Case Studies

JP Morgan Invest

Explore

JP Morgan is one of the UK's most innovative providers of asset management services. Seeing a need to move away from standard statements with generic booklets to produce clear, concise and personalized Pension Portfolio reports for their clients, they turned to Contac.

Inspire

Contac created personalized Pension Portfolio packs that were customized to each individual, reflecting their personal profile and portfolio and including commentary that was specific to their investments. In an effort to be clear and concise, the packs were kept short and brought in appropriate graphs to support text and tables.

Execute

The result was one of the most innovative and dynamic investment statements in the Financial Services sector. This easy to understand and personal approach, supported by supplementary data and graphs has been warmly welcomed in a market where it is often difficult for an investor to fully understand the profile and underlying performance of their investments.