Privacy Policy for BrokerBuddie.ai

Effective Date: 19 May 2025
Last Updated: 19 May 2025

1. Introduction

Welcome to BrokerBuddie.ai (“we”, “our”, “us”). BrokerBuddie.ai is an AI-powered platform designed to support finance professionals, brokers, and their teams with intelligent automation, content generation, compliance tools, and productivity enhancements.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. We are committed to protecting your privacy and handling your personal information with transparency and integrity.

By using our services, you agree to the terms outlined in this policy.

2. Information We Collect

We collect the following categories of information:

2.1 Personal Information You Provide

Full Name
Email Address
Phone Number
Company Name
Mailing Address (where required)
Login Credentials (hashed and encrypted)
Payment details (processed via third-party providers — not stored by us)

2.2 Automatically Collected Data

When you access or use BrokerBuddie.ai, we may automatically collect:

IP address
Browser type and version
Operating system
Device identifiers
Usage data (feature usage, button clicks, session duration)
Referrer URLs
Cookies and similar technologies (see Section 6)

2.3 Third-Party Integrations

If you connect third-party platforms (e.g., Google, Facebook, LinkedIn, Instagram, Zoho), we may collect:

Auth tokens
Public profile data
Email addresses
Social media analytics

You can revoke access anytime via your BrokerBuddie.ai dashboard or the third-party platform’s settings.

3. How We Use Your Information

We use your information to:

Provide, operate, and improve our services
Authenticate and authorize user access
Manage billing and payments
Communicate with you (including support, updates, newsletters)
Customize user experience
Analyze usage for internal product development
Enforce our Terms of Service and prevent fraud or abuse
Comply with legal obligations

4. Sharing of Information

We do not sell your personal information.

We may share information with:

4.1 Service Providers

Third-party services that help us operate efficiently, including:

Payment processors (e.g., Stripe, PayPal)
Hosting providers (e.g., AWS, Cloudflare)
Analytics tools (e.g., Google Analytics)
Email and SMS platforms (e.g., Zoho, Campaign Monitor, SendGrid)
Customer support and CRM systems

4.2 Legal Compliance

We may disclose personal information if required to:

Comply with a legal obligation
Protect or defend our rights or property
Prevent or investigate possible wrongdoing in connection with the service
Protect the personal safety of users or the public

4.3 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

5. Data Retention

We retain personal data for as long as necessary to fulfill the purposes outlined in this policy unless a longer retention period is required or permitted by law. You may request deletion of your data under Section 9.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to:

Authenticate users
Analyze traffic and usage trends
Remember preferences
Run marketing and retargeting campaigns

You may disable cookies via your browser settings, but doing so may affect the functionality of the platform.

7. Your Privacy Rights

Depending on your region, you have the following rights:

7.1 General Rights

Access the data we hold about you
Correct inaccurate data
Delete your personal information
Object to or restrict data processing
Export your data in a machine-readable format

7.2 GDPR (EU Residents)

You have the right to:

Withdraw consent
File a complaint with a supervisory authority
Be informed of automated decision-making and profiling

7.3 CCPA (California Residents)

Right to know what data we collect
Right to delete your data
Right to opt-out of data sales (note: we do not sell data)
Right to non-discrimination

To exercise any of the rights listed above, email privacy@brokerbuddie.ai.

8. AI Data Use

BrokerBuddie.ai uses OpenAI, Google, Anthropic, and other AI APIs to generate content, perform tasks, and respond to user prompts. We do not use your private data to train AI models. Data submitted through prompts is processed in real time and is not stored by default unless required for auditing or saved by you.

For business users, you may configure your own API keys in compliance with the vendor’s data processing terms.

9. Data Security

We take appropriate technical and organizational measures to protect your information, including:

SSL/TLS encryption
Two-factor authentication (2FA)
Role-based access control
Daily backups and monitoring
Secure coding practices

However, no method of transmission over the internet or method of storage is 100% secure. Use BrokerBuddie.ai at your own risk.

10. Children’s Privacy

BrokerBuddie.ai is not intended for children under the age of 16. We do not knowingly collect personally identifiable information from children. If you believe we have unintentionally collected data from a minor, please contact us immediately.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will be posted on our website with the updated “Effective Date.” If significant changes are made, we may notify users via email or in-app.

12. Contact Us

If you have questions or concerns about this policy, please contact:

BrokerBuddie.ai Privacy Officer
📧 Email: privacy@brokerbuddie.ai
🏢 Address: Ground Floor, 100 Douglas Parade, Williamstown, VIC 3016, Australia