Portfolio

J.P. Morgan Wealth Plan

Wealth Plan Landing Page(s)

Use case: For new/existing customers, to introduce a new all-in-one personal finance hub paired with investing.

User research: Stress simplicity, help with future planning, and a personal connection; a bird’s eye view of their financial picture.

Callout link: Lead customers to features and the sign-up page.

Digital Investing Features

Use case: For customers new to automated or self-directed investing, educate customers and increase traffic.

User research: Customers want to get started quickly/easily, have a helping hand when needed.

Callout link: Lead customers to features and the sign-up page.