T Wealth. Insurance. Banking.

The Terminal for Financial Services Conversations.

Realtime AI for financial services that listens, understands, and acts live in the conversation.

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ISO 27001 CERTIFIED/ UK GDPR COMPLIANT/ DATA HOSTED IN UK/EEA

client-call · renewal-review.rec

LIVE 00:14:20

Transcript

Terminal

Relationship

CRM sync

tiller.detect( "material_change", client: "Marlow Group Ltd" )

HEARD — "We've grown from £10m to £18m revenue this year, and we're opening our first US office."

Material exposure changes

Existing cover

Current policy covers turnover up to £15m. Client is now at £18m and outside scheme eligibility — cover may already be invalid.

Cross-sell opportunity

US expansion opens EPL, workers' comp, cyber, and a locally admitted liability programme.

This happens live, inside the call.

Advisors or brokers can't hold every policy detail, every regulation, and every opportunity in their head at once. Tiller Terminal can.

LIVE CALL 8 STEPS

TERMINAL · Background

Capture

Constantly interpreting the conversation.

Context

Identifies the opportunity to change the outcome.

Signal

Hands the moment to the advisor, live.

TERMINAL BASE

Institutional knowledge

Compliance

Win patterns

Policy data

ADVISOR · In control

Executes

The advisor acts on the intelligence, live.

Secures outcome

Opportunity secured.

POST CALL · Automate

Draft

Writes the follow-up email, ready to send.

Automate

Dataflow into key systems: CRM, Contracts, Proposals.

Review

Every call feeds one dashboard, visible across the team.

↳ Tiller stays in the background. The advisor stays in control. The business improves outcomes and automates processes.

// Results

Built for teams who live by the numbers.

Tiller drives measurable performance gains for financial services teams, focused on higher conversion and cutting the manual work that slows advisors down.

+19%Closed-won opportunities

+30%Stage-to-stage conversion

15 hrsSaved per month

Q-01✓ Verified

"Tiller changed how I approach client calls. It pinpoints exactly what needs to shift, and has measurably improved how I handle every conversation."

Josh DeftyHead of Business Development

Q-02✓ Verified

"We were converting one in five opportunities and now it's one in three."

Dan StackhouseGlobal Head of Sales

Q-03✓ Verified

"Tiller cut our onboarding time significantly and automated the coaching we used to do manually, freeing the team to focus on clients, not admin."

Katy FlahertySales Manager

// Security & compliance

Enterprise-grade by design.

The standard your compliance team already expects from every other system in your stack — certified, audited, and ready to review.

S-01✓ In place

No training on your data

Run on private model instances. Data is never used to train a shared model.

S-02✓ In place

Access is need-to-know

Staff access to conversations is limited, logged, and reviewed. Closed by default.

S-03✓ In place

Audit-ready from day one

Everything your security team needs to sign off, in one place.

ISO 27001:2022

✓ CERTIFIED

GDPR

✓ COMPLIANT

Enterprise scale

✓ PRIVATE MODELS

UK/EU hosting

✓ LONDON & FRANKFURT

Security package

View trust centre

Get documents →

// Questions compliance and ops ask first

Frequently asked questions.

Does Tiller Terminal make recommendations to clients?+

No. It surfaces disclosures, scripts, and prompts approved by your team. The advisor, broker, or banker always decides what to say and what to recommend.

Is it appropriate to record and analyse these conversations?+

Recording and monitoring of regulated sales conversations is standard practice across wealth management, insurance, and banking. Tiller Terminal is built to operate within your existing consent, retention, and recording policies, not to replace them.

Can it integrate with our CRM or policy admin platform?+

Yes. Tiller Terminal has native integrations with Salesforce and Microsoft Dynamics, plus an open API that connects any data source to any endpoint — so it fits into your policy admin or contract systems without custom development.

Where is our data stored?+

In the UK/EEA, inside an ISO 27001-certified environment, under a DPA with every subprocessor. Conversations are never used to train a shared model.

How do we test this before a wider rollout?+

With a focused, time-boxed pilot — one executive sponsor, five test users, and agreed KPIs, assessed against a recorded baseline before any decision on wider rollout.