BranchOS
Voice-Driven CRM for the future of branch banking
Plan for Joan’s Retirement Milestone
High Priority
Joan turns 55 next month. Time to discuss catch-up contributions
Tasks to Complete:
Total time: ~20 min
Draft outreach email about retirement planning options
5 min
Schedule follow-up meeting in calendar
3 min
Prepare retirement calculator with current portfolio
10 min
Launch Workflow
Transcript
Joan I am so sorry to hear you had trouble resetting your pin.
We are all ready for you right this way
You
8:20 AM
8:20 AM
Yes, I’m having trouble with my PIN...
No worries, we can help with that!
You
8:20 AM
I saw your 20th anniversary is coming up!
Anything fun planned?
You
8:20 AM
Branch activity
Joan Bonnie
Arrived: next in queue
Paulo Rincone
Arrived: in the queue
Jim Belushi
At Teller Window 1: Deposit
Matthew Dumas
Business accounts: arriving in 2h
Who’s Joan?

Joan Bonnie
Customer since 2008
Joan has a 20th anniversary next week (May 12)
Her son is turning 16 next week and she’s interested in setting up a checking account to help him build strong financial habits.
Look around…
My Role
Senior UX Designer
Tools
Figma Salesforce SLDS
Timeline
2025
Description
A forward-looking exploration into how CRM can better serve frontline bankers through contextual workflows, intelligent automation, and voice-based interactions. Designed to reduce manual effort and reimagine banking tasks at scale.
Context
As part of a special innovation initiative at JPMorgan Chase, BranchOS explored the next generation of customer relationship management tools used across 4,800 physical branches and by over 45,000 bankers in the U.S. Frontline bankers juggle fragmented tools, repetitive data entry, and time-consuming navigation, often at the expense of personal connection with customers. BranchOS explores how voice interfaces and AI agents shifts the paradigm from manual workflows to intelligent, conversational ones. Designing a system where bankers interact through natural voice inputs, we aimed to reduce cognitive load, surface real-time insights, and let bankers focus on human relationships. Presented to CEO Jamie Dimon, the work sparked a multi-partner collaboration with Salesforce, Microsoft, and OpenAI, laying the groundwork for an industry-wide shift in how human + machine collaboration powers banking experiences of the future.
BranchOS
Voice-Driven CRM for the future of branch banking
Plan for Joan’s Retirement Milestone
High Priority
Joan turns 55 next month. Time to discuss catch-up contributions
Tasks to Complete:
Total time: ~20 min
Draft outreach email about retirement planning options
5 min
Schedule follow-up meeting in calendar
3 min
Prepare retirement calculator with current portfolio
10 min
Launch Workflow
Transcript
Joan I am so sorry to hear you had trouble resetting your pin.
We are all ready for you right this way
You
8:20 AM
8:20 AM
Yes, I’m having trouble with my PIN...
No worries, we can help with that!
You
8:20 AM
I saw your 20th anniversary is coming up!
Anything fun planned?
You
8:20 AM
Branch activity
Joan Bonnie
Arrived: next in queue
Paulo Rincone
Arrived: in the queue
Jim Belushi
At Teller Window 1: Deposit
Matthew Dumas
Business accounts: arriving in 2h
Who’s Joan?

