AI agents in
minutes not months
Drive business value with custom AI agents grounded in all your company’s
knowledge. No code required.
Book an intro
Law firms can cut time spent compiling and reviewing legal docs
62%
time savings
Fintechs can save hours per employee on new hire onboarding
10h
per week/employee saved
Manufacturers can cut time spent on R&D analysis workflows
50%
time savings
Industrial companies can resolve more customer issues with AI support
2x
number of issues resolved
Energy companies can cut time spent on compliance audit processes
66%
time savings
Manufacturers can cut time spent answering product questions
95%
time savings
Give everyone AI
superpowers
From Finance and HR to marketing and sales, you can create as many AI
agents as you want. And deploy them quickly.
Integrations
40+
out-of-the-box connectors
Setup
< 1 day
to connect your first data source
Knowledge you
can trust
Your agents will cite their sources across internal and public documentation,
and deep link to relevant sources.
Up to
50%
productivity increase
Up to
3x
faster knowledge retrieval
Up to
40%
cost savings
Integrated in your
daily tools
Let the support come to you. With ASSIST you can configure your assistants to act on tasks directly from tools like Slack and Salesforce.
State-of-the-art RAG
and multi-step
reasoning
Imagine having a system that not only holds all the know-how your team
has ever accumulated but also connects the dots in ways we might not see
on our own.
Agents that plan, reason, and learn
Multimodal understanding
MCP — AI that acts, not just answers
No LLM lock-ins
Your assistants, your rules. Choose the best model for the task and optimize
performance continuously.
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No training on your data
Single-Tenant deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted
models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
Book an intro
AI agents
in minutes not months
Drive business value with custom AI agents grounded in all your company’s
knowledge. No code required.
Book an intro
Law firms can cut time spent compiling and reviewing legal docs
62%
time savings
Fintechs can save hours per employee on new hire onboarding
10h
per week/employee saved
Manufacturers can cut time spent on R&D analysis workflows
50%
time savings
Industrial companies can resolve more customer issues with AI support
2x
number of issues resolved
Energy companies can cut time spent on compliance audit processes
66%
time savings
Manufacturers can cut time spent answering product questions
95%
time savings
Give everyone AI superpowers
From Finance and HR to marketing and sales, you can create as many AI
agents as you want. And deploy them quickly.
Integrations
40+
out-of-the-box connectors
Setup
< 1 day
to connect your first data source
Integrated in your daily tools
Let the support come to you. With ASSIST you can configure your assistants to act on tasks directly from tools like Slack and Salesforce.
State-of-the-art RAG and multi-step
reasoning
Imagine having a system that not only holds all the know-how your team has ever
accumulated but also connects the dots in ways we might not see on our own.
Agents that plan, reason, and learn
Multimodal understanding
MCP — AI that acts, not just answers
No LLM lock-ins
Your assistants, your rules. Choose the best model for the task and optimize
performance continuously.
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign In
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
Book an intro
AI agents in
minutes not months
Drive business value with custom AI agents
grounded in all your company’s knowledge. No
code required.
Book an intro
Law firms can cut time spent compiling and reviewing legal docs
62%
time savings
Fintechs can save hours per employee on new hire onboarding
10h
per week/employee saved
Manufacturers can cut time spent on R&D analysis workflows
50%
time savings
Industrial companies can resolve more customer issues with AI support
2x
number of issues resolved
Energy companies can cut time spent on compliance audit processes
66%
time savings
Manufacturers can cut time spent answering product questions
95%
time savings
Give everyone AI
superpowers
From Finance and HR to marketing and sales,
you can create as many AI agents as you want.
And deploy them quickly.
Integrations
40+
out-of-the-box connectors
Setup
< 1 day
to connect your first data source
Knowledge you can
trust
Your agents will cite their sources across internal
and public documentation, and deep link to
relevant sources.
Up to
50%
productivity increase
Up to
3x
faster knowledge retrieval
Up to
40%
cost savings
Integrated in your daily
tools
Let the support come to you. With ASSIST you can configure your assistants to act on tasks directly from tools like Slack and Salesforce.
State-of-the-art RAG and
multi-step reasoning
Imagine having a system that not only holds all
the know-how your team has ever accumulated
but also connects the dots in ways we might not
see on our own.
Questions & Answers
Learn more about what Trinity has to offer or feel free to contact us at support@trinity.com
What is Trinity Financial?
Trinity Financial is an innovative financial platform that offers personalized investment solutions and retirement planning services.
How does Trinity Financial work?
