Latest / The Chief Customer Officer Podcast

EP033: Building Your Own UI, Named Agents, and a Bank's AI Playbook
Jeff built seven screens of a customer success platform from one throwaway prompt, then sat in disbelief for three minutes. Jay argues he didn't build a platform at all — he built a UI, and that distinction may reshape who owns the CRM layer.
Plus: the most pragmatic AI adoption playbook either host has seen, from a 700-person bank.
KEY TAKEAWAYS
You're building a UI, not a platform: The data layer, permissions, and system of record still have to live somewhere. Generated interfaces sit on top — they don't replace it.
Make models check each other: Jeff runs Claude and Codex against the same…
The skinny
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