Case Study

Digital Innovation with Trinity Finances

About Trinity Finances

Trinity Finances is a growing Irish financial services firm specialising in asset, agri, and car finance.

Known for its strong relationships with dealerships and commitment to personal service, Trinity Finances engaged with CeADAR, Ireland’s European Digital Innovation Hub (EDIH) for AI, to explore how digital transformation could streamline internal processes while maintaining a human touch.

The Challenge

Trinity Finances had built a loyal customer base, but behind the scenes, many operational processes remained manual and siloed:

• Customer applications were managed via email and WhatsApp
• Applications were printed
• Customer files were stored on local machines
• No CRM system was in place to track from lead to loan

The business was highly dependent on individual team members for progress tracking, which posed scalability and continuity risks.

The EDIH Engagement

Trinity Finances completed CeADAR’s Digital Maturity Assessment, scoring 22%. This triggered a structured programme of advisory support, including:

• Process mapping workshops
• A review of tools for CRM, automation and digital documentation
• Evaluation of Trinity’s current customer journey from lead to funding
• Market scans and CRM feature comparison
• Strategic prioritisation roadmap

Strategic Outcomes

CRM Implementation

The most critical recommendation was the adoption of a CRM system to unify lead management, automate communication, and provide visibility across the loan lifecycle.

• With CeADAR’s support, Trinity Finances selected a 3rd party provider for implementation
• CeADAR guided the project lifecycle from contract to implementation 

Custom Workflows & Automation

Working closely with CeADAR, Trinity Finances implemented:

• A webform linked to the CRM
• Automated Lead assignment based on dealership name
• Automated communication to both customers and dealerships based on lead status 

Secure Document Handling

CeADAR supported Trinity Finances in transitioning from local PC storage to Microsoft OneDrive:

• A shared folder system was created per dealership and customer
• Links to each folder are embedded in CRM records for fast access
• This significantly reduced the risk of data loss and improved internal handover capability

Impact

The project has already had a transformative effect:

• Streamlined lead management across over 40 dealerships
• Reduced risk by moving to structured, cloud-based document storage
• Improved communication with customers and dealers through automation
• Enabled scalability while preserving the company’s personalised service ethos