J.P. Morgan Collateral Design Case Study

Challenge: J.P. Morgan needed to create a suite of new mutual fund reports to communicate the Fund's performance to their clients.

Solution: Designed and developed a new 4-page performance report that became the standard for all J.P. Morgan Private Bank mutual funds.

Eventually, these reports became automated and updated on a monthly basis.

Results: J.P. Morgan was able to decrease the delivery time of their client's mutual fund investment performance via these new reports and improve overall client satisfaction. Click here to see a sample of one of these reports.

Let Boxer Communications help you with your next project. Contact us today.

"I have known Paul Schell from Boxer Communications for over ten years. Most recently, we worked together on several initiatives for J.P. Morgan including marketing materials to support the launch of one of the firm’s premier investment solutions. The team at Boxer in an extraordinary short amount of time designed world class performance reports that were approved on the first round. One component of the project involved Boxer creating, on a monthly basis, output for five portfolio performance reports. These were completed perfectly, and in painstaking detail, within incredibly tight turnaround times month after month. I would recommend Boxer Communications to anyone looking for talented, extremely creative professionals who always puts their clients first."

-- Andrea Norrito