No more lost emails, missed tasks or unhappy clients
Jaid's Agentic Case Manager transforms businesses struggling with complex conversational requests
Case management
shouldn't be this hard
Your teams are drowning in a 'black hole' of unstructured communications
Low Efficiency
- Clients demand email for requests but humans waste time interpreting them
- Huge administrative overhead tracking status and chasing emails
- Teams struggle with high volumes of complex service requests
Weak Controls
- Procedures are ill-defined and error-prone
- Tracking, if done at all, is manually intensive
- Required service levels hard to maintain without proper systems
Poor Visibility
- No real-time insight into team workload or case status
- Can't identify bottlenecks or potential issues proactively
- Managers lack information to run operations effectively
The Agentic Advantage
Jaid's Agentic Case Manager uses AI to turn communications into digital processes – improving client service
High Efficiency
- Customized AI interprets messages, extracts data and creates cases automatically
- Agentic processes enable high levels of automation
- Users focus on solving problems rather than updating cases
Strong Controls
- Communications, tracking and actions managed in one place
- Formal process definition provides deterministic, auditable automation
- Seamless integration with existing systems via APIs
Valuable Insight
- Transparency on staff workload, productivity and potential issues
- Real-time service level monitoring with automatic alerts
- Data-driven capacity planning and process optimization
See Jaid in action
Watch how teams streamline their case management workflows
Why Jaid solves what others can't
Built for high-touch, regulated financial services – not generic use cases
Jaid's approach
- AI build tools rapidly generate Agentic processes from existing procedures
- Formal process definitions ensure deterministic, auditable compliance automation
- Models run locally within secure dedicated client environments
- Dynamically optimized GenAI and fine-tuned models for enterprise scale
- Advanced visual labeling delivers high accuracy without massive training effort
Generic platforms
- Low-code solutions are time consuming and hard to customize
- GenAI solutions don't meet regulatory requirements
- External LLMs restricted in regulated industries
- Pure GenAI solutions don't scale because of huge compute cost
- Fine-tuning abandoned due to data requirements and effort
Proven across financial services
Enterprise-grade solutions with measurable client success
Fund Administration
Prime Brokerage
Private Credit Administration
Global Fund Operations
Surveying Services
Legal Services
Client success stories
"Jaid gives me dramatically better insights into the changing nature of our business, how to plan capacity correctly, identify areas for product optimization and ensure we meet client SLAs."
"Jaid gives me dramatically better insights into the changing nature of our business, how to plan capacity correctly, identify areas for product optimization and ensure we meet client SLAs."
"Jaid AI models are more accurate than my agents at identifying incidents and access problems."
"We tried Service Now and Zen Desk but rejected them as it was too much of an overhead to administer and Jaid removes this blocker."
Measurable business impact
Real results from enterprise deployments across financial services
Up and running in weeks not months
Connect
Import existing cases and integrate with your current systems. No data migration headaches.
Train
Jaid trains models to understand your specific business requirements using our proprietary platform.
Deploy
Begin with simple automation, then progressively scale to complex workflows as confidence builds.
Pricing
4 weeks to go live. Then 4 weeks to pay back. An unbeatable business case.
Core
- Complete mailbox integration
- AI training and optimisation
- Mobile friendly application
- Management dashboard
- Enterprise security, incl. Single-Sign On (SSO)
- Inbound & outbound email translations
- Natural Language case queries
- Automated template selection and population
- Queryable dashboards
- Intelligent Document Processing
No hidden fees • Transparent pricing • Scale at your pace
Our offices
Supporting clients globally from strategic locations
Ready for enhanced efficiency, control and insight?
See why financial service leaders trust Jaid