Trillet for financial services
Resolve every financial conversation end‑to‑end
AI that handles lead qualification, appointment booking, payment arrangements and recovery — with full audit trails and compliance controls.
The real challenges in financial services
Dormant lead databases, incomplete qualification, and high abandonment rates leave revenue on the table. Teams spend too much time on repetitive outbound and inbound conversations instead of closing.
Strict compliance requirements make scaling without risk even harder.
Results teams are already seeing
10×
lower call abandonment
80%
lower cost to serve
$1M+
collected in inbound payments in nine months
Key use cases, resolved in your systems
01
Lead reactivation & outbound calling
Re-engage dormant and cold databases at scale. Qualify interest, book appointments, and push only the right opportunities into your CRM — without adding headcount.
Transcript
Voice · OutboundAI agent
Hi Marcus — you asked about refinancing with us a while back. Still on your radar?
Caller
Actually, yeah — rates have moved since then, haven’t they?
Qualified lead pushed to CRMOpportunity created · ref ••3947
02
Inbound qualification & appointment booking
Answer every inbound enquiry, qualify the lead against your criteria, and book the appointment in real time. No missed opportunities. No manual follow-up.
Transcript
VoiceCaller
We’re looking at a home loan — we’ve saved about a 15% deposit.
AI agent
That qualifies for a first review. Would Tuesday 2:30pm with an adviser suit?
Appointment bookedAdviser calendar · Tue 2:30pm
03
Identity verification & compliance-safe conversations
Confirm identity and capture required information under strict rule-based frameworks. Never give unauthorized financial advice. Every interaction stays fully auditable.
Transcript
VoiceAI agent
Before we go on, I’ll confirm a couple of details. What’s your date of birth?
Identity verifiedTwo-point check · ref ••8215
AI agent
Thanks, you’re verified — let’s look at your account.
04
Payment arrangements & recovery
Handle payment discussions, set up arrangements, and follow up on outstanding balances with full audit trails and TCPA compliance.
Transcript
VoiceCaller
Honestly, I can’t clear the full balance right now.
AI agent
That’s okay — we can split it. Would $120 a fortnight be manageable?
Payment plan created$120 fortnightly · acct ••2210
05
High-volume outbound at scale
Run large consented outbound campaigns with concurrent capacity, automatic retries, and CRM write-back so your team stays focused on high-value conversations.
Transcript
Voice · CampaignAI agent
Hi Dana — following up on your enquiry from Tuesday. Have you got two minutes?
Caller
Sure, now’s fine.
Call logged to campaignAttempt 2 · CRM updated
Results that matter in financial services
10×
lower call abandonment
24/7
automated call handling, inbound and outbound
80%
reduction in cost to serve
End-to-end
complex financial conversations resolved
Live client results
Proven in production debt recovery
$1.04M+
collected in inbound payments over nine months of live operation
13.4×
return on investment across the same deployment
- Error rate
- <1%
- Call escalations reduced to
- <15%
Integrations
Works with your existing systems
Connects directly to the CRMs, telephony, payment platforms and calendars you already run. No parallel systems. No double entry. Every action is written into the tools your team already uses.
During the conversation
Appointment written to your adviser’s calendar
Qualification notes written to your CRM
Identity check logged against the account record
Payment plan confirmation sent from your number
CRM, lending & payment integrations
GoHighLevel
Zoho CRM
Salesforce
HubSpot
Encompass
LendingPad
Latitude by Genesys
Debtrak
Stripe+ moreTCPA compliant.
Full audit logs and role-based access.
Strict rule-based frameworks to prevent unauthorized financial advice.
ACMA and other jurisdictional controls supported where required.
On-premise and private cloud deployment options available.
Australian data residency — call recordings, transcripts and backups stored in Australia, with in-country LLM hosting available.
Frequently asked questions
Yes. Trillet is TCPA compliant, with full audit logs and role-based access. SOC 2 Type II and ISO 27001 certifications are in place, and ACMA and other jurisdictional controls are supported where required.
Yes. Call recordings, transcripts and backups all reside in Australia, and Trillet is Australian owned. For organisations that require it, LLM inference can also be hosted in Australia — ask about in-country hosting during onboarding.
No. Conversations run under strict rule-based frameworks that prevent unauthorized financial advice — the AI qualifies leads, verifies identity, books appointments and sets up payment arrangements, and every interaction stays fully auditable.
Trillet connects directly to the CRMs, telephony, payment platforms and calendars you already run — systems like GoHighLevel and Zoho CRM — and additional platforms are connected through your system’s API during onboarding. No parallel systems, no double entry.
Conversations that fall outside your policies or need human judgment are escalated to your team with full context, and the complete interaction is preserved in the audit trail.
Ready to resolve every financial conversation end‑to‑end inside your environment?
Speak to sales to review how Trillet integrates with your systems and meets your compliance requirements.
A working session with the team that builds the platform — not a scripted demo.