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J.P. MORGAN CHASE BANK, N.A. 1A - 2015
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J.P. MORGAN CHASE BANK, N.A. 1A - 2015
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Last modified
7/13/2016 4:03:34 PM
Creation date
7/13/2016 3:57:09 PM
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Contracts
Company Name
J.P. MORGAN CHASE BANK, N.A.
Contract #
A-2015-303
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
12/15/2015
Expiration Date
12/31/2016
Insurance Exp Date
6/1/2017
Destruction Year
2021
Notes
a-2010-204
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Dedicated Client Service Team: <br />While we enjoy the benefits of a global organization, J.P. Morgan recognizes the importance of <br />local delivery. As a J.P. Morgan client you will bp 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 time 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. Morgan, we will waive all fees for the first three full months of Banking <br />services. <br />Stability & Commitment: <br />In these turbulent and uncertain tlmes in the financial markets, it is important to do business with <br />a strong and steady financial partner like J.P. Morgan. 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 outstanding 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 rneet 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 />— �kl <br />3 <br />Amy Rutz <br />Vice President, Relationship Manager <br />3r'b4abnn Chase Bank. N.A. <br />17M5 Von Kansan Awnuc, How I. hdw. CA 9_201 <br />TClnphona; 949 -811 -4719 <br />
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