Trinity Financial provides users with tools to set financial goals, manage investments, and plan for retirement. Users can access educational resources, track their progress, and receive personalized recommendations.
Is Trinity Financial secure?
Yes, Trinity Financial prioritizes security and employs bank-level encryption to protect users' sensitive financial information. Additionally, the platform offers two-factor authentication for enhanced security.
What investment options does Trinity Financial offer?
Trinity Financial offers a range of investment options, including stocks, bonds, mutual funds, ETFs, and retirement accounts like IRAs and 401(k)s.
Can I access Trinity Financial on my mobile device?
Yes, Trinity Financial is optimized for mobile devices, allowing users to access their accounts, track investments, and manage portfolios on the go.
How does Trinity Financial help with retirement planning?
Trinity Financial offers tools and resources to help users set retirement goals, optimize savings strategies, and create personalized retirement plans tailored to their needs and preferences.
Does Trinity Financial provide financial advice?
While Trinity Financial offers educational resources and personalized recommendations, it does not provide personalized financial advice. Users should consult with a financial advisor for individualized guidance.
Agents that plan, reason, and learn
Multimodal understanding
MCP — AI that acts, not just answers
No LLM lock-ins
Your assistants, your rules. Choose the best
model for the task and optimize performance
continuously.
No training on your
financial data.
Full enterprise-grade
security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-
hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and
SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
Book an intro
AI agents in
minutes not months
Drive business value with custom AI agents grounded in all your company’s
knowledge. No code required.
Book an intro
Law firms can cut time spent compiling and reviewing legal docs
62%
time savings
Fintechs can save hours per employee on new hire onboarding
10h
per week/employee saved
Manufacturers can cut time spent on R&D analysis workflows
50%
time savings
Industrial companies can resolve more customer issues with AI support
2x
number of issues resolved
Energy companies can cut time spent on compliance audit processes
66%
time savings
Manufacturers can cut time spent answering product questions
95%
time savings
Give everyone AI
superpowers
From Finance and HR to marketing and sales, you can create as many AI
agents as you want. And deploy them quickly.
Integrations
40+
out-of-the-box connectors
Setup
< 1 day
to connect your first data source
Knowledge you
can trust
Your agents will cite their sources across internal and public documentation,
and deep link to relevant sources.
Up to
50%
productivity increase
Up to
3x
faster knowledge retrieval
Up to
40%
cost savings
Integrated in your
daily tools
Let the support come to you. With ASSIST you can configure your assistants to act on tasks directly from tools like Slack and Salesforce.
State-of-the-art RAG
and multi-step
reasoning
Imagine having a system that not only holds all the know-how your team
has ever accumulated but also connects the dots in ways we might not see
on our own.
Agents that plan, reason, and learn
Multimodal understanding
MCP — AI that acts, not just answers
No LLM lock-ins
Your assistants, your rules. Choose the best model for the task and optimize
performance continuously.
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
Book an intro
AI agents in
minutes not months
Drive business value with custom AI agents grounded in all your company’s
knowledge. No code required.
Book an intro
Law firms can cut time spent compiling and reviewing legal docs
62%
time savings
Fintechs can save hours per employee on new hire onboarding
10h
per week/employee saved
Manufacturers can cut time spent on R&D analysis workflows
50%
time savings
Industrial companies can resolve more customer issues with AI support
2x
number of issues resolved
Energy companies can cut time spent on compliance audit processes
66%
time savings
Manufacturers can cut time spent answering product questions
95%
time savings
Give everyone AI
superpowers
From Finance and HR to marketing and sales, you can create as many AI
agents as you want. And deploy them quickly.
Integrations
40+
out-of-the-box connectors
Setup
< 1 day
to connect your first data source
Knowledge you
can trust
Your agents will cite their sources across internal and public documentation,
and deep link to relevant sources.
Up to
50%
productivity increase
Up to
3x
faster knowledge retrieval
Up to
40%
cost savings
Integrated in your
daily tools
Let the support come to you. With ASSIST you can configure your assistants to act on tasks directly from tools like Slack and Salesforce.
State-of-the-art RAG
and multi-step
reasoning
Imagine having a system that not only holds all the know-how your team
has ever accumulated but also connects the dots in ways we might not see
on our own.
Agents that plan, reason, and learn
Multimodal understanding
MCP — AI that acts, not just answers
No LLM lock-ins
Your assistants, your rules. Choose the best model for the task and optimize
performance continuously.
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
Book an intro
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Overview
AI agents
Industries
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ASSIST
Overview
AI agents
Industires
Conectors
Security
Stories
Pricing
Company
Legal
Contact Us