{ "docId": "019dd923-5e88-73ef-bd5a-c2f22e97fcdf", "docSlug": "b0c2ac9cab5466fb", "documentTitle": "2022 consumer community banking investor day", "authorId": "JPMorgan", "authorName": "JPMorgan Chase & Co.", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 28, "pageCount": 106, "prevPage": 27, "nextPage": 29, "slideType": "executive_summary", "function": "summarize", "density": "overcrowded", "nDataPoints": 10, "notes": "The slide uses a 3-column structure to map objectives to strengths and opportunities.", "elementsJson": [ "headline_text", "bullet_list", "icon_grid" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5a-c2f22e97fcdf/28", "deckHref": "/decks/019dd923-5e88-73ef-bd5a-c2f22e97fcdf", "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-c2f22e97fcdf.json", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-c2f22e97fcdf#slide-28", "components": [ { "bbox": { "h": 0.05, "w": 0.25, "x": 0.72, "y": 0.9 }, "kind": "image", "text": "JPMorgan Chase & Co.", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "85013ad3-5232-4b40-a50a-e44ec5cc84a7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.68, "y": 0.24 }, "kind": "list", "text": "Increase share of younger and low-to-moderate income segments; Capture more wallet share with affluent and small business clients; Continue to deliver new and improved customer experiences", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0fa7b296-e3e2-413b-bffe-484f4de66320", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.35, "y": 0.5 }, "kind": "list", "text": "1st bank in all lower 48 states with ~4,800 branches; #1 in 8 of the top 50 markets and top 3 in 23; Record high customer satisfaction in branch channel", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "72de2317-3563-471e-a8b9-708798ef4e12", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.35, "y": 0.24 }, "kind": "list", "text": "#1 Consumer & Business Bank based on retail deposits; #1 Business Bank based on primary relationships; >50% multi-product among Consumer Bank primary relationships", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b01cf046-0167-4b86-9487-903f8c919568", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.68, "y": 0.47 }, "kind": "list", "text": "Optimize branch network in mature markets; Extend branch network in high opportunity markets; Tailor local execution to serve client and community needs", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b91a9767-6895-44bd-ac00-f55465ee33b4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.35, "y": 0.72 }, "kind": "list", "text": "~4,700 advisors across multiple channels; >85% of new investors referred by bankers; 1 in 2 U.S. affluent households are Chase clients", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ce2b55bf-9d8d-4dff-b06e-d334d6fceb69", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.28, "x": 0.04, "y": 0.185 }, "kind": "list", "text": "We have clear objectives...", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cff7ad85-e9a6-40dc-8ba8-c08b01cb8ee6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.28, "x": 0.68, "y": 0.185 }, "kind": "list", "text": "...by addressing key opportunities", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d75d673a-cd86-43e0-b41d-468d909fb11a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.35, "y": 0.185 }, "kind": "list", "text": "...building from a position of strength...", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "dd4f64b6-abe2-4aad-abc5-5b07933d834e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.68, "y": 0.71 }, "kind": "list", "text": "Grow advisor base to serve more clients; Strengthen self-directed investing; Launch new remote advice channel and omni-channel wealth planning platform", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "eedebc90-ba00-4aaa-85bf-26326c2b6632", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.05, "y": 0.78 }, "kind": "paragraph", "text": "Wealth Management: Serve more of our clients' investment needs", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "48c778a5-43a5-468e-80d6-688d14e3dacc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.05, "y": 0.31 }, "kind": "paragraph", "text": "Consumer & Business Banking: Extend our leadership position", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "88e55c22-d3da-4a59-9d39-56756600af23", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.05, "y": 0.56 }, "kind": "paragraph", "text": "Branch Network: Extend and optimize presence to cover ~85% of the U.S. population", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "acd13bb9-235f-4f32-93e9-d9ed79327b1f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "We are pursuing strategies to be the bank for all, extend our presence, and grow wallet share", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0494bfda-9376-4950-bc6f-8b6d95ef3865", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "from": 26, "beatId": "e54b2b62-9aff-474d-b26c-b0350ee2db8f", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Competition", "beatSlug": "sequoia-pitch-competition", "evidence": "The document notes the competitive landscape and the company's strategy to differentiate itself.", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }