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