Incoming client email
JT
From: Jamie Taylor · clientTo: Client Operations
Transaction status enquiry
Hi team, could you confirm the status of transaction TX-2048 and let us know the next steps?
The AI platform for operations centres
AI that improves
Operations Centre performance.
JAID is a specialist AI technology company helping Operations Centres worldwide increase capacity, reduce missed work and respond faster. We connect correspondence, cases and tasks, automate routine work and keep people in control.
Request → governed task → recorded outcomeWorkflow preview
Agentic Case Manager
Transaction status enquiry
Assigned teamClient Operations
DueToday, 12:00
ActivityEvidence 2
Request linked; task openedTransaction enquiry linked to case #1042. A response task is opened.
Permitted evidence retrievedRead access checked. Transaction record and case correspondence retrieved.
Response prepared for reviewDraft grounded in the transaction record. Nothing has been sent.
Draft prepared · not authorised to send
Proposed client response
CO
From: Client Operations To: Jamie Taylor · client
Re: Transaction status enquiry
Hi Jamie, transaction TX-2048 completed at 08:55 today. No further action is needed from you.
Draft only · not sent
Scoped AI work Review where required Recorded outcomes
Trusted by operations teams
at leading financial institutions
Selected client results Less missed work.
Less missed work.
More capacity to respond.
1M+emails processed a month
Productivity improvement
In case processing workflows.
Fewer missed requests
Reduction in missed client requests and follow-ups.
Faster response times
For regulatory inquiries.
Results relate to individual deployments and vary by workflow and implementation.
From communication to resolution The inbox is where work arrives.
The inbox is where work arrives.
It shouldn’t be where it gets lost.
Behind every client request is work that needs to happen. A decision. An approval. An update to another system.
Jaid is the AI platform for operations centres. It connects that request to the right process, people and next action — with a clear record of what happened.
Meet the Jaid platformHow Jaid works Turn every client request
Turn every client request
into controlled action.
A missing signature. A corrected statement. A notice that must stay on hold. See how Jaid keeps the work moving as people reply, review and change the next step.
From an approved schedule to a reviewed calculation.
CasesDashboards OSOliver ShawSeptember capital call
CC-1042- Submitted
- 14 Sep 2026
- Assigned to
- Capital call agent
- Status
- Preparation required
-
Inbound email September capital call — prepare for review
To: Harbour Fund Operations
Please calculate an 8% call for Alder Pension Trust using the approved commitment schedule. Prepare a notice draft for internal review, due 30 September, and include the payment reference. Keep the notice on hold.
Source schedule · v3Alder Pension Trust Eligible commitment: £750,000 Approved call rate: 8%
Step 1 of 4Schedule v3 received
A clear request, a sourced calculation and a useful result for the reviewer.
The Jaid platform Intelligence for the work.
Intelligence for the work.
Control at every step.
One connected platform, from the channels where work arrives to the evidence of how it was completed.
Connect
Bring the channels where work arrives together with the systems your team relies on.
Correspondence & enterprise systemsUnderstand
Identify intent, extract context and understand the language of your operating domain.
Intent & domain intelligenceOperate
Coordinate cases, tasks and automation around your defined operating processes.
Casework & controlled executionControl
Keep people in control with permissions, approvals and a connected operational record.
Governance & operational visibilityThe principal application on the Jaid platform
Agentic Case Manager
A shared view of requests, cases and the work needed to resolve them.
Inside Agentic Case Manager Everything your team needs
Everything your team needs
to keep work moving.
From the first message to the final follow-up, give people the context and visibility to move each case forward.
Automated intake
Identify the request, capture relevant information and connect correspondence to structured cases and tasks.
Less manual categorisationClear task ownership
Assign work, track dependencies and keep communications connected to the people responsible for the next step.
Fewer disconnected handoffsOperational insights
See case progress, workloads and service deadlines together. Understand where work is waiting and where attention is needed.
A shared view of performanceConnected operations
Work with existing enterprise systems through integrations, with permissions and review points built into the process.
Context across your existing stackYour industry. Your operating reality. One platform.
One platform.
Deep operational understanding.
Built for environments where requests arrive continuously, processes matter and every action needs to be accountable.
Our established focus
Financial services
Bring structure and control to high-volume client work, from investor servicing to fund operations.
- Fund administration
- Corporate services
- Client operations
Insurance
Explore controlled workflows for claims correspondence, policy servicing and broker queries.
Government
Explore how connected casework can support citizen correspondence and operational delivery.
Where the work happens Different requests.
Different requests.
The same need for control.
Explore the operational workflows that shaped Jaid, from financial services correspondence to wider client service work.
Fund administration
Connect investor correspondence to the right fund, case and operating process.
Prime brokerage client services
Keep client enquiries, follow-ups and team ownership connected.
Private credit administration
Bring structure to document-heavy correspondence and servicing requests.
Global fund operations
Coordinate incoming work across teams with clear ownership and visibility.
Legal entity management
Link requests, supporting documents and approval steps to the relevant case.
Surveying services
Organise client correspondence, task handoffs and service follow-ups.
In our customers’ words A clearer view.
A clearer view.
Better operational decisions.
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.
Chief Operating OfficerCalastone
“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.”
Built around accountability Your process.
Your process.
Your permissions.
Your people in control.
Give automation a defined operating process, with clear points for review and a record your team can follow.
Defined operating processes
Set how work moves, who owns it and which actions are permitted.
Human review where it matters
Build approvals and escalation points into the flow of work.
Evidence connected to the work
Keep requests, decisions, actions and handoffs together in the case history.
Powered by Jaid Gym AI that learns the language
AI that learns the language
of your operations.
Your terminology, request types and operating rules give work its meaning. Jaid Gym provides the training environment to shape domain-specific intelligence around that context.
From your domain to your workflow
Your operating contextTerminology, examples and business rules
Train & evaluateTest intelligence against relevant examples
Apply & improveBring validated behaviour into the workflow
Why Jaid fits operational work
Language with context
Understand the terms and request types your team encounters.
Your process, made explicit
Shape classification, routing and review around how work should happen.
Learning grounded in examples
Use real operating patterns and edge cases to guide evaluation.
A practical place to start Start with one workflow.
Start with one workflow.
Build from there.
A focused starting point. Clear measures of success. A path to expand as your team builds confidence.
Scope & connect
Choose the workflow, map the process and connect the relevant channels and systems.
Configure & validate
Define the rules and review points. Validate the workflow with your operations team.
Launch & measure
Bring the workflow into operation, measure the results and expand from what works.
Pricing Start with the essentials.
Start with the essentials.
Add what your workflow needs.
Talk to us about your team, correspondence volumes and operating requirements. We’ll help define the right scope.
Our offices Connected to your operations.
Get in touch Connected to your operations.
On both sides of the Atlantic.
London
The Leather Market, Unit 11.1.1Weston Street
London, SE1 3ER
Cambridge
Mantle Space95 Regent Street
Cambridge, CB2 1AA
New York
230 Park Avenue3rd Floor West
New York, NY 10169
Let's put your next request to work Build your AI-powered
Build your AI-powered
operations centre.
Show us one operational workflow. See what Jaid could make possible.