JP Morgan Chase: Connect Suite of Applications

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Our UX work was primarily the build of the Connect suite of applications: Over 100 Asset Management applications covering all aspects of day-to-day management: Portfolio, Trading, Risk, Compliance, Fees, Onboarding, Trust & Estates, Brokerage, Consumer Wealth planning, Tax Lots, Managed Accounts, and Auto-generation of Statements.

For example, the Positions application is the primary view for all financial positions of a client or account group. Used by 80% of of the portfolio managers in Wealth Management, the Positions application is the foundation for fast information and solid decision making.

In addition to the UX design of dozens of new and legacy applications, we conducted testing, working groups, wire framing, prototyping, managed the UX guidelines and conducted division-wide UX workshops. We worked within the organization to assist teams in building optimal applications, and were evangelists for the best UX practices.

The Governance Committee was were the pre-launch approval milestone for applications’ business strategy, engineering and UX design. Teams demonstrated their application candidates as a pre-launch requirement, and made adjustments where applicable. This quality control was instrumental in promoting the best possible quality of tools for their users.

Applications Produced:
Portfolio Manager
App Manager (Customizable application library interface)
Call Recognition
Client Onboarding
Client Review (Private client overview application)
Conversations (Tracking application for client meetings and correspondence)
Document Management
Document Viewer
Fees (Client fees management application)
Instrument Details
Lead Allocation
Metrics (Instrument metrics viewer)
MyBook (Dashboard application for Portfolio Managers)
New Business Memo (Prospect tracking application)
Profile Management and Viewer
Review Builder (PDF generation application for client accounts)
Tax Harvesting
Tickets (Trading initiation for seven asset classes)
Who to Call (Multi-point instrument resource for Portfolio Managers)


Teams Involved:
Executive Management
Tech Management
User Experience
User Testing
Portfolio Manager User Groups