CRM for JPMorgan Chase

Project Overview

Retail bankers and financial advisors have had to use increasingly disproportionate number of applications to service their customers with none of the data tying back together. They had to juggle manual processes to keep track of their best customers, and had no method for managing their own book of business.

Due to confidentiality, please contact me at kent@kentyeung.com for more information about this project.