Investor Day 2023
We work closely with the rest of the Firm to deliver value to our clients
PAYMENTS IS INTEGRAL TO OUR
FIRMWIDE SUCCESS...
Excerpt from Investment Banking section
Client needs
Private capital funding Business expansion Take public Debt and equity funding Strategic growth Shareholder value
Private
Debt
issuance
Equity
follow-on
Cross-border
Defense
Investment
Banking
EPP
M&A
IPO
M&A
Spin
off
Commercial
Banking
Lending
Payments
Identifies potential Direct loan
targets and buyers
Liquidity & Account Solutions
Identifies mid-sized
opportunities
Manages
spin-off entity
Payments & Commerce Solutions
8
Private Bank
Lending
Investment Solutions
Wealth Advisory
Equity mgmt.
(Global Shares)
Raises private
capital for IPO
Manages
founder wealth
Markets
FX & Hedging
Research
Provides loan to
investor clients
Syndicates and places
securities
Provides corporate
derivatives
...AS WE PARTNER WITH OTHER BUSINESSES
ACROSS CLIENTS' LIFECYCLE
One Client Strategy
With IB and CB...
Coordinated client coverage and solutioning
Product innovation and co-creation
Client Lifecycle Engagement
Day-to-day flow relationship maintains client dialogue and enhances
economics
Solutions to help clients grow and expand internationally
Securities
Services
Global Custody
Ongoing client touchpoints with flow businesses across JPM strengthen relationships and
keep us top of mind when strategic activity occurs
Cross-LOB Partnerships
With Markets: FX Payments
With CCB: Data & Analytics, Payment Network Relationships, Small Business
With Firmwide Centers of Excellence: Client Onboarding and KYC,
Technology (e.g., Cloud), AI/ML
JPMORGAN CHASE & CO.
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