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Search resuls for: "David Frame"


4 mentions found


☆ JPMorgan is making a big bet on AI. Here's how its private bankers are using it.
  + stars: | 2024-05-23 | by ( Bianca Chan | Hayley Cuccinello | ) www.businessinsider.com   time to read: +6 min
JPMorgan is testing a generative AI "copilot" within its private bank, a move that is already saving advisors a couple of hours a day. AdvertisementHow Donnelly's team drives innovation in the private bankJPMorgan's private bank caters to clients with at least $10 million in assets. The unit's $974 billion in assets are managed by just over 3,500 client advisors. When the CEO of JPM's private bank tapped an advisor with little to no technical experience to lead digital product for his division, it was intentional. He didn't "want the individuals that are deciding the advisor experience and client experience not to sit amongst the front-office users," she said.
Persons: Karen Donnelly, Donnelly, Morgan Stanley, Mary Erdoes, Dan Pinto's, JPMorgan's, She's, aren't, David Frame, —, Donnelly doesn't, gunning Organizations: Service, JPMorgan, Business, Advisors, ChatGPT
☆ JPMorgan's private bank is launching a generative AI tool. A top exec walks us through her tech strategy and how she wants to transform bankers' jobs.
  + stars: | 2024-05-23 | by ( Bianca Chan | Hayley Cuccinello | ) www.businessinsider.com   time to read: +6 min
JPMorgan is testing a generative AI "copilot" within its private bank, a move that is already saving advisors a couple of hours a day. AdvertisementHow Donnelly's team drives innovation in the private bankJPMorgan's private bank caters to clients with at least $10 million in assets. The unit's $974 billion in assets are managed by just over 3,500 client advisors. When the CEO of JPM's private bank tapped an advisor with little to no technical experience to lead digital product for his division, it was intentional. He didn't "want the individuals that are deciding the advisor experience and client experience not to sit amongst the front-office users," she said.
Persons: Karen Donnelly, Donnelly, Morgan Stanley, Mary Erdoes, Dan Pinto's, JPMorgan's, She's, aren't, David Frame, —, Donnelly doesn't, gunning Organizations: Service, JPMorgan, Business, Advisors, ChatGPT
☆ How top banks like JPMorgan and Morgan Stanley train young wealth managers to work with ultra-rich clients
  + stars: | 2023-02-08 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +5 min
Private banks cater to the wealthiest clientele, who typically have at least $10 million in assets. David Frame, CEO of the private bank, is doubling down on a recruiting push. JPMorgan aims to hire as many as 1,500 new private bank advisors over the next few years, which would double its current headcount. After three years of working for Goldman Sachs, about 25 to 40 analysts from the bank's private wealth division are handpicked for its advisory program. The course culminates with three case studies that involve portfolio strategy and estate planning, as well as a written and oral exam.
☆ How top banks like Morgan Stanley and JPMorgan train young advisors to work with ultra-rich clients
  + stars: | 2022-11-23 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +5 min
Private banks cater to the wealthiest clientele, who typically have at least $10 million in assets. Wall Street banks put analysts through their paces before letting them work with the most coveted clients. David Frame, CEO of the private bank, is doubling down on a recruiting push. JPMorgan aims to hire as many as 1,500 new private bank advisors over the next five years, which would double its current headcount. The course culminates with three case studies that involve portfolio strategy and estate planning, as well as a written and oral exam.
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