[{"data":1,"prerenderedAt":198},["ShallowReactive",2],{"uc-org-jpmorgan-chase":3},{"organization":4,"includeUnpublished":13,"evidence":14},{"slug":5,"name":6,"country":7,"region":8,"industry":9,"records":10,"useCases":11,"indexable":12},"jpmorgan-chase","JPMorgan Chase","US","north-america","banking",6,7,true,false,[15,57,87,128,148,170],{"title":16,"useCases":17,"organization":20,"vendors":22,"summary":25,"stage":26,"year":27,"channels":28,"languages":30,"metrics":32,"outcomeDisclosed":12,"sources":42,"verification":47,"grade":50,"id":51,"useCaseTitles":52},"J.P. Morgan: Coach AI for private client advisers",[18,19],"wealth-advisor-knowledge-assistant","next-best-action-for-advisors",{"name":6,"anonymized":13,"country":7,"region":8,"industry":21},"wealth-and-asset-management",[23],{"name":6,"role":24},"in-house","J.P. Morgan's private client advisers use an internal generative AI tool, Coach AI, to find research and content for client conversations more quickly. The firm's asset and wealth management chief executive credited its AI tools, which pull clients' trading patterns and anticipate their questions, with helping advisers respond to clients during the April 2025 market sell off. Its asset and wealth management chief information officer said advisers find the right information up to 95% faster. The firm's aim of growing adviser client books by 50% over three to five years is a target, not a result.","production",2025,[29],"internal-tools",[31],"en",[33],{"kpi":34,"value":35,"unit":36,"qualifier":37,"period":38,"claimant":39,"quote":40,"sourceUrl":41},"search-time-reduction",95,"percent","up-to","time to find information for a client conversation","organization","Our advisers are finding the right information up to 95% faster - which means they spend less time searching and more time engaging in meaningful conversations with clients","https://www.aol.com/news/jpmorgan-says-ai-helped-boost-170825172.html",[43],{"url":41,"title":44,"publisher":45,"date":46},"JPMorgan says AI helped boost sales, add clients in market turmoil","Reuters via AOL","2025-05-05",{"level":48,"checkedAt":49},"source-verified","2026-09-26","C","jpmorgan-coach-ai-advisers",[53,55],{"slug":18,"title":54},"AI knowledge assistant for wealth advisors and relationship managers",{"slug":19,"title":56},"AI next best action prompts for wealth advisors",{"title":58,"useCases":59,"organization":61,"vendors":63,"summary":65,"stage":66,"year":27,"channels":67,"languages":68,"metrics":69,"outcomeDisclosed":12,"sources":77,"verification":81,"grade":82,"id":83,"useCaseTitles":84},"JPMorgan Chase: AI and technology in KYC processing for commercial and investment banking clients",[60],"perpetual-kyc",{"name":6,"anonymized":13,"country":7,"region":62,"industry":9},"global",[64],{"name":6,"role":24},"At its 2025 Investor Day, JPMorgan Chase's Commercial and Investment Bank said it was using AI and technology across the client journey, including onboarding and know your customer processing, and reported a substantial fall in the unit cost of KYC since 2022. The disclosure covers KYC processing in general rather than event driven review specifically.","scaled",[29],[31],[70],{"kpi":71,"value":72,"unit":36,"qualifier":73,"period":74,"claimant":39,"quote":75,"sourceUrl":76},"cost-reduction",40,"exact","KYC unit cost, 2022 to 2025","In KYC, for instance, we've seen a 40% reduction in unit cost since 2022 due to AI and technology enhancements.","https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/events/2025/jpmc-2025-investor-day/cib.pdf",[78],{"url":76,"title":79,"publisher":6,"date":80},"2025 Investor Day, Commercial and Investment Bank transcript","2025-05-19",{"level":48,"checkedAt":49},"B","jpmorgan-chase-kyc-unit-cost",[85],{"slug":60,"title":86},"AI for perpetual KYC and event driven customer due diligence",{"title":88,"useCases":89,"organization":91,"vendors":92,"summary":94,"stage":66,"year":95,"channels":96,"languages":97,"metrics":98,"outcomeDisclosed":12,"sources":112,"verification":122,"grade":50,"id":124,"useCaseTitles":125},"J.P. Morgan Payments: Cash Flow Intelligence for corporate treasurers",[90],"treasury-cash-flow-forecasting",{"name":6,"anonymized":13,"country":7,"region":8,"industry":9},[93],{"name":6,"role":24},"J.P. Morgan Payments offers Cash Flow Intelligence, a machine learning tool in its J.P. Morgan Access platform that categorises a corporate client's payment flows and produces cash forecasts. In a Bloomberg interview relayed by CTMfile, the bank's head of data and analytics for wholesale payments said that about a year after launch roughly 2,500 corporate clients used it free of charge, and Bloomberg reported that some had cut manual work in categorising and visualising payment flows by nearly 90%, while liquidity decisions stay with people. Separately, the bank built a prototype conversational analytics assistant that lets treasurers query their payments data in plain language.",2023,[29],[31],[99,107],{"kpi":100,"value":101,"unit":102,"qualifier":103,"period":104,"claimant":39,"quote":105,"sourceUrl":106},"users-served",2500,"count","approximately","corporate clients, about a year after launch","He observed that since the AI tool was introduced about a year ago, approximately 2,500 JPMorgan corporate customers are currently using the product for free.","https://ctmfile.com/story/ai-driven-cashflow-tool-helps-corporate-clients-cut-manual-work-by-90",{"kpi":108,"value":109,"unit":36,"qualifier":103,"period":110,"claimant":39,"quote":111,"sourceUrl":106},"productivity-gain",90,"some