The JPMorgan Chase project team will design and deliver the capability to capture and edit customers’ financial priorities and make product recommendations for JPMorgan’s 47 million active mobile customers. This capability will generate personalized content/resources for customers based on their financial priorities, which will improve marketing efficacy and customer engagement and retention with the Chase mobile app. All student team members will become JPMC 2023 Summer Interns based in Chicago, Il.
JPMorgan has nearly 50 million mobile active users with the Chase app and a customer-base that includes 1 in every 2 households. Creating a personalized digital experience is a proven capability that increases digital engagement, retention and revenue. However, because banking is a highly regulated and customer sensitive industry, Chase cannot rely solely on more widely known approaches to digital personalization strategies experienced in the entertainment and ecommerce industries, respectively. Therefore, Chase needs to develop a transparent and effective method for customers to input and update their financial priorities that can be used to make product and content recommendations within the app.
The 2023 student team will develop a user experience and recommendation engine that efficiently gathers information about a client’s needs and goals through user engagement and matches their interests with products and services. The tool will be built as a standalone proof of concept system built on AWS that can later be integrated into the JPMorgan banking app. Students on this project will develop a client interaction strategy and implement a mapping engine to identify appropriate products/services, and the technical infrastructure to implement it. We have a strong preference for students who can demonstrate excellent development skills, apply knowledge/understanding of digital client interaction, and use design thinking methodologies.
Better understanding of our clients’ needs will allow us to enhance our relationship with clients and extend the sales of products and services we offer.
Human Behavior (1-2 Students)
Specific Skills: Develop multiple optimal strategies to engage clients across various technology platforms.
Students must be prepared to participate in technical development as well as client experience.
Likely Majors: SI, COGSCI / CS minor, BBA (marketing) / CS minor
Front End / Back End Programming (2-3 Students)
Specific Skills: General Programming skills, good software engineering practice and design. Willingness to quickly develop new tech stack skills.
EECS 281 (or equivalent) is required.
Likely Majors: CS, DATA
Business Systems Development (1-2 Students)
Specific Skills: Analyze business system and develop improvements.
Students should have completed EECS 280 plus higher- level business courses in business systems and marketing.
Likely Majors: BBA with CS minor, CS with BBA minor
Vice President, Personalization and Customer Insights
Doug has been at JPMorgan Chase for over 5 years, working in the Personalization & Customer Insights product. Since January of 2021, Doug has been technology lead for the Customer Priorities Platform – a system that collects and aggregates customer financial priorities in order to personalize user experiences tailored to those priorities. Prior to this, Doug was a development lead for a team that built out the Insight Engine – a back-end system that generates observations and recommendations on users’ spending, saving, and investing. Prior to JPMorgan Chase, Doug worked for 12 years at Bank of America on a foreign exchange system, as a development lead and as a developer. In his spare time, Doug likes to spend time with his family, travel, go on long bike rides, and play his guitar.
Associate, Personalization and Customer Insights
Executive Director, Wholesale Loan Technology
Todd is based in Chicago, Illinois and has been with the firm for over 24 years portraying many roles from application development to multi-year program management involving architecture required to support numerous lines of businesses and products. Mr. Ippen is presently the Head of Loan Servicing, Digital Loans, and Collateral Technology. In addition, Mr. Ippen was responsible for the technical build and roll-out of the firm’s strategic loan platform to international countries in Europe, Latin America, and Asia. Outside of his day-to-day activities, Mr. Ippen is the JP Morgan Captain for University of Michigan recruiting and is a member of two Chicago Technology Leadership Work streams (Recruiting & Global Innovation). Mr. Ippen is also the Chicago Tech Center University Recruiting Lead for all College Entry Level Software Engineering Programs (Internships and Full Time). In his free time, Mr. Ippen enjoys spending time with his wife and two children travelling, boating, skiing, and attending various sporting activities.
David is a Toby Teorey Collegiate Lecturer in the Computer Science and Engineering Department. David brings his passion for accessible design to the courses he teaches, including ENG 100: Gaming for the Greater Good, and EECS 495: Accessible Software Systems Design. He holds degrees in both mechanical engineering and computer science, with a PhD in computer science. David is an experienced MDP mentor.
Course Substitutions: CE MDE, ChE Elective, CS Capstone/MDE, DS Capstone, EE MDE, CoE Honors, IOE Senior Design, SI Grad Cognate
Due to JP Morgan’s employment requirements, this project is open to US Citizens/Permanent Residents/DACA only
IP/NDA: Students will sign the JPMC IP/NDA agreement
Internship/Summer Opportunity: Summer 2023 Internships (in Chicago, Il.) are guaranteed and required for all students who match to this project team. Every student who accepts an offer to join this project team must also accept a summer internship from JP Morgan.
- All project students must participate in the JPMorgan summer internship program, and will be based in Chicago if public health permits, otherwise remotely.
- All students must
- Have cumulative University of Michigan GPA > 3.0
- Pass a background and drug test
- MDP project offer letters will include required dates, compensation, and other conditions of the internship. Students will have 10 days to accept or reject their combined MDP/JPMC offer.
David has been at JPMorgan Chase & Co. in the Personalization & Customer Insights product for over 2 years since joining as an SEP out of the University of Michigan. In 2022, David worked on cross cutting exploratory proof of concept projects for the Personalization & Customer Insights product in addition to his role as a developer with the Customer Priorities Platform – a system that collects and aggregates customer financial priorities in order to personalize user experiences tailored to those priorities. Prior to this, David was a developer on the team that built out the Insight Engine – a back-end system that generates observations and recommendations on users’ spending, saving, and investing. During his time at Michigan, David participated in the MDP Program with JPMorgan Chase & Co. on the Realtime Batch Monitoring Dashboard. In his spare time, David enjoys playing soccer, sailing, and watching college football.