--- title: Tell Jules for the Financial Services Industry | Tell Jules description: Unlock savings and efficiency in financial services by empowering employees to share insights and solutions. Start your free trial with Tell Jules today. image: https://www.telljules.ai/hubfs/Jules%20Vertical%20Logo.svg --- [Skip to content](https://www.telljules.ai/industry/financial-services#main-content) - About Tell Jules - [How Tell Jules Works See the problems and fixes your people already know](https://www.telljules.ai/how-it-works) - [Idea Harvest™ See why this operations method has worked for almost three decades](https://www.telljules.ai/idea-harvest) - Use Cases - [Operational Visibility See the problems your reports never show you](https://www.telljules.ai/use-case/operational-visibility) - [Continuous Improvement Keep the improvement pipeline full between events](https://www.telljules.ai/use-case/continuous-improvement-pipeline) - [Operational Efficiency Find the quiet waste that's adding up](https://www.telljules.ai/use-case/operational-efficiency) - Industries - [Franchises Spread what your best location already figured out](https://www.telljules.ai/industry/franchises) - [Retail Hear what your store teams see every day](https://www.telljules.ai/industry/retail) - [Manufacturing Catch the floor problems your reports miss](https://www.telljules.ai/industry/manufacturing) - Resources - [Blog Get practical ideas for closing your operational visibility gap](https://www.telljules.ai/blog) - [Guides Free frameworks, templates, and tips you can put to work today](https://www.telljules.ai/resources/guides) - Company - [About Us The team and story behind Tell Jules](https://www.telljules.ai/about-us) - [FAQ Quick answers to how Tell Jules works](https://www.telljules.ai/faq) [Book a conversation](https://www.telljules.ai/book-a-call?hsLang=en) Tell Jules for financial services # Find ways to cut operating costs, straight from your employees Your teams know where rework, delays, and unnecessary expenses are costing you money. Tell Jules hears their proposed fixes and puts them in one sortable report, so you know where to focus. [Start a free trial with a team of up to 25](https://www.telljules.ai/book-a-call?hsLang=en) Built on the Idea Harvest™ methodology behind three decades of Fortune 1000 operations work, including banks. ![An iPhone on a call with Jules, with a text message showing the employee’s unique Jules code.](https://www.telljules.ai/hs-fs/hubfs/Tell%20Jules%20iPhone%20call.png?width=680&height=926&name=Tell%20Jules%20iPhone%20call.png) JulesWhat’s getting in the way of doing your work? EmployeeFiles just sit for days waiting on a sign-off that could easily be delegated. Nothing moves until someone remembers. ## Built for the teams running your financial operations Banks, credit unions, insurers, claims operations, payment processors, loan and mortgage servicers, lenders, wealth and asset management, brokerages, treasury, collections, reconciliation, underwriting support, call centers, branch networks, and back-office operations. BanksCommunity banksRegional banksCredit unionsInsurersP&C insurersHealth insurersClaims operationsPayment processorsCard operationsFintech operationsLoan servicersMortgage servicersLendersWealth managementBanksCommunity banksRegional banksCredit unionsInsurersP&C insurersHealth insurersClaims operationsPayment processorsCard operationsFintech operationsLoan servicersMortgage servicersLendersWealth management Asset managementBrokeragesTreasury operationsCollections teamsCheck processingReconciliation teamsUnderwriting supportCall centersBranch networksBack-office operationsCredit card issuersTrust & custodySettlement operationsCompliance operationsServicing centersAsset managementBrokeragesTreasury operationsCollections teamsCheck processingReconciliation teamsUnderwriting supportCall centersBranch networksBack-office operationsCredit card issuersTrust & custodySettlement operationsCompliance operationsServicing centers Why costly problems go unnoticed ## Some of your biggest operating costs are hiding in everyday work Your teams work around these problems every day. When leadership doesn't hear about them, the costs keep adding up. - ### Repeated work drives up costs Teams keep correcting the same errors, handling repeat exceptions, and paying for unnecessary services. The work gets done, but the costs keep adding up. - ### Inefficient processes cause delays Reports show how long claims, loans, and approvals take. Employees know which handoffs and extra steps slow them down. - ### Hidden workarounds create risks Employees bypass outdated processes to keep work moving. Those shortcuts can create control gaps that go unnoticed until an audit