Privacy Policy
Last Updated: 15 April, 2025
This Privacy Policy describes the policies and procedures of gAI Ventures Inc. ("we," "our," or "us") on the collection, use, and disclosure of your information when you use our FastTrackr AI product (the "Service"). This policy informs you about your privacy rights and how the law protects you.
We use your Personal Data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this Privacy Policy.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Privacy Policy:
Account means a unique account created for you to access our Service or parts of our Service.
Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to gAI Ventures Inc., 131 Continental Dr, Suite 305, Newark, County of New Castle, DE 19713.
Cookies are small files that are placed on your computer, mobile device, or any other device by a website, containing the details of your browsing history on that website among its many uses.
Country refers to: Delaware, United States
Device means any device that can access the Service such as a computer, a cellphone, or a digital tablet.
Financial Advisor refers to individuals or entities that use our Service to enhance their client meetings and data management.
Meeting Data refers to information collected during meetings where our Service is used, including but not limited to audio recordings, transcriptions, and any content shared during such meetings.
Personal Data is any information that relates to an identified or identifiable individual.
Service refers to the FastTrackr AI-powered meeting assistant for financial advisors that joins meetings, helps with meeting summaries, tasks, and automation of CRM data management.
Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, to provide the Service on behalf of the Company, to perform services related to the Service or to assist the Company in analyzing how the Service is used.
Third-party AI Service refers to external AI services and APIs that we use to process transcriptions, generate insights, and provide other functionalities of our Service.
Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).
User or Client means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.
CRM Data refers to information imported from or exported to customer relationship management systems that the Service integrates with.
Email Data refers to information accessed from email conversations that is used to prepare for meetings and provide other services.
Information We Collect
Types of Data Collected
Personal Data
While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to:
Email address
First name and last name
Phone number
Business name and address
Payment information (for paid subscriptions)
Usage Data
Meeting Data
Our FastTrackr Service is designed to join meetings between financial advisors and their clients. During these meetings, we collect:
Audio recordings of meetings (processed and raw data retained temporarily)
Transcriptions of meetings
Notes and action items identified during meetings
Client information discussed in meetings
Follow-up tasks and commitments made during meetings
Email Data
To provide meeting preparation and other services, we may also access and process:
Email conversations between you and your clients (with your permission)
Calendar invitations and meeting details
Attachments and documents shared via email (when relevant to meetings)
CRM Data
To facilitate the CRM automation features, we collect and process:
Client record information from your CRM system (currently supporting Wealthbox CRM and preparing for other integrations)
Updates made to client records based on meeting information
Task and follow-up information synchronized with CRM systems
Usage Data
Usage Data is collected automatically when using the Service. Usage Data may include information such as your Device's Internet Protocol address (e.g., IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
When you access the Service by or through a mobile device, we may collect certain information automatically, including, but not limited to, the type of mobile device you use, your mobile device unique ID, the IP address of your mobile device, your mobile operating system, the type of mobile Internet browser you use, unique device identifiers and other diagnostic data.
Tracking Technologies and Cookies
We use Cookies and similar tracking technologies to track the activity on our Service and store certain information. Tracking technologies used are beacons, tags, and scripts to collect and track information and to improve and analyze our Service.
How We Use Your Information
We use the collected information for various purposes:
To provide and maintain our Service
To create and manage your account
To notify you about changes to our Service
To allow you to participate in interactive features of our Service when you choose to do so
To provide customer support
To gather analysis or valuable information so that we can improve our Service
To monitor the usage of our Service
To detect, prevent and address technical issues
To provide you with news, special offers and general information about other goods, services and events which we offer that are similar to those that you have already purchased or enquired about unless you have opted not to receive such information
Specifically for FastTrackr Meeting Assistance
To join and monitor meetings between financial advisors and their clients
To create real-time and post-meeting summaries
To identify and extract action items and tasks
To automate CRM data entry and management
To provide insights and analytics on client interactions
To prepare for upcoming meetings by analyzing email conversations and CRM data
To spot trends and opportunities in conversations to help you provide more personalized service
Retention of Your Data
We will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.
Specifically:
Raw meeting recordings are deleted within 7 days after processing
Processed meeting data (transcriptions, notes, insights) is retained for the duration of your active account plus 30 days after account termination
Email data is not stored; it is accessed in real-time when needed to provide the service
CRM integration data is retained as long as the integration is active and deleted within 30 days after integration disconnection or account termination
We will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our Service, or we are legally obligated to retain this data for longer time periods.