Joan Bonnie
Customer since 2008
Joan has a 20th anniversary next week (May 12)
Her son is turning 16 next week and she’s interested in setting up a checking account to help him build strong financial habits.
Look around…
My Role
Senior UX Designer
Tools
Figma Salesforce SLDS
Timeline
2025
Description
A forward-looking exploration into how CRM can better serve frontline bankers through contextual workflows, intelligent automation, and voice-based interactions. Designed to reduce manual effort and reimagine banking tasks at scale.
Context
As part of a special innovation initiative at JPMorgan Chase, BranchOS explored the next generation of customer relationship management tools used across 4,800 physical branches and by over 45,000 bankers in the U.S. Frontline bankers juggle fragmented tools, repetitive data entry, and time-consuming navigation, often at the expense of personal connection with customers. BranchOS explores how voice interfaces and AI agents shifts the paradigm from manual workflows to intelligent, conversational ones. Designing a system where bankers interact through natural voice inputs, we aimed to reduce cognitive load, surface real-time insights, and let bankers focus on human relationships. Presented to CEO Jamie Dimon, the work sparked a multi-partner collaboration with Salesforce, Microsoft, and OpenAI, laying the groundwork for an industry-wide shift in how human + machine collaboration powers banking experiences of the future.
BranchOS
Voice-Driven CRM for the future of branch banking
Description
A forward-looking exploration into how CRM can better serve frontline bankers through contextual workflows, intelligent automation, and voice-based interactions. Designed to reduce manual effort and reimagine banking tasks at scale.
Context
As part of a special innovation initiative at JPMorgan Chase, BranchOS explored the next generation of customer relationship management tools used across 4,800 physical branches and by over 45,000 bankers in the U.S. Frontline bankers juggle fragmented tools, repetitive data entry, and time-consuming navigation, often at the expense of personal connection with customers. BranchOS explores how voice interfaces and AI agents shifts the paradigm from manual workflows to intelligent, conversational ones. Designing a system where bankers interact through natural voice inputs, we aimed to reduce cognitive load, surface real-time insights, and let bankers focus on human relationships. Presented to CEO Jamie Dimon, the work sparked a multi-partner collaboration with Salesforce, Microsoft, and OpenAI, laying the groundwork for an industry-wide shift in how human + machine collaboration powers banking experiences of the future.
My Role
Senior UX Designer
Tools
Figma Salesforce SLDS
Timeline
2025
Transcript
Joan I am so sorry to hear you had trouble resetting your pin.
We are all ready for you right this way
You
8:20 AM
8:20 AM
Yes, I’m having trouble with my PIN...
No worries, we can help with that!
You
8:20 AM
I saw your 20th anniversary is coming up!
Anything fun planned?
You
8:20 AM
Branch activity
Joan Bonnie
Arrived: next in queue
Paulo Rincone
Arrived: in the queue
Jim Belushi
At Teller Window 1: Deposit
Matthew Dumas
Business accounts: arriving in 2h
Who’s Joan?

Joan Bonnie
Customer since 2008
Joan has a 20th anniversary next week (May 12)
Her son is turning 16 next week and she’s interested in setting up a checking account to help him build strong financial habits.
Transcript
Joan I am so sorry to hear you had trouble resetting your pin.
We are all ready for you right this way
You
8:20 AM
8:20 AM
Yes, I’m having trouble with my PIN...
No worries, we can help with that!
You
8:20 AM
I saw your 20th anniversary is coming up!
Anything fun planned?
You
8:20 AM
Branch activity
Joan Bonnie
Arrived: next in queue
Paulo Rincone
Arrived: in the queue
Jim Belushi
At Teller Window 1: Deposit
Matthew Dumas
Business accounts: arriving in 2h
Who’s Joan?

Joan Bonnie
Customer since 2008
Joan has a 20th anniversary next week (May 12)
Her son is turning 16 next week and she’s interested in setting up a checking account to help him build strong financial habits.
Look around…
Transcript
Joan I am so sorry to hear you had trouble resetting your pin.
We are all ready for you right this way
You
8:20 AM
8:20 AM
Yes, I’m having trouble with my PIN...
No worries, we can help with that!
You
8:20 AM
I saw your 20th anniversary is coming up!
Anything fun planned?
You
8:20 AM
Branch activity
Joan Bonnie
Arrived: next in queue
Paulo Rincone
Arrived: in the queue
Jim Belushi
At Teller Window 1: Deposit
Matthew Dumas
Business accounts: arriving in 2h
Who’s Joan?

Joan Bonnie
Customer since 2008
Joan has a 20th anniversary next week (May 12)
Her son is turning 16 next week and she’s interested in setting up a checking account to help him build strong financial habits.
Plan for Joan’s Retirement Milestone
High Priority
Joan turns 55 next month. Time to discuss catch-up contributions
Tasks to Complete:
Total time: ~20 min
Draft outreach email about retirement planning options
5 min
Schedule follow-up meeting in calendar
3 min
Prepare retirement calculator with current portfolio
10 min
Launch Workflow