Laserfiche WebLink
Prop osall for the City of Santa Anna <br />J.P.Mor (ran <br />Sank Report Cards, Service Pians and Relationship Reviews <br />J.P. Morgan's Treasury Services (TS) continues to be a leader in the development of client - <br />specific measures of service quality and relationship management. The value of these client <br />specific performance reporting and analysis programs has been frequently cited as a key <br />differentiator relative to our competitors, in addition to providing an ongoing view of our <br />performance relative the client's expectations, these plans ensure ongoing communication <br />between the bank and the client and continuous process improvement. <br />Market Research <br />Through syndicated and proprietary research, such as the Phoenix Hecht Cash Management <br />Monitor, Ernst and Young Cash Management Survey, Greenwich Corporate Cash <br />Management Study and targeted in- person interviews, we validate our performance against <br />key competitors and ensure that business strategies are linked to 'trends within our target <br />markets. <br />Touch Paint Reviews <br />The Client Experience and Touch Point Review meetings are cross functionai forums that serve <br />as platforms to jointly review key performance indicators, client specific satisfaction results, <br />upcoming changes and events and escalated issues or opportunities. On a monthly basis, senior <br />and mid -level managers representing Treasury Services operations, technology, product <br />management, client services and implementation meet with one key objective, identification of <br />opportunities that contribute to an improved experience for our clients. <br />=h, a M , th. 'l '? w v, N , n n u ^0 iM oolaf "" <br />Prior to implementation, the City will be required to execute documents that address account <br />opening and the specific services that the City will use. Please refer to Appendix 7 for samples of <br />applicable agreements. <br />I i I I <br />With the exception of printing new check stock, which will be coordinated with your client service <br />professional, there will be no charge for any of the items listed above. <br />Check stock can be printed through our vendor to help improve accuracy and guarantee competitive <br />pricing for the City. <br />Pane 50 <br />55A -70 <br />