Privacy Policy

Last updated: 25 September 2026

1. Who we are

Finveo.ai is the internal customer relationship management system (CRM) of the TraineeFinance advisory team. It is operated by:

Luca Ryan Berger – Berger Marketing und Finanzen
Lindenstraße 53, 72348 Rosenfeld, Germany
E-mail: luca.berger@traineefinance.de · Phone: +49 174 6354691

The CRM is used only by our own employees and sales partners. It is not offered to the public or to third-party companies.

2. Which data we process

• User accounts: name, e-mail address, role and login data of our employees and partners.
• Client records: contact details, appointments, notes and documents of clients who asked us for advice.
• Zoom data (only if a user connects their own Zoom account): Zoom user ID, name and e-mail of the connected account, the recording settings of that account, meeting IDs, topics, start times and join links of the user's upcoming meetings, and the transcripts of the user's cloud recordings.
• Calendar data (only if a user connects Google or Microsoft): time, title, location and meeting link of calendar events, to plan the working day. Private calendars are used only as busy blocks; their content is not stored or displayed.

3. How we use Zoom data

• Show the advisor's upcoming Zoom meetings in the daily plan and match them to client appointments in the CRM by their join link.
• After a meeting, import the transcript of the advisor's cloud recording into the matching client record, so the consultation is documented and follow-up tasks can be prepared.
• On the advisor's request, switch on automatic cloud recording and audio transcripts in the advisor's Zoom recording settings.
• Zoom data is used only for these purposes. It is not sold, not shared for advertising and not used to train AI models.

The use of Google user data complies with the Google API Services User Data Policy, including the Limited Use requirements.

4. Recipients and processors

• Hostinger (server hosting, data center in Frankfurt, Germany) – all data is stored there.
• Anthropic (AI service) – the text of a transcript or note may be sent to the Anthropic API to create a summary for the advisor. Anthropic does not use API data to train its models.
• Zoom, Google, Microsoft – only to the extent a user connects their own account.

We do not transfer data to any other third party unless required by law.

5. Security

All connections use HTTPS (TLS 1.2 or higher). OAuth access and refresh tokens are stored encrypted in our database. Access to client data is limited by user roles. Backups are made daily and stored encrypted.

6. Storage period and deletion

• OAuth tokens are deleted immediately when a user disconnects Zoom, Google or Microsoft in the CRM. If a user removes the app in the Zoom App Marketplace, Zoom revokes the tokens and the CRM can no longer access the account.
• Transcripts and notes are part of the client file and are kept as long as the client relationship exists and statutory retention periods for insurance and financial advice require. After that they are deleted.
• User accounts are deleted when a person leaves the team.

7. Your rights

Under the GDPR you have the right to access (Art. 15), rectification (Art. 16), erasure (Art. 17), restriction of processing (Art. 18), data portability (Art. 20) and to object to processing (Art. 21). To exercise these rights, send an e-mail to luca.berger@traineefinance.de. We answer within one month. You also have the right to lodge a complaint with a data protection supervisory authority, for example the Landesbeauftragter für den Datenschutz und die Informationsfreiheit Baden-Württemberg.

8. Legal basis

We process data to perform our contracts with clients and employees (Art. 6(1)(b) GDPR), to meet legal documentation duties (Art. 6(1)(c) GDPR) and based on our legitimate interest in an efficient advisory process (Art. 6(1)(f) GDPR). Connecting a Zoom, Google or Microsoft account is voluntary and can be revoked at any time.

Datenschutzerklärung (Deutsch)

Stand: 25.09.2026

1. Verantwortlicher

Luca Ryan Berger – Berger Marketing und Finanzen, Lindenstraße 53, 72348 Rosenfeld · luca.berger@traineefinance.de · +49 174 6354691. Finveo.ai, das CRM des TraineeFinance-Teams, ist ein internes Werkzeug und wird nur von unseren Mitarbeitern und Vertriebspartnern genutzt.

2. Verarbeitete Daten

Nutzerkonten (Name, E-Mail, Rolle), Kundenakten (Kontaktdaten, Termine, Notizen, Dokumente) sowie – nur wenn ein Nutzer sein eigenes Konto verbindet – Zoom-Daten (Zoom-Nutzer-ID, Name und E-Mail des Kontos, Aufzeichnungseinstellungen, ID, Thema, Beginn und Link anstehender Meetings, Transkripte von Cloud-Aufzeichnungen) und Kalenderdaten von Google oder Microsoft (Zeit, Titel, Ort, Besprechungslink; private Kalender nur als Blocker).

3. Zweck der Zoom-Anbindung

Anstehende Zoom-Meetings im Tagesplan zeigen und über den Link den Kundenterminen zuordnen, nach dem Gespräch das Transkript in die passende Kundenakte übernehmen und auf Wunsch des Nutzers automatische Cloud-Aufzeichnung und Transkript in seinen Zoom-Einstellungen einschalten. Keine Weitergabe zu Werbezwecken, kein Verkauf, kein Training von KI-Modellen.

4. Empfänger

Hostinger (Server in Frankfurt), Anthropic (KI-Zusammenfassungen von Transkripten und Notizen, kein Training mit API-Daten), Zoom/Google/Microsoft nur bei eigener Verbindung des Nutzers.

5. Sicherheit und Löschung

Verbindungen nur über HTTPS (mind. TLS 1.2), Zugangs-Token verschlüsselt gespeichert und beim Trennen sofort gelöscht. Transkripte und Notizen gehören zur Kundenakte und werden nach Ende der Kundenbeziehung und der gesetzlichen Aufbewahrungsfristen gelöscht.

6. Ihre Rechte

Auskunft, Berichtigung, Löschung, Einschränkung, Datenübertragbarkeit und Widerspruch (Art. 15–21 DSGVO) per E-Mail an luca.berger@traineefinance.de. Beschwerderecht bei einer Datenschutz-Aufsichtsbehörde, z. B. dem Landesbeauftragten für den Datenschutz und die Informationsfreiheit Baden-Württemberg.

7. Google-Nutzerdaten

Die Nutzung von Google-Daten entspricht der Google API Services User Data Policy einschließlich der Limited-Use-Anforderungen.