Transfer of Your Data
Your information, including Personal Data, is processed at the Company's operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those from your jurisdiction.
Currently, our data may be stored and processed in the United States and India.
Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.
gAI Ventures Inc. will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.
Disclosure of Your Data
Business Transactions
If the Company is involved in a merger, acquisition or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.
Law enforcement
Under certain circumstances, the Company may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).
Other legal requirements
The Company may disclose your Personal Data in the good faith belief that such action is necessary to:
Comply with a legal obligation
Protect and defend the rights or property of the Company
Prevent or investigate possible wrongdoing in connection with the Service
Protect the personal safety of Users of the Service or the public
Protect against legal liability
Service Providers
We may share your personal information with Service Providers to:
Monitor and analyze the use of our Service
Process payments
Provide customer support
Conduct quality assurance testing
Provide technical support
Provide other services to support the delivery of our Service
Third-Party AI Services
We utilize various third-party AI services through APIs to process meeting transcriptions and generate insights. These third-party services receive meeting audio and text data to perform their functions. We ensure that our agreements with these services include appropriate data protection provisions.
Security of Your Data
The security of your data is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.
To protect your information, we take reasonable precautions and follow industry best practices, including:
Use of SSL/TLS encryption for data in transit
AES 256 encryption
Access controls and authentication for our systems
Regular security assessments and audits
Employee training on data protection
Contractual and technical safeguards with our service providers
Children's Privacy
Our Service does not address anyone under the age of 13. We do not knowingly collect personally identifiable information from anyone under the age of 13. If you are a parent or guardian and you are aware that your child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from anyone under the age of 13 without verification of parental consent, we take steps to remove that information from our servers.
Financial Data Privacy
As our Service is specifically designed for financial advisors, we understand the sensitivity of financial data. While we are not directly regulated by financial authorities, we implement security measures appropriate for financial data:
End-to-end encryption for sensitive financial information
Data minimization practices (we only collect what's necessary for the Service)
Regular deletion of raw data (within 7 days)
Access controls limiting who can see financial information
Clear data boundaries between different clients' information
Third-Party AI and Processing Services
Our Service utilizes third-party AI technologies to process meeting recordings, generate transcriptions, and extract information. We use various AI models through APIs for:
Speech-to-text conversion
Natural language processing
Meeting summarization
Task identification
Client insight generation
CRM data processing
We ensure that any third-party services we use maintain appropriate privacy and security standards. However, we recommend reviewing their respective privacy policies for more information.
CRM Integration
FastTrackr integrates with customer relationship management (CRM) systems to provide automated data management. Currently, we support integration with Wealthbox CRM and are planning to expand to other CRM systems. When you connect your CRM:
We access only the data necessary to provide our Service
We update records based on meeting information only with your approval
We maintain security practices required by the CRM provider
We follow all terms and conditions of the CRM platform
Your Data Protection Rights
Depending on your location and applicable laws, you may have certain rights regarding your personal information, such as:
The right to access – You have the right to request copies of your personal data.
The right to rectification – You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
The right to erasure – You have the right to request that we erase your personal data, under certain conditions.
The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.
The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.
The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.
If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at contact@fasttrackr.ai.
California Privacy Rights
The California Consumer Privacy Act (CCPA) provides California residents with specific rights regarding their personal information, but these rights only apply to businesses meeting certain thresholds (annual gross revenue exceeding $25 million, buying/selling/sharing personal information of 100,000 or more California consumers or households per year, or deriving 50% or more of annual revenue from selling or sharing California consumers' personal information). While we currently may not be subject to all CCPA requirements, we respect your privacy concerns. If you are a California resident and have questions about your personal information, please contact us at contact@fasttrackr.ai.
International Data Transfer and Privacy Shield
As mentioned, your information may be transferred to—and processed in—countries other than the country in which you are a resident. These countries (including the United States and India) may have data protection laws that are different from the laws of your country.
If you are located outside the United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to the United States and India and process it there.
Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.
Relationship with Terms of Service
This Privacy Policy is part of and incorporated into our Terms of Service. Please review our Terms of Service at https://fasttrackr.ai/tos for additional terms and conditions that apply to your use of our Service. The Terms of Service may contain additional privacy and data-handling provisions that complement this Privacy Policy.
Changes to this Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top of this Privacy Policy.
You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
Contact Us
If you have any questions about this Privacy Policy, you can contact us:
By email: contact@fasttrackr.ai
By visiting this page on our website: https://fasttrackr.ai/contact
By mail: gAI Ventures Inc., 1111B S Governors Ave STE 25373 Dover, DE 19904