Client Profile

JPMorganChase annually communicates its business goals to employees in a strategy document called the “roadmap.” A key, ongoing objective of the bank is cross-selling the services of its different units to major clients.


To facilitate cross-selling within the Private Banking division, CooperKatz developed an internal communications campaign to educate employees about the firm’s other service units so that they could better sell JPMorganChase’s total capabilities.


Linking the campaign to the “roadmap,” Cooper Katz created The Roadmap Rally – a five-week contest in which teams of employees competed against each other to answer a series of quizzes about the bank’s “landscape” of services. To enthusiastically engage contestants in the contest, CooperKatz designed a clever poster, which positioned each of the bank’s service units as a checkpoint on a rally map. For example, the route included “Investment Bank Canyon,” “Treasury and Securities Seacoast” and “Financial Services Village.”

More than 100 teams (800 employees) from around the world participated in the spirited rally, which senior Private Banking executives claimed was the division’s largest, most successful employee education / motivation program in memory