JP Morgan Chase LLM Mobile for bankers on the move
JPMorgan Chase is the largest bank in the United States and one of the world's largest financial institutions, with $3.9 trillion in assets and operations in over 100 countries.
Business Results
2024
Enterprise-wide rollout delivering AI-assisted productivity on mobile devices
#1
American Banker's Innovation of the Year 2025, Grand Prize
2
Phone and tablet form factors, designed within a unified design system
MVP+
Roadmap spanning multiple MVP phases from concept to production release
My Role
I led UX strategy to expand the desktop AI platform into a mobile and tablet experience for bankers on the go. Based on discovery and user interviews, I designed a secure mobile interface for Managing Directors and VPs to handle sensitive client data outside the office — focused on mission-critical tasks: summarising meetings, querying live data during client sessions, and managing high-stakes communications with full enterprise security.
UX Strategy
Directed mobile UX strategy for the LLM project, defining roadmap spanning MVP phases
Research & Analysis
Conducted user interviews and competitive analysis to synthesize insights into design principles
Product Strategy
Guided product strategy and design delivery aligning business objectives with user outcomes
Stakeholder Alignment
Collaborated with stakeholders in workshops to align business goals with user-centered design
AI conversations for each form factor
9:41
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AI
LLM Assistant
Enterprise • Secure
AI
Hi! I'm your AI assistant. How can I help you today?
Summarize the Q3 earnings call for Financial Sponsors
AI
Market analysis
Client research
Deal comps
Ask me anything...
AI
LLM Assistant - Enterprise
Conversations
Q3 Financial Sponsors
Summarize the Q3 earnings...
Market Analysis
What are the key trends...
Client Research
Find recent deals in...
Q3 Financial Sponsors Analysis
AI
Hi! I'm your AI assistant. I can help you analyze data, research clients, and prepare for meetings. What would you like to explore?
EA
Summarize the Q3 earnings call for Financial Sponsors division
AI
I'll analyze the Q3 earnings call for Financial Sponsors. Here are the key highlights:
• Revenue up 12% YoY driven by increased M&A activity
• Strong performance in leveraged finance
• New client acquisitions in mid-market segment
Would you like me to dive deeper into any specific area?
Ask a follow-up question...
↑ Tablet view shown above Interactive on larger screens
Design System Contribution
New conversation UI components were contributed back to the Salt Design System, becoming reusable across all future AI surfaces at the firm. This work established firm-wide standards for enterprise AI on mobile, extending the project's value beyond the LLM platform itself.
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