J.P. Morgan
The Client: J.P. Morgan Wealth Management
The Project: chase.com/personal/investments
The Agency: Code and Theory
My Role: Copywriting + Brand & Product Strategy + User Testing + Client Collaboration
The Hardware: 2023 FCS Portfolio Award Gold Winner - Consumer Retail - Web
The Backstory: In a world where you can buy or sell a stock with just a tap on your phone, today's investors expect effortless, intuitive digital experiences that cater to their specific needs and personal preferences. But ease alone is not enough. Through our extensive research and close collaboration with client stakeholders and subject matter experts, we determined that convenience must be coupled with resources, tools and trusted expertise to inspire confidence and spark action. Because investing is not one-size-fits-all—it's a deeply personal process that is unique to each individual.
As J.P. Morgan Wealth Management expands its portfolio with two new product launches to better serve investors of all backgrounds and experience levels, the consumer-facing site required an end-to-end overhaul to deliver an elevated user experience that reflects the capabilities, credibility and exceptional service of a world-class financial leader. Headlines across the site experience lead with user-centric verbs that inspire action and build confidence that the firm is uniquely positioned to support their needs, now and in the future. Friendly, collaborative language invites our users to explore our offerings and educational content while reinforcing that J.P. Morgan is always at their side, every step of the way.
The Pages:
