No more lost emails, missed tasks or unhappy clients

Jaid's Agentic Case Manager transforms businesses struggling with complex conversational requests

Deploy in 4 weeks, not quarters
Trusted by leading financial institutions

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

Jaid platform interface showing case management, dashboard analytics, and workflow automation

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

Measurable business impact

Real results from enterprise deployments across financial services

4 weeks
to full implementation
vs 6-18 months for alternatives
90%
reduction in model training
time and effort saved
50%
reduction in operational risk
through automated compliance
100%
audit compliance
across all implementations

Up and running in weeks not months

1
Week 1

Connect

Import existing cases and integrate with your current systems. No data migration headaches.

Email integration
Determine requirements
System configuration
2
Week 2-3

Train

Jaid trains models to understand your specific business requirements using our proprietary platform.

Intent recognition
Salient data extraction
Process mapping
3
Week 4

Deploy

Begin with simple automation, then progressively scale to complex workflows as confidence builds.

Team training
Success monitoring
Incremental rollout

Pricing

4 weeks to go live. Then 4 weeks to pay back. An unbeatable business case.

Core

£1000
per user per year
  • Complete mailbox integration
  • AI training and optimisation
  • Mobile friendly application
  • Management dashboard
  • Enterprise security, incl. Single-Sign On (SSO)

Add-ons

Custom pricing
  • 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

Get in touch

Tell us about your needs and we'll get back to you