Project/Deals
Deals with Custom Fields
Client
Tasks
Project/Deals
Tasks with Email
Tasks with Documents
Tasks with Forms
Tasks with Custom Task Fields
Use Cases
TRIYO is secure, fully compliant, organized and efficient and can work
company wide or in focused departments
Know Your Customer (KYC)
Simplify and automate your team’s process of updating necessary client information, where input is typically required from multiple Lines of Business (LoBs).
Staffing Management
Coordinate your workforce and ensure the right people work on the right job, through automated insights on individual strengths and workloads.
Live Deal Process
Connect your people, processes, and documents on one integrated productivity platform; co-ordinate all these moving parts in an agile direction.
Client Lifetime Management
Streamline your regulatory reporting process while mitigating risk, penalties and costs with our comprehensive solution; specifically for project management.
With TRIYO, not only are people going to work faster and more diligently on tasks because it's living inside their core applications, but their superiors are also going to be able to prove what they're doing due to the transparency TRIYO adds to day-to-day processes.
Now that you have that information TRIYO can make suggestions for management or leave it to you.
TRIYO is secure, fully compliant and can work company wide or in focused departments.
Learn how TRIYO’s data can transform your organization today.
True Data
True Process
True Efficiency