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55A - RESO - DEPOSITORY SRVS
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12/15/2015
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55A - RESO - DEPOSITORY SRVS
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Last modified
12/10/2015 4:56:37 PM
Creation date
12/10/2015 4:25:50 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55A
Date
12/15/2015
Destruction Year
2020
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Dedicated Client Service Team: <br />While we enjoy the benefits of a global organization, J.F. Morgan recognizes the importance of <br />local delivery. As a J.P. Morgan client you will be served proactively by both a dedicated Banker <br />and client service professional who will manage and respond to your day to day banking needs. <br />Amy Rutz, your relationship manager and Georgina Gomez, your client service professional, are <br />dedicated to the City's relationship and as such, your primary points of contact. Your treasury <br />sales relationship manager is Manish Patel and is dedicated to the government segment in <br />Southern California. Client satisfaction Is the key. We rank #1 among the top ten banks <br />nationwide in customer satisfaction and #1 in turnaround hme for problem resolution. <br />We also understand the importance of a smooth transition of the treasury management solutions <br />discussed in this response. The City will have a dedicated project manager to facilitate the <br />implementation of all services recommended in the proposal. In order to assist with the City's <br />transition to J.P. Moraan, we will waive afl fees for the first three lull months of nankin <br />services. <br />Stability & Commitment: <br />In these turbulent and uncertain times in the financial markets, it is important to do business with <br />a strong and steady financial partner like J.P. Mdorgan. While our competitors are continuing to <br />centralize banking service functions, we continue to maintain industry specific, dedicated support <br />and expertise. Additionally, it is equally important to have a partner that consistently maintains <br />client service resources and industry expertise. <br />Investment in Technology: <br />The financial strength of J.P. Morgan allows us to invest an average of $6 billion annually in <br />technology, enabling our clients to achieve cutstainding operating efficiencies, improved accuracy, <br />and enhanced operating margins. J.P. Morgan is among the leaders In leveraging full image <br />technology across the organization as well as utilizing internet technology to facilitate payment <br />processing. <br />On behalf of your J.P. Morgan team, we thank you for this opportunity to submit our proposal. <br />We are confident that we have presented a unique offering to help meet your overall treasury <br />management objectives. We are available to answer any questions you might have about the <br />technical capabilities, solutions, and pricing outlined in this proposal. <br />We are eager to begin a relationship with the City of Santa Ana, <br />Sincerely, <br />pf M <br />` J <br />Amy Rutz <br />Vice President, Relationship Manager <br />,IPruorgan nhmv Bark, NA, <br />17875 Von Karma awm i. 1900, L A 9261 <br />I,Jgh,w 949. 1$.,17:74 <br />55A -15 <br />
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