Finveo.ai

Terms of Use

Last updated: 25 September 2026

1. Scope

These terms apply to the use of Finveo.ai and its integrations, including the "Finveo.ai" app in the Zoom App Marketplace. Provider: Julian Bachmann, Moststraße 33, 90762 Fürth, Germany. For business customers the Finveo terms and conditions at finveo.ai/agb.html apply.

2. Who may use the CRM

Only persons with a personal login may use the CRM. Business customers sign up at finveo.ai/registrieren.html; paid plans and the 7-day free trial are governed by the terms at finveo.ai/agb.html.

3. Zoom integration

Each user may connect their own Zoom account. By connecting it, the user allows the CRM to read the user's upcoming meetings, recording settings and the transcripts of the user's cloud recordings, and, on the user's request, to switch on cloud recording and audio transcripts in the user's Zoom settings. The connection can be removed at any time in the CRM (Settings → Setup → Connections) or in the Zoom App Marketplace.

4. Obligations of users

Keep login data confidential and do not share accounts.
Record and transcribe client meetings only if the client has been informed and has agreed, as required by law.
Use client data only for advising the respective client.

5. Availability and liability

We operate the CRM with care but do not guarantee uninterrupted availability. We are liable without limitation for intent and gross negligence and for injury to life, body or health; otherwise only for breach of essential obligations, limited to foreseeable damage.

6. Data protection

See our Privacy Policy.

7. Final provisions

German law applies. We may update these terms; users will be informed in the CRM.

Nutzungsbedingungen (Deutsch)

Finveo.ai wird angeboten von Julian Bachmann, Moststraße 33, 90762 Fürth. Für Geschäftskunden gelten die AGB und Preise. Nutzen dürfen Finveo nur Personen mit persönlichem Zugang. Jeder Nutzer kann sein eigenes Zoom-Konto verbinden; das CRM liest dann seine anstehenden Meetings und übernimmt die Transkripte seiner Cloud-Aufzeichnungen in die Kundenakte. Die Verbindung kann jederzeit im CRM (Einstellungen → Einrichtung → Verbindungen) oder im Zoom App Marketplace getrennt werden. Kundengespräche dürfen nur mit Information und Einwilligung des Kunden aufgezeichnet werden. Zugangsdaten sind vertraulich. Es gilt deutsches Recht; Datenschutz siehe Datenschutzerklärung.