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PATENTED TECHNOLOGY | BUILT BY ADVISORS, FOR ADVISORS

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Privacy Policy

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Privacy Statement for AI Secretary, LLC

At AI Secretary, LLC, we are committed to safeguarding the privacy and security of your data.

Our mission is to provide financial advisors with seamless solutions for automating client data

management while maintaining the highest standards of data protection.

Key Privacy Practices :

1. Data Collection and Usage

  • AI Secretary, LLC collects data from conversations with your clients solely for the purpose of creating “case notes” and integrating information into your preferred financial planning software or CRM.

  • No client data is stored permanently on AI Secretary, LLC’s servers.

 

2. Data Storage and Deletion

  • Case notes” are temporarily stored on our platform until they are reviewed and approved by the financial advisor. Once uploaded to the chosen financial planning software or CRM, these notes are permanently deleted from our system.

  • AI Secretary, LLC does not store any audio or video data at any time.

 

3. Data Security

  • We use industry-leading security protocols to protect all data processed through our platform during its transit to the relevant software.
  • As no data is stored long-term on our systems, risks of unauthorized access are minimized.

 

4. Transparency and Control

Advisors retain full control over the approval and transfer of case notes. Data is only transported upon the advisor’s explicit action.

Commitment to Privacy

We understand the sensitivity of financial client data and prioritize your trust. By designing our processes to eliminate long-term data storage, we ensure your information remains secure and private.

For questions or more information about our privacy practices, please contact us at 239-372-0800


Last Updated: November 24, 2024