J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans
J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans.
- J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans.
- Over 10 million customers are using Wealth Plan to update plans, get assistance to stay on track and get closer to their dreams.
- Customers have created more than double the number of total plans than in the whole history of J.P. Morgan U.S. wealth management before Wealth Plan.
- The Wealth Plan team, now under Ranjit Samra, who was leading the engineering and build-out of Wealth Plan, continues to make improvements in the tool.