During my time at JPMC, I have led and contributed to a diverse portfolio of financial products, spanning customer-facing solutions and internal platforms that empower bankers. A selection of these initiatives is highlighted below.
Client Advisory Analytics
Client Advisory Analytics (CAA) is a product within Sales Enablement that enables bankers to manage their client relationships more effectively. It includes a dashboard with clickable detail modules.
CAA has saved ENTER STATS :HERE.
The process
Dashboard
Banking relationship advisors needed their clients’ scattered data consolidated into a clear, actionable dashboard. They now have one place to review the info at a glance, or can click into each individual module, for more informed, relevant, and productive client conversations.
Final design
Fraud module
The Fraud module shows detailed insights into clients’ current fraud risk, and product coverage, which helps relationship bankers sell products for increased protection.
The process
Final design
The process
Liquidity module
The Liquidity module presents an overview of clients’ current liquid cash, highlighting trends as well as any overages/charges.
Final design
The process
Treasury Review module
The Treasury Review module shows insights into clients’ cashflow usage according to the products they have, highlighting any overages and allowing bankers to propose product upgrades.
Final design
Line of business account transfers
When a company who banks with us grows to doing over $50M in sales annually, it is our goal to transfer them from a business account to a corporate account. I took previously conducted research and created a dashboard for clients to explore what a corporate account has to offer, apply for one, and stay informed throughout the process of doing so.
The process
Final design