corporate clients, manual work in categorising and visualising payment flows","Dubbed, Cash Flow Intelligence, the artificial intelligence (AI)-aided cashflow management tool launched by the largest US bank, JPMorgan Chase & Co. has helped some of its corporate clients vastly reduce their manual work by nearly 90%, as was reported last week by Bloomberg.",[113,117],{"url":106,"title":114,"publisher":115,"date":116},"AI-driven cashflow tool helps corporate clients cut manual work by 90%","CTMfile","2024-03-13",{"url":118,"title":119,"publisher":120,"date":121},"https://www.jpmorgan.com/insights/payments/data-intelligence/genai-virtual-analytics-assistant-treasury","Conversational Analytics, Virtual Assistants & GenAI in Corporate Treasury","J.P. Morgan","2023-12-20",{"level":48,"checkedAt":123},"2026-09-27","jpmorgan-cash-flow-intelligence",[126],{"slug":90,"title":127},"AI cash flow forecasting for corporate treasury",{"title":129,"useCases":130,"organization":132,"vendors":133,"summary":134,"stage":26,"year":95,"channels":135,"languages":136,"metrics":137,"outcomeDisclosed":13,"sources":138,"verification":143,"grade":82,"id":144,"useCaseTitles":145},"J.P. Morgan: AI payment validation screening that cuts account validation rejections",[131],"payment-investigations-and-exceptions",{"name":6,"anonymized":13,"country":7,"region":62,"industry":9},[],"J.P. Morgan says it uses AI powered large language models for payment validation screening, which it describes as speeding up processing by reducing false positives and enabling better queue management. In November 2023 the bank said it had used this for more than two years and that account validation rejection rates had fallen by 15 to 20 percent, alongside lower fraud and a better customer experience. Screening at validation works on preventing payment exceptions rather than on investigating payments already in trouble.",[],[],[],[139],{"url":140,"title":141,"publisher":120,"date":142},"https://www.jpmorgan.com/insights/payments/payments-optimization/ai-payments-efficiency-fraud-reduction","AI Boosting Payments Efficiency & Cutting Fraud | J.P. Morgan","2023-11-20",{"level":48,"checkedAt":123},"jpmorgan-payment-validation-screening",[146],{"slug":131,"title":147},"AI for payment investigations and exceptions",{"title":149,"useCases":150,"organization":152,"vendors":153,"summary":155,"stage":26,"year":156,"channels":157,"languages":158,"metrics":159,"outcomeDisclosed":13,"sources":160,"verification":165,"grade":82,"id":166,"useCaseTitles":167},"J.P. Morgan AI Research: synthetic financial datasets for AI research and development",[151],"synthetic-test-data-generation",{"name":6,"anonymized":13,"country":7,"region":8,"industry":9},[154],{"name":6,"role":24},"J.P. Morgan AI Research develops generators for realistic synthetic datasets in financial services and makes them available to researchers on request. The published sets cover anti money laundering customer traces, retail customer journeys, payments data for fraud detection, market order books, synthetic documents for layout recognition and simulated equity market data. Its documented method computes metrics on the real data, builds and optionally calibrates a generator (statistical or agent based simulation) and then compares the metrics of the synthetic and the real data. No business outcome figures are published.",2020,[29],[31],[],[161],{"url":162,"title":163,"publisher":164},"https://www.jpmorgan.com/technology/artificial-intelligence/initiatives/synthetic-data","Synthetic Data","JPMorganChase",{"level":48,"checkedAt":49},"jpmorgan-synthetic-data-research",[168],{"slug":151,"title":169},"AI for synthetic test data generation",{"title":171,"useCases":172,"organization":174,"vendors":175,"summary":179,"stage":26,"year":180,"channels":181,"languages":182,"metrics":183,"outcomeDisclosed":12,"sources":184,"verification":193,"grade":50,"id":194,"useCaseTitles":195},"JPMorgan Chase: AI generated marketing copy with Persado",[173],"marketing-content-compliance-copilot",{"name":6,"anonymized":13,"country":7,"region":8,"industry":9},[176],{"name":177,"role":178},"Persado","platform","After a pilot on Card and Mortgage marketing that started in 2016, JPMorgan Chase signed a five year, enterprise wide agreement in 2019 to use Persado's AI to write copy for direct response campaigns in personal banking, home lending and wealth management and for digital advertising. The pilot used Persado's Message Machine, a marketing language knowledge base of more than one million tagged and scored words and phrases, and the announcement does not describe how copy passes the bank's marketing compliance review.",2019,[29],[31],[],[185,189],{"url":186,"title":187,"publisher":177,"date":188},"https://www.persado.com/press-releases/jpmorgan-chase-announces-five-year-deal-with-persado-for-ai-powered-marketing-capabilities/","JPMorgan Chase Announces Five-Year Deal with Persado For AI-Powered Marketing Capabilities","2019-07-30",{"url":190,"title":191,"publisher":192},"https://www.marketingdive.com/news/jpmorgan-chase-inks-5-year-deal-to-generate-marketing-copy-via-ai/559836/","JPMorgan Chase inks 5-year deal to generate marketing copy via AI","Marketing Dive",{"level":48,"checkedAt":49},"jpmorgan-chase-ai-marketing-copy",[196],{"slug":173,"title":197},"AI copilot for marketing content with compliance pre review",1790598320427]