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.

Our service professionals average over 10 years of experience with J.P. Morgan.

94%

OF CLIENTS RATED THEIR J.P. MORGAN SERVICE EXPERIENCE BETTER THAN OTHER BANKS THEY DO BUSINESS WITH1

98%

OF CLIENTS ARE DELIGHTED OR SATISFIED WITH THEIR CLIENT SERVICE ACCOUNT MANAGER1

 

Follow-the-sun support network to help clients meet both global and local needs

  • Presence in 35+ countries

  • Services in ~20 languages

  • Designated points of contact with additional solution center support

  • Digital tools and capabilities to optimize the client experience including J.P. Morgan Access Virtual Assistant, J.P. Morgan Payment Tracker, client analytics and more

  • Real time feedback channels to stay connected 

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.

Since January 2018, we have completed more than 38,000 implementation projects containing more than 320,000 product implementations across 23 countries in 4 regions.4      

14,000+

END TO END IMPLEMENTATIONS IN 2019

90%

OF CLIENTS RATED THEIR J.P. MORGAN IMPLEMENTATIONS EXPERIENCE BETTER THAN OTHER BANKS THEY DO BUSINESS WITH3

 

 

Increasing Operational Efficiency

The newly-launched Data Once™ 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.

View the Text Version

KEY BENEFITS

Speed

Accelerates your implementation lifecycle and allows you to start using our products and services sooner. 

Simplification

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

Efficiency

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

Visibility

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

1.FY 2019 J.P. Morgan Treasury Services Global Client Service Experience Touch-Point Survey 
2.FY 2019 TS Deal Manager
3.FY 2019 J.P. Morgan Treasury Services Global Implementations Touch-Point Survey
4.September 2020 TS Deal Manager