Trinity Financial LLC (“we”, “us”, or “our”) operates the Trinity Financial Website, AI Demo Tools, Booking System, and CRM-integrated communication systems (the “Service”). This Privacy Policy outlines how we collect, use, and protect your personal information when you interact with our Service.

By using the Service, you consent to the practices described in this Privacy Policy. Unless otherwise defined, all terms used in this Policy carry the same meanings as in our Terms & Conditions.

Information Collection and Use

We collect several types of information for various purposes to provide and enhance our Service, including our AI receptionist, AI voice/chat demo tools, and appointment-booking systems.

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Information may be shared with subcontractors in support of service delivery, such as customer service or technical enablement.

All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Types of Data Collected

Personal Data

We may collect personally identifiable information, including but not limited to:

• First and last name
• Email address
• Phone number
• Business or residential address
• City, State, ZIP code
• Appointment details and form submissions
• Cookies and Usage Data

We handle your Personal Data in accordance with this Privacy Policy and applicable regulations.

Usage Data

We may automatically collect data such as IP addresses, browser information, device identifiers, pages visited, time spent on the site, and interactions with AI demo tools or chat widgets.

Tracking & Cookies

We use cookies and similar tracking technologies to analyze activity and improve our Service. You may disable cookies in your browser, but some features may not function properly.

Use of Data

Trinity Financial LLC uses collected data to:

• Provide, maintain, and improve our Service
• Schedule and manage appointments
• Deliver AI-driven demos and automated responses
• Send confirmations, reminders, alerts, and updates
• Support customer service
• Analyze and enhance user experience
• Monitor website and AI agent performance
• Detect and resolve operational issues
• Send promotional or service-related communications (if opted in)

GDPR Compliance

If you are located in the European Economic Area (EEA), our legal basis for collecting and using your Personal Data includes:

• Your consent
• Contract performance
• Legitimate business interests
• Legal obligations
• Payment or service fulfillment

Data Retention

Trinity Financial LLC retains Personal Data only as long as necessary to fulfill the purposes outlined in this Privacy Policy. Usage Data may be stored for security, analytics, or legal compliance needs.

Data Transfers

Your information may be processed in countries outside your own, including the United States. By using our Service, you consent to such transfers under appropriate safeguards.

Disclosure of Data

We may disclose Personal Data to:

• Comply with legal obligations
• Protect our rights and property
• Investigate potential wrongdoing
• Ensure public and user safety
• Prevent legal liability

Security of Data

We implement commercially reasonable safeguards to protect your data. However, no method of storage or transmission over the internet is 100% secure.

Links to Other Sites

Our Service may contain links to external websites not operated by us. We recommend reviewing their privacy policies as we are not responsible for their content or practices.

Children’s Privacy

Our Service is not directed to individuals under the age of 13. If we discover that we have collected information from a child under 13, we will delete it immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted here, and continued use of the Service indicates acceptance of the revised terms.

Contact Us

If you have any questions regarding this Privacy Policy, please contact us:

Trinity Financial LLC
7814 West Myrtle Ave
Glendale, Arizona 85303
United States
Phone: +1 (702) 716-2821
Email: [email protected]
Website: www.vision2profits.com