J.P. Morgan Wealth Management`s Wealth Plan changed into named Best Personal Finance Product withinside the 2023 FinTech Breakthrough Awards. The device, released in December of 2022, is to be had totally free withinside the Chase Mobile app and on Chase.com.
Wealth Plan is a virtual cash teach designed to assist the fifty four million digitally-lively Chase clients make smarter cash selections and plan, shop and make investments, multi functional region and at no cost. Wealth Plan offers customers a complete view in their price range, inclusive of debts outdoor of Chase, and lets in them to set dreams and get customized step-via way of means of-step steering to assist attain them. Chase clients also can time table a video assembly and paintings one-on-one with a J.P. Morgan consultant immediately inside Wealth Plan.
The FinTech Breakthrough Awards apprehend pinnacle corporations, technology and merchandise withinside the worldwide fintech marketplace. Wealth Plan changed into decided on amongst extra than 4,000 nominations across the world.
"This is an splendid accomplishment for the Wealth Plan group withinside the first six months of launching the product," stated Kristin Lemkau, CEO of J.P. Morgan Wealth Management. "To date, we've had tens of thousands and thousands of customers interact with Wealth Plan. People need a plan, specially in instances of marketplace uncertainty."
Chase clients can get right of entry to J.P. Morgan Wealth Plan every time via way of means of clicking at the `Plan & music` tab withinside the Chase app or on Chase.com. The device has had sturdy engagement withinside the few months considering the fact that launch.
"Wealth Plan empowers humans to take manage in their price range and makes the long time extra real," stated Sam Palmer, Head of Product and Experience at J.P. Morgan Wealth Management. "We have given customers a unbroken virtual revel in to devise for the destiny and music in the direction of their dreams, whether or not they paintings with a monetary consultant or make investments on their own."
J.P. Morgan Wealth Management ranked #1 in Customer Satisfaction with Wealth Management Digital Channels withinside the J.D. Power 2022 U.S. Wealth Management Digital Experience Study.
While projections created via way of means of J.P. Morgan Wealth Plan are hypothetical and do now no longer replicate destiny funding results, customers can see how they're monitoring in the direction of their targets and the way adjustments nowadays can have an effect on them. Results might also additionally range with every use and over time. For extra facts approximately Wealth Plan via way of means of J.P. Morgan Wealth Management go to www.jpmorgan.com/wealthplan
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth control commercial enterprise of JPMorgan Chase & Co., a main worldwide monetary offerings organization with belongings of $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has extra than 5,000 advisors and ~$647 billion of belongings below supervision. Clients can select how and in which they need to make investments. They can do it digitally, remotely, or in individual via way of means of assembly with an consultant in certainly considered one among our extra than 4,seven-hundred Chase branches in the course of the U.S., or in certainly considered one among our 30 offices. For extra facts, visit www.jpmorgan.com/wealth and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.
About FinTech Breakthrough
Part of Tech Breakthrough, a main marketplace intelligence and popularity platform for generation innovation and management across the globe, the FinTech Breakthrough Awards application is dedicated to honoring excellence in Financial Technologies and Services corporations and merchandise. The FinTech Breakthrough Awards offer public popularity for the achievements of FinTech corporations and merchandise in classes inclusive of Payments, Personal Finance, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and extra.
FinTech Breakthrough Award winners (Published 23 March 2023). are decided on primarily based totally on an in-intensity studies technique and proprietary scoring gadget that consists of six goal criteria, inclusive of product functionality, ease-of-use, technological innovation and impact. Companies do now no longer pay a charge to be taken into consideration or positioned at the listing of FinTech Breakthrough Award winners. Less than 10% of applicants reviewed obtain an award. The FinTech Breakthrough Awards do now no longer examine the pleasant of offerings furnished to their customers or clients and isn't always indicative of the Company`s destiny performance. Fee paid to writer for licensing use of substances after rating announced. Study carried out among October 1, 2022 – January 11, 2023 .
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J.P. Morgan Wealth Management obtained the best rating withinside the J.D. Power 2022 U.S. Wealth Management Digital Experience Study of clients` typical delight with wealth control web sites and cellular apps. Visit jdpower.com/awards for extra details.
J.P. Morgan Wealth Management is a commercial enterprise of JPMorgan Chase & Co., which gives funding services and products via J.P. Morgan Securities LLC (JPMS), a registered broker-provider and funding adviser, member FINRA and SIPC. Insurance merchandise are made to be had via Chase Insurance Agency, Inc. (CIA), a certified coverage agency, doing commercial enterprise as Chase Insurance Agency Services, Inc. in Florida. Certain custody and different offerings are furnished via way of means of JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated corporations below the not unusualplace manage of JPMorgan Chase & Co. Products now no longer to be had in all states.
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