AI front office automation for finance and professional service firms.
Triaage helps client-facing teams manage intake, requests, approvals, follow-ups, and service workflows in one AI-native operating system.
Your team already has the playbook. Triaage turns it into an AI agent that drafts replies, routes work, follows SOPs, and keeps every client conversation moving — without losing control.
The challenge
Finance and professional service firms rely on speed, accuracy, trust, and documentation. But most teams are buried in inboxes, spreadsheets, CRMs, shared docs, and disconnected task tools.
How Triaage helps
Triaage brings your client conversations, SOPs, team workflows, and knowledge base into one dashboard. The AI agent helps your team respond faster, follow policy, and move every request through the right process.
Use cases for Finance & Professional Services
Every workflow your team runs every day — guided, drafted, and tracked in one place.
Agent active
The CRM that runs itself.
Ask Aria to follow up with leads, resolve tickets, update records, or execute workflows — and she'll handle it automatically.
Follow up with every prospect from last week's advisory webinar.
Your Team Is Drowning in Tabs.
Your Business Is Drowning in Subscriptions.
To run a modern finance & professional services operation, you're likely stitching together four different platforms with messy automations.
The Old Way · SaaS Chaos
Hubspot for customer records
Monday for ticket tracking
Trainual for internal SOPs
Stonly for customer decision trees
The Triaage Way · Unified AI
All-in-One CRM: Customer history, pipelines, and communication timeline built right in.
Smart Ticketing: Operations boards that update themselves based on customer actions.
Living Playbooks: Your SOPs aren't dusty text files — the AI actively reads them to handle work.
Interactive Triage: Deep decision trees mapped out automatically by your AI assistant.
One AI-native front office, built around your workflows.
Built for high-trust, high-volume service teams.
Compliance-aware drafting, audit trails on every reply, and approvals built into the flow.
From intake to resolution, every workflow is guided.
Decision trees and SOPs route each request through the right steps — automatically.
AI that drafts, but your team approves.
Your agent suggests, your team ships. Tone, accuracy, and policy stay in your hands.
Your SOPs, policies, FAQs, client data, and workflows in one place.
A grounded Knowledge Vault keeps every answer consistent across the team.
Replace scattered tools with one front office ERP.
Inbox, CRM, SOPs, tasks, and AI — unified in a single operating system.
Run your front office from one AI-native system.
Modernize your front office without replacing your team.