No. TRIYO follows bank-grade security and governance protocols. The platform is SOC 2 Type II certified, uses end-to-end encryption (in transit and at rest), and enforces strict access controls. We also maintain data residency both within Canada and the United States, ensuring all client information remains securely stored in approved jurisdictions. TRIYO never shares or processes client data outside authorized environments and maintains full audit trails for every user interaction.

Yes. TRIYO’s API-first architecture enables seamless integration with legacy internal systems, data lakes, CRMs, and third-party tools such as Microsoft 365, Salesforce, ServiceNow, JIRA, and Concur. Our technical team provides full documentation and support to ensure secure, reliable connectivity tailored to your environment.

We offer comprehensive onboarding and ongoing support, including user training, configuration assistance, and dedicated customer success management. Our support desk operates with enterprise-grade SLAs to ensure quick issue resolution. Most support is included in the yearly licensing fees.

Yes. For clients requiring custom integrations, global coverage, or enhanced service levels, TRIYO offers premium support plans. These include extended coverage hours, dedicated technical specialists, and prioritized response times. Premium support can be tailored to your organization’s needs and added to the annual licensing agreement.

TRIYO centralizes workflows, automates repetitive tasks, and provides real-time, data-driven reports and analytics across projects and regulatory processes. By structuring and contextualizing work data automatically, users typically see a 50% increase in productivity within the first 2–3 months of implementation—while improving compliance accuracy and audit readiness.

TRIYO currently focuses on financial institutions, including banks, community banks, credit unions, and neo-financial institutions. Within these organizations, the TRIYO platform delivers work intelligence and AI enablement across Regulatory and Operations teams—helping streamline compliance and reporting with minimal change management.

TRIYO supports a wide range of critical work processes, helping teams streamline reporting, oversight, and AI enablement within institutional guardrails. Common use cases include:

• AML and STR/SAR Reporting: Automating case management, audit trails, and regulator submissions (e.g., FINTRAC, FinCEN).


• KYC and EDD Processes: Structuring customer due-diligence data for consistency and faster reviews.


• Regulatory Reporting and Audit Readiness: Providing a single source of truth for compliance evidence, reviewer notes, and approvals.


• Client Onboarding and Workflow Automation: Simplifying multi-department coordination with secure data capture and minimal process disruption.


• AI Enablement: Structuring work data to enable secure, contextual AI adoption across regulatory and operations functions.

Our customers are finding innovative ways to expand their use cases with TRIYO every day, continuously unlocking new efficiencies and insights across their organizations.

Yes. TRIYO structures workflows and data across systems, contextualizing the information to make it usable for AI, LLMs, and RAG frameworks. This enables institutions to adopt AI responsibly within their existing compliance and security guardrails. By providing structured, contextual data, TRIYO allows financial institutions to train private AI models safely, enhance decision-making, and unlock new levels of efficiency without compromising governance or control.

Yes. TRIYO offers flexible deployment options to meet diverse security and compliance needs. Our SaaS version is available globally on Azure and complies with local data residency requirements in regions such as Canada, the United States, and India. We also provide on-premises and private cloud deployments where required—currently supported on both Azure and AWS environments.