or loss. What Tell Jules does for financial services ## Find opportunities to run leaner, serve better, and reduce risk Lower processing costs Reduce customer friction Retain operational know-how Find hidden control gaps ### Find the rework and waste hurting your efficiency ratio Jules hears from employees about the manual work, repeated errors, and unnecessary expenses driving up costs, along with their ideas to reduce them. > “Every morning, files come back rejected because someone upstream left a field blank. We fix the same mistakes by hand, every day.” Processing associate ### Fix the problems driving repeat calls and customer frustration Jules hears from your service teams about what's frustrating customers and how they'd fix it, helping you reduce repeat calls and protect customer relationships. > “Customers call back two or three times because the next person can’t see what they were told before.” Call-center associate ### Find out what’s frustrating experienced employees before you lose them Your people know which processes make their jobs harder and often have ideas to improve them. Jules gives them a direct way to be heard, so you can address frustrations and retain valuable experience. > “I’ve suggested a faster way to close the books, but nothing ever comes of it. So I stopped bringing it up.” Senior reconciliation clerk ### Find risky workarounds before they become costly incidents Employees see outdated controls and shortcuts that may escape routine reporting. Jules helps bring those issues to the people who can investigate them before they lead to losses or audit findings. > “There’s a step we’re supposed to follow that slows every file down, so we’ve worked around it for months to keep up.” Processing team lead Real-life story ## One bank uncovered 3x more potential savings by hearing from employees - $75M Potential savings identified by each consulting firm - $225M Potential savings uncovered through employee insights Three consulting firms each identified approximately $75M in potential savings at a major bank. Using the full Idea Harvest™ method, the bank heard directly from employees and identified approximately $225M in opportunities. That's three times more potential savings identified through employee insights. Result of the full [Idea Harvest™](https://www.telljules.ai/idea-harvest?hsLang=en) method, not a Tell Jules guarantee. How Tell Jules works ## Seven-minute employee conversations reveal where your operation could improve [See exactly how Tell Jules works](https://www.telljules.ai/how-it-works?hsLang=en) 1. 1 ### Choose who you want to hear from Start with one team or invite employees across your business. There's nothing to install or connect to your internal systems. 2. 2 ### Jules listens to your employees In seven-minute conversations by phone or chat, Jules asks about problems, their causes, and how employees would fix them. 3. 3 ### Get everything in one sortable report Review employees' problems and proposed fixes, with guidance to help you decide what to investigate first. HIPAA and SOC 2 Conversations are handled in line with HIPAA and SOC 2. No training on your data A no-training commitment is written into the terms and conditions. You control your data Data is retained and deletable on request. Confidential or attributed You choose how responses come back to you. Jules never needs to connect to your systems. A roster goes in, and problems and ideas come back. [See how we handle trust and security](https://www.telljules.ai/privacy-policy?hsLang=en). What you get ## Every employee suggestion comes with a head start on evaluating it Each finding shows what to analyze for financial impact, the risks to consider, and which teams to involve, so your leaders can decide what deserves attention first. ![Tell Jules dashboard showing employee-reported problems with financial guidance, risk guidance, and suggested teams to involve](https://www.telljules.ai/hs-fs/hubfs/Tell%20Jules%20dashboard%20view.png?width=1274&height=672&name=Tell%20Jules%20dashboard%20view.png) Swipe sideways to see the full dashboard. Built on Idea Harvest™ Harvest Earnings’ proprietary process for bringing the problems and improvements your employees see into the open, and turning them into fixes leadership can act on. [Learn about Idea Harvest™](https://www.telljules.ai/idea-harvest?hsLang=en) Hear from every level of your business ## Find out what every level of your business knows Together, their insights help you identify improvements that might never appear in your reports. - ### Leadership See costly problems and opportunities across departments, so you can decide where to focus your resources. - ### Operations and unit leaders Find out what's causing