Kasisto Bank
MM

Back Office Workspace

Good morning, Mock
Operations Lead · Branch Operations · Branch 14

What are we working on today?

The back-office orchestrator is signed in as you. Ask it for a client list, an onboarding, an offboarding, an adoption question, or a trend, it'll route to the right specialist and log every action.

Open onboarding plans
7
+2 since yesterday
Pending offboardings
3
1 due this Friday
Client lists ready to send
5
1,284 clients queued
Active alerts from Trends
2
Wire spike · Northeast
Quick actions

Each one opens the assistant with the starter prompt.

Specialist agents

Five jobs, one orchestrator
📋
Client Segmentation
Client lists that build themselves.
Open agent →
👋
Employee Onboarding
New hires, productive on day one.
Open agent →
🗝️
Employee Offboarding
Clean exits. Zero loose ends.
Open agent →
📊
Client Insights
Know who's thriving, and who's slipping.
Open agent →
📈
Trends
See the shift before it shows up in the numbers.
Open agent →

Priority tasks

Your upcoming work
To do
3
Offboarding
Reassign Marcus Lee's 16 client relationships
Due Fri
Onboarding
Finalize Priya Shah day-one access
Due Mon
Segmentation
Review MMA-Q3-W2 target list
This week
In progress
2
Trends
Investigate 22% wire-volume spike (Northeast)
Today
Insights
Compile Branch 7 mobile-deposit playbook
Tomorrow
Waiting on approval
2
Onboarding
Manager approval: Branch 14 teller plan
Today
Offboarding
Compliance sign-off: Marcus Lee exit
Fri

Recent activity

Audit log
  • Segmentation
    08:42
    Pushed MMA-Q3-W1 list (128 clients) to RM Sarah Cole's outreach queue.
    You
  • Onboarding
    08:19
    Created onboarding plan for Priya Shah — Teller, Branch 14, starts Monday.
    You
  • Offboarding
    Yesterday
    Reassigned 16 client relationships from Marcus Lee.
    Renee P.
  • Trends
    Yesterday
    Flagged 22% week-over-week wire-volume increase in the Northeast.
    Trends
  • Insights
    Yesterday
    Rolled mobile-deposit demo play to Branches 7 and 14.
    You
  • Insights
    2 days ago
    Benchmarked Q2 digital adoption against peer-bank baseline.
    Insights
  • Offboarding
    2 days ago
    Approved Marcus Lee offboarding plan (last day Friday).
    You
  • Segmentation
    3 days ago
    Built 'Savings-only, no MMA' segment (1,284 clients).
    Segmentation
  • Onboarding
    3 days ago
    Closed onboarding for 3 new hires across Branches 3, 9, 14.
    Onboarding
  • Trends
    Last week
    Confirmed seasonal ACH dip — no action needed.
    Trends
Fictitious data · for demo only