your account is active. Upon account cancellation, you may request deletion of all stored data. We will process deletion requests within 30 days.
9. Cookies
We use essential cookies to ensure our website functions properly. We do not use advertising or tracking cookies.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page with a revised "Last updated" date.
11. Contact
If you have questions about this Privacy Policy or how we handle your data, please contact us at hello@financebroker.ai.