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ASSET MANAGERS Client Experience Initiative
J.P. MORGAN
Casey Virtual Analyst
Casey is an innovative, advisor-facing virtual assistant that transforms digital workflows to provide efficiency, transparency and quality user experience. This powerful tool changes the way advisors can engage with clients in a new, digital way. Developed in J.P. Morgan Private Bank, Casey is equipped to help advisors efficiently complete time-consuming tasks, provide investment resources, and retrieve information in real time. Whether it be a new or seasoned advisor, the platform plays an active role in helping them navigate across advisor applications by empowering
them to self-serve and complete once- manual tasks within minutes. By focusing on high-impact features that employees need on a daily basis, Casey maintains a strong adoption rate.
At the World’s Best Private Bank as named by Global Finance magazine, we’ve been working with individuals and their families for more than 200 years to help them achieve their unique ambitions and experience the full possibility their wealth can create. Whether you’re focused on building, preserving or transferring wealth, we bring you a team of specialists in planning, investing, lending and banking, carefully curated to match your goals. Drawing on generations of accumulated knowledge, we help you seize opportunities with collective experience that can mitigate risks and maximize returns. And no matter how complex your needs are, you will discover that no one outgrows the Private Bank.
privatebank.jpmorgan.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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