JPMorgan Chase & Co. (JPMC) is a forward-thinking leader in the merchant-services space, but it still relies on dated, traditional marketing tools to showcase an array of payment offerings and solutions designed to change the future of payments. Stuck referencing quickly outdated PowerPoints, sales teams struggled with inconsistent messaging and confusing information. So they asked us how to showcase their products in a straightforward, flexible and innovative way that their North American sales team could use to facilitate conversations and deepen relationships with clients of all shapes and sizes.

With a budget of $200,000, we developed a sleek, modular, interactive product catalog that the team can update indefinitely as technology advances, products change or the landscape expands. It's a resource unlike anything the merchant-services line of business has ever had and will make a huge shift in their sales approach that will reflect the products themselves.

We turned half a decade of research (from interviews to white papers to case studies) into an easily digestible 90-second experience tailored to the business needs of merchants in a variety of industries. Our intuitive, benefit-driven app is accessible from anywhere and easy to expand as new products or industries are introduced, helping JPMC transform their sales approach from analog to digital.

Accessible from a tablet or laptop in the JPMC app library, the app allows users anywhere to the ways JPMC can help optimize, grow and protect their business—and then dive into the details of the products that make it possible. It’s further contextualized in an immersive physical and digital experience that we designed for the new Plano, Texas, headquarters, providing hands-on product discovery and innovation inspiration to clients, partners and internal teams.

To embody the JPMorgan & Chase Co.'s client-obsessed spirit, our experience is led by client business needs. In just three clicks, users can choose their industry, business size and interest (Optimize, Grow or Protect) and arrive at a bit of JPMC perspective on the issue and a selection of products designed to address the specific need. It's a far more natural and narrative approach to exploring products than a typical catalog—though you can easily browse all of the products with the click of a button as well.

The amount of data the app lets JPMC convey clearly, efficiently and effectively is incredible and is built on an intuitive CMS that will allow the team to update statistics and products or even add entirely new industries in the future.

Staging Link: http://chase.wild.plus

Our first-of-its-kind, interactive B2B product catalog was announced at the company’s global sales conference in Plano and soft-launched to the North American sales team of more than 1,500 people. They can now transition from analog to digital materials, using the app to sit with clients and talk through their business needs and the unique benefits only JPMC can provide to address them. Users are even able to send product information to clients directly from the app, further driving conversion. It can also be used as an outreach tool for audiences at events, trade shows or off-site meetings. The app will expand to Europe, as well, in the coming months, helping thousands of team members service millions of clients worldwide with the potential for many more to come onboard.