Privacy Policy

Last updated: July 9, 2026

This Privacy Policy describes how FinBot Intelligence collects and uses your personal information. We are committed to protecting your privacy and handling your data responsibly. This document explains what information we gather, how we use it, and the rights you have regarding your data.

Who We Are

We operate as a digital service provider specializing in AI-powered financial assistance and chatbot solutions for financial professionals in Toronto and beyond. We process personal information as a data controller, meaning we determine how and why your information is used. Our mission is to provide secure, reliable financial technology solutions while maintaining the highest standards of data protection.

Information We Collect

We collect several types of information to provide and improve our services. This includes personal information you provide directly, such as your name, email address, phone number, and company details when you register or contact us. We also automatically collect technical information about your device and browsing activity, including IP addresses, browser type, pages visited, and time spent on our site. Additionally, we use cookies and similar tracking technologies to enhance your experience and analyze how you interact with our platform.

Legal Basis for Processing

We process your personal information based on several legal grounds. First, we rely on your consent when you voluntarily provide information or opt into communications. Second, we process data as necessary to fulfill our contractual obligations and provide the services you request. Third, we have legitimate interests in improving our services, preventing fraud, and maintaining security. Finally, we may process data when required by law or to comply with regulatory obligations governing financial technology services in Canada.

How We Use Your Information

We use your information to deliver and maintain our services, including AI chatbot functionality and financial query assistance. Your data helps us personalize your experience, respond to your inquiries, and provide technical support. We also use information to improve our platform, develop new features, and conduct analytics. Additionally, we may use your data for security purposes, fraud prevention, and compliance with legal requirements. We send service-related communications, updates, and occasionally marketing materials—all of which you can opt out of at any time.

Data Retention

We retain your personal information for specific periods based on the type of data and purpose of collection. Contact form submissions and customer inquiry records are retained for up to 24 months after your last interaction with us, allowing us to maintain communication history and provide continuity of service. Analytics data and cookie information are retained for up to 14 months to track website performance and user behavior patterns. Server logs containing technical information are retained for up to 12 months for security and troubleshooting purposes. Once these retention periods expire, we securely delete or anonymize your information unless we are required by law to maintain it longer.

Your Rights

You have significant rights regarding your personal information. You can request access to all data we hold about you and receive it in a structured, portable format. You have the right to correct inaccurate or incomplete information at any time. You can request deletion of your data, subject to legal and contractual obligations. You may withdraw consent to marketing communications or data processing activities. You also have the right to lodge a complaint with the Office of the Privacy Commissioner of Canada if you believe we have violated your privacy rights. To exercise any of these rights, contact us using the information provided in the Contact Us section below.

Cookies and Tracking

We use cookies to enhance your browsing experience and analyze site performance. Essential cookies are necessary for core functionality and cannot be disabled. Analytical cookies help us understand how visitors use our site, allowing us to make improvements. Preference cookies remember your settings and choices. Marketing cookies may be used to deliver relevant content, though you can opt out of these. You can manage cookie preferences through your browser settings or our cookie consent tool. Please note that disabling certain cookies may affect the functionality of our services.

Data Security

We implement comprehensive security measures to protect your personal information from unauthorized access, disclosure, and alteration. Our systems use industry-standard encryption, secure authentication protocols, and regular security audits. We restrict access to personal data to authorized personnel only, who are trained in data protection practices. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security. We encourage you to use strong passwords and report any suspicious activity immediately.

Third-Party Services

We may share your information with trusted third-party service providers who assist in delivering our services, such as cloud hosting providers, analytics services, and payment processors. These partners are contractually obligated to protect your information and use it only for specified purposes. We do not sell your personal data to third parties for marketing purposes. If we engage new service providers, we ensure they meet our privacy and security standards. You have the right to know which third parties have access to your information.

Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of significant changes by posting the updated policy on our website and updating the "Last updated" date. Your continued use of our services after updates constitutes acceptance of the revised policy. We recommend reviewing this document regularly to stay informed about how we protect your information. If you have concerns about any changes, please contact us before proceeding with our services.