J.P. Morgan Wealth Plan™ Recognized as Best Digital Initiative and Best Use of Technology
June 05 2023 - 10:30AM
Business Wire
Banking Tech USA Awards Honored Wealth Plan for
Expanding Access to Wealth Management
J.P. Morgan Wealth Management’s Wealth Plan was recognized as
Best Digital Initiative and Best Use of Technology in Wealth
Management in the 2023 Banking Tech USA Awards. Since launching in
December 2022, Wealth Plan has helped millions of customers make
smart money decisions and plan for their goals.
Wealth Plan is a free digital money coach that helps users plan,
save and invest, all in one place. The tool is available to all
Chase clients and provides users a full view of their finances,
including accounts outside of Chase. It also allows them to set
goals, get personalized step-by-step guidance to help reach them
and schedule a video meeting and collaborate with an advisor right
in the app.
“We are very proud of this recognition. Money is emotional and
managing it can be difficult without the right tools. We know from
behavioral science that people tend to focus on their current
financial situation rather than the future,” said Sam Palmer, Head
of Product and Experience at J.P. Morgan Wealth Management. “With
Wealth Plan, customers can build short-term habits that guide
long-term behaviors. The tool offers a full picture of the client’s
finances and empowers them to take actionable steps towards their
goals, at their own pace and from the comfort of their homes.”
All Chase clients can access Wealth Plan free of cost by
clicking on the ‘Plan & track’ tab in the Chase Mobile app or
on Chase.com.
Wealth Plan continues to earn recognition for its impact on the
industry in just months since its launch. Earlier this year, Wealth
Plan was named Best Personal Finance Product in the 2023 FinTech
Breakthrough Awards. J.P. Morgan Wealth Management also ranked #1
in Customer Satisfaction with Wealth Management Digital Channels in
the J.D. Power 2022 U.S. Wealth Management Digital Experience
Study.
For more information about Wealth Plan by J.P. Morgan visit
www.jpmorgan.com/wealthplan
The Banking Tech USA Awards recognize outstanding achievements
in the banking and fintech industries. Read more about the 2023
accolades here.
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management
business of JPMorgan Chase & Co., a leading global financial
services firm with assets of $3.7 trillion and operations
worldwide. J.P. Morgan Wealth Management has ~5,100 advisors and
~$691 billion of assets under supervision. Clients can choose how
and where they want to invest. They can do it digitally, remotely,
or in person by meeting with an advisor in one of our more than
4,700 Chase branches throughout the U.S., or in one of our 30
offices. For more information, go to www.jpmorgan.com/wealth and
follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on
LinkedIn.
JPMorgan Chase & Co. recently acquired First Republic. The
firm’s wealth-management business will eventually be incorporated
in J.P. Morgan Wealth Management.
LEARN MORE ABOUT OUR FIRM AND
INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
INVESTMENT AND INSURANCE PRODUCTS
ARE:
• NOT FDIC INSURED • NOT INSURED
BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR
OTHER OBLIGATION OF, OR
GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS
AFFILIATES
• SUBJECT TO INVESTMENT RISKS,
INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
IMPORTANT: The projections or other information generated by
Wealth Plan regarding the likelihood of various investment outcomes
are hypothetical in nature, do not reflect actual investment
results and are not guarantees of future results. Results may vary
with each use and over time.
Banking Tech USA Awards winners (Published 1 June 2023) are
selected by a panel of judges who evaluated the nominations based
on criteria including their results and impact. Nomination fee paid
to organizer at time of submission. Study conducted between March
23, 2023–April 24, 2023. For more information, visit:
https://informaconnect.com/banking-tech-awards-usa/nomination-guidelines/
FinTech Breakthrough Award winners (Published 23 March 2023).
are selected based on an in-depth research methodology and
proprietary scoring system that includes six objective criteria,
including product functionality, ease-of-use, technological
innovation and impact. Companies do not pay a fee to be considered
or placed on the list of FinTech Breakthrough Award winners. Less
than 10% of candidates reviewed receive an award. The FinTech
Breakthrough Awards do not evaluate the quality of services
provided to their clients or customers and is not indicative of the
Company’s future performance. Fee paid to publisher for licensing
use of materials after ranking announced. Study conducted between
October 1, 2022–January 11, 2023 . For more information, visit
https://fintechbreakthrough.com/judging-process/
J.P. Morgan Wealth Management received the highest score in the
J.D. Power 2022 U.S. Wealth Management Digital Experience Study℠,
which measures satisfaction with wealth management websites and
mobile apps (Published 22 November 2022). The independent study was
conducted between June – August 2022 and is based on responses from
6,375 full-service and self-directed investors, and the evaluated
firms do not pay to participate. The ranking shown here may not be
representative of all client experiences because they reflect an
average or sampling of the client experiences. Each individual
client’s experience may vary. License fee paid to publisher for use
in promotional materials. Visit jdpower.com/awards for more
details.
J.P. Morgan Wealth Management is a business of JPMorgan Chase
& Co., which offers investment products and services through
J.P. Morgan Securities LLC (JPMS), a registered
broker-dealer and investment adviser, member FINRA and SIPC.
Insurance products are made available through Chase Insurance
Agency, Inc. (CIA), a licensed insurance agency, doing business as
Chase Insurance Agency Services, Inc. in Florida. Certain custody
and other services are provided by JPMorgan Chase Bank, N.A.
(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the
common control of JPMorgan Chase & Co. Products not available
in all states.
© 2023 JPMorgan Chase & Co.
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Media Contact Jami Tanner jami.tanner@jpmorgan.com
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