Client Service & Implementations

Client Service


At J.P. Morgan, client service is everyone’s job. From the moment we begin to work with you, our goal is to provide service that not only responds to your needs but also proactively finds new ways to positively impact your organization.


6000
 
PROFESSIONALS ACROSS 40 COUNTRIES SPEAKING ~20 LANGUAGES
90
 
PERCENT OF CLIENTS GLOBALLY RATE US BETTER THAN OTHER BANKS1


Our service and implementation professionals average 12 years of experience with J.P. Morgan.


Watch how we are in the process of re-imagining your banking touchpoints to ensure our every interaction with you is fast, easy and meaningful.

*Not available in all regions.

Implementations



At J.P. Morgan, we understand the importance of a consistent and timely implementation process. That is why our customer-first approach incorporates the latest technology to streamline workflows, allowing you to be as efficient as possible.


13000
 
END-TO-END IMPLEMENTATIONS EACH YEAR
83
 
PERCENT OF CLIENTS GLOBALLY RATE US BETTER THAN OTHER BANKS2


Since 2014, we have completed more than 48,000 implementation projects containing more than 190,000 product implementations across 23 countries in four regions.

INCREASING OPERATIONAL EFFICIENCY


The newly-launched Data OnceTM Portal provides you with a simple, automated and more efficient way to onboard entities, accounts and products with us, without having to submit the same information repeatedly. Start using our digitized onboarding process to streamline account opening. Not available in all regions.

Intuitive Wizard Allows you to more easily provide your data once – eliminating rekeying of information. Document Exchange A secure way to upload KYC, articles of incorporation, W2 forms, signature cards and other documentation. Dashboard View your requests and updates in real time and in one place. Electronic Approval Quickly approve your requests anywhere in the world. Straight-Through Processing Automatically parse, disseminate and apply your information throughout our systems. Data Once TM

Cut your new account opening time by up to 89%. Watch how we are automating new account openings with Data OnceTM

Not available in all regions.


KEY BENEFITS


1
Speed
Accelerates your implementation lifecycle and start using our products and services more quickly.


2
Simplification
Reduces the time spent onboarding entities, performing KYC due diligence, opening new accounts and configuring products.


3
Efficiency
Reduces paper-based, manual processes and the need to repeatedly submit the same information.


4
Visibility
Gain transparency in the implementation process by viewing updates and tracking the status of all requests in one place and in real time.



11H 2017 Global Treasury Survey Client Touch-Point Survey
21H 2017 Global Treasury Services Post-Implementation Touch-Point Survey
 

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