Case Study: Orion saves thousands of hours with Jiffy

Orion saves 5,000+ hours with Jiffy

Orion, a major US-based financial services provider, faced challenges with highly manual and time-intensive back-office processes. These processes, including new account creation and monthly statement curation, required thousands of clicks, were prone to errors, and limited staff availability for higher-value work. Seeking to scale operations and improve client experience, they partnered with JIFFY.ai for an intelligent automation solution.

Jiffy implemented automation for four key processes, such as auto-creating accounts from custodian data and curating monthly statements. The solution eliminated manual intervention, reduced errors, and made operations available 24/7. The results were significant, with Jiffy's automation saving thousands of person-hours annually. In the first quarter alone, Orion saved 2,000 hours and $180,000 in resource expenditure, while also drastically reducing the time to generate notifications.

Orion