Reach the right opportunities
Reconnect with consented leads and qualify interest before an adviser follows up.
Move conversations forward. Keep controls in place.
AI for financial services that verifies callers, qualifies enquiries and completes bookings and payment arrangements in your systems. Full audit trails, with financial advice kept with your team.
- Lower call abandonment
- 10×
- Lower cost to serve
- 80%
- Inbound and after-hours coverage
- 24/7
- Qualification and payment workflows
- End-to-end
Less waiting. More completed conversations.
Complete the administration
Book appointments and agreed payment arrangements in your live systems.
Keep decisions accountable
Use clear boundaries and hand off when a conversation needs judgment.
Platform deployment results, not financial-services SLAs.
Financial services workflows
From first enquiry to recorded action.
Verification, qualification and follow-up, within the rules you set.
Qualification & booking
Qualify enquiries against your criteria and book the next conversation in your adviser’s calendar.
Lead reactivation
Re-engage consented contacts, capture interest and update your CRM.
Identity verification
Verify the caller before acting, with checks recorded against the account.
Payment arrangements
Set up agreed arrangements within your policies and preserve the full record.
Outbound at scale
Run consented campaigns with concurrent capacity, automatic retries and CRM write-back.
Advice stays with your team
Escalate conversations outside your policies. No unauthorised financial advice.
In production
Real conversations.
Measurable impact.
As featured by
Trillet held error rates under 1% and cut call escalations to under 15%, resolving high-stakes calls end to end in a regulated environment.
Platform case study · regulated operations
Read the case study- Error rate
- <1%
- Call escalations
- <15%
Live client results
Inbound debt recovery
$1.04M+
Collected in inbound payments over nine months.
13.4×
Return on investment across the same deployment.
Client-reported results from one live deployment. Outcomes depend on your workflows and operating environment.
Integrations
Works with your existing systems
Connects directly to the CRMs, telephony, payment platforms and calendars you already run. 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
Encompass
LendingPad
Latitude by Genesys
Debtrak
Stripe+ moreOutbound conversations follow configured consent and contact rules.
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.
TCPASOC 2 Type IIISO 27001AU Data Residency
Frequently asked
questions.
Is Trillet compliant for regulated financial conversations?
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.
Is our data stored in Australia?
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.
Can the AI give financial advice?
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.
Which systems does Trillet integrate with?
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.
What happens when a conversation needs a human?
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.
Put your next financial workflow to work.
Review your verification rules, system integrations and deployment requirements with our team.