delays, repeated work, and performance problems, along with employees' ideas to fix them. - ### The teams closest to the work Give processors, adjusters, tellers, servicers, and support teams a direct way to share the problems and solutions they see every day. FAQ ## What financial services leaders want to know before trying Jules - ### How is this different from hiring consultants? A consulting engagement samples part of the operation and prices the slice it saw. Tell Jules hears from everyone in the unit, so the problems and ideas come from the people who see them every day. The consultation offered here is a free call with the founders, a separate thing from the firm you would otherwise bring in. - ### We already have BI, exception reporting, and dashboards. How is this different? Your BI and exception reporting log what fits a predetermined field: an exception reason, a cycle time, a cost code. Tell Jules covers what has no field: the workaround a processor has run by hand for months, the vendor cost nobody has questioned, the approval step that drags every file and shows up on no report, the real reason people leave. Jules pulls those out in conversation and puts them next to the data you already track. - ### How is this different from an employee survey? A survey measures how people feel, on a set cadence. Tell Jules goes further, holding a real conversation about the specific operational problems your people see and the ideas that would fix them, so you get back actions you can take. - ### Does Jules understand real financial services operations? Yes. Jules already knows financial services: the language, how a bank, insurer, or processor runs, and where things go wrong. Your people talk exceptions, cycle time, reconciliation, or call drivers without explaining the basics, and Jules asks the right follow-ups. What comes back reads like it came from someone who’s spent time in your operation. - ### Can responses be confidential? Yes. You choose attributed or confidential. If you choose confidential, leadership only sees a summary of the problems and ideas, with no names and no way to tell who said what. - ### How do you handle privacy, data, and compliance? Jules never connects to your systems. We hold your people’s data to strict privacy and security standards, and the full detail is on our security page. We never use your data to train AI models. The conversations run on infrastructure that meets standards like HIPAA and SOC 2, and data is kept for a limited time and deleted on request. - ### Do people need an app, account, or company email? No. People call a number or open a chat. There’s no app to download, no account to create, and no company email required, so the people doing the work can take part even if they never touch a company system. - ### Does Jules work in multiple languages? Yes. Tell Jules speaks 55 languages and counting, so each person can talk in the one they’re most comfortable using and explain what they actually see instead of flattening it into a second language. - ### Will our people actually take part? People take part because it’s easy and it’s theirs. In our pilots, people tell us they enjoy talking to Jules. It listens, asks real follow-up questions, and lets them explain what they see in their own words, and for many it’s the first time someone’s asked in a way that clearly goes somewhere. - ### Does Tell Jules tell us what each problem is worth? No. Tell Jules surfaces the problem and the employee’s idea, and gives your team a starting point for the analysis worth running to size it. You decide what to act on and in what order. - ### How long does it take to set up? Setup takes about two weeks to build and test your agent for your operation. After that, problems and ideas populate in your workspace as conversations complete. Start your free trial ## What could 25 employees reveal about your operating costs? Hear the costly problems they see and how they'd fix them. Try Tell Jules free for two weeks and get one sortable report to help you identify opportunities worth investigating. [Start your free trial with up to 25 employees](https://www.telljules.ai/book-a-call?hsLang=en) [![logo (1)](https://www.telljules.ai/hubfs/logo%20(1).svg "logo (1)")](https://www.telljules.ai/?hsLang=en)  [The Problem](https://www.telljules.ai/?hsLang=en#the-problem)    [How It Works](https://www.telljules.ai/?hsLang=en#how-it-works)    [Results](https://www.telljules.ai/?hsLang=en#results)    [FAQ](https://www.telljules.ai/?hsLang=en#faq)    [Contact](https://www.telljules.ai/book-a-demo?hsLang=en) [Blog](https://www.telljules.ai/blog?hsLang=en)  © 2026 Tell Jules. All rights reserved.  [Privacy Policy](https://www.telljules.ai/privacy-policy?hsLang=en)