Services firms · Financial & Wealth Advisory
Advisers spend the week preparing, not advising
Financial advisory, wealth management and insurance advisory firms lose adviser hours to review prep, meeting notes and the paperwork behind every recommendation. We run that work as departments in Trinity, with an adviser approving what reaches a client and a record of every action.
Runs on
- Operations
- Sales & revenue operations
- Customer support
- Marketing
ProofA financial advisory client runs its agent fleet on Trinity
Where it breaks
Every client hour carries hours of paperwork
The fix
One governed system, organized the way your firm is: review prep, meeting notes and records of advice run in departments with their own agents and reporting lines. Nothing reaches a client without an adviser's approval, every action leaves a receipt, and Cornelius, Trinity's cognitive architecture, turns each client conversation into knowledge the firm keeps. Compounding intelligence your company owns.
- Client reviews take hours to prepare - holdings, past notes and life changes pulled by hand from several systems
- Meeting notes reach the CRM late, partial or not at all
- Every recommendation needs a record of the advice and the reasons for it, written up by hand
- Each adviser can serve only so many households before the service slips
- What your senior advisers know about clients and products stays in their heads
Your departments in Trinity
Shaped to how your firm works.
The departments this kind of firm runs on, each with the agents and automations we build there. Start with one, then grow.
Operations 1 agent · 5 automations
Sales & revenue operations 2 agents · 5 automations
Customer support 1 agent · 5 automations
Marketing 9 agents · 5 automations
Questions
Before you ask.
Who is this for?
Financial advisory, wealth management and insurance advisory firms where adviser time, not client demand, sets the limit on growth.
What does it take off advisers first?
Review prep: a pack for each client meeting, drawn from your CRM, planning tools and past notes. Meeting notes: a summary and the follow-up tasks written into the CRM after each call. Records of advice: a draft of what was recommended and why, for the adviser to check and sign off.
Does this make us compliant?
We don't certify compliance, and Trinity doesn't claim to. What it gives your compliance team is records and approvals: every draft, approval and action is logged with who did what and when, sensitive actions wait for a person's approval, and the records stay on infrastructure you own.
Where does client data live?
On infrastructure you own. Every agent runs in an isolated container, credentials are encrypted, and client data stays in your environment.
Who runs Trinity today?
A financial advisory client runs its production agent fleet on Trinity. In its CEO's words: "We run our entire production agent fleet on Trinity - multi-user, scheduled, and audited, all inside our own perimeter. It just runs."
Do we own it?
Yes. The system, its knowledge and your data are yours, on infrastructure you own. No lock-in.
How do we start?
Three ways in. Managed: we build, run and host it for you, on infrastructure you own. Open source: your team runs Trinity itself - it is Apache 2.0, open source and free to self-host. Partner program: a partner sets it up and runs it with you. Most firms start with one workflow, then add departments.
Next step
Bring one workflow from your firm.
Services firms