JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. As the largest bank in the United States and the sixth-largest bank in the world, its total assets are $2.73 trillion.
Help JPMorgan implement a digital strategy to remain competitive, bringing manual processes and print marketing onto the web. How do its sales representatives manage large liquidity accounts? Bring an otherwise manual and disenfranchised process to the digital world with a native desktop app for sales representatives to present on customer liquid assets.
Base the user interaction on Microsoft Office conventions, as well as everyday things, to reduce the learning curve. Group similar functions in the toolbar and establish a system of visual feedback.
Tested users reported a clean, easy, and intuitive interface that improved their turnaround time unified their engagement with customers, and turned an otherwise manual process into new, standardized process using digital technology.
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