Vincent Santo
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J.P. Morgan : Digital Strategy / User Experience Vision

Scenario Overview One
  • Internally-Focused - An Associate helps a Banker
    identify 
    clients suitable for a new opportunity

Underlying Concepts
  • Mobile accessibility
  • Information aggregation and integration 
  • Workflow and team collaboration
  • Productivity features
  • Common information views
Scenario Overview Two
  • Externally-Focused - A new client personalizes her site experience, evaluates her portfolio and meets with her Banker virtually

Underlying Concepts

  • Progressive personalization
  • Robust online help
  • The un-grid, grid 
  • A better mouse trap
  • Social benchmarking