Client: JPMorgan Chase
TECHNOLOGY
- Salesforce Grants Management Package
- Salesforce Platform
- Salesforce Experience Cloud
QUOTES
“CloudMasonry understands that it’s not a transaction, it’s a relationship. With their delivery methodology, nimble team, and model of constant support, I’d hire them again and again, and have recommended them for other projects across the firm.”
VIVIAN INYA | Executive Director, Head of Business Management | Corporate Responsibility, JP Morgan Chase
ABOUT CLIENT
JPMorgan Chase & Co. is an American multinational finance corporation headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States and the world’s largest bank by market capitalization as of 2023.
NEED
The JPMorgan Chase (JPMC) Corporate Responsibility team has 10 different business units that cover initiatives such as global philanthropy, sustainability, research and policy, government relations, etc. The vast majority of the Corporate Responsibility team have never used Salesforce or were leveraging it in a very minimal and unscalable capacity.
APPROACH
CloudMasonry embarked on a Salesforce digital transformation journey to allow the organization to answer questions such as:
- How much of JPMC’s 2021 corporate grants were directed toward businesses / organizations that focus on affordable housing in low-income neighborhoods?
- How are we tracking our firmwide commitments on the amount of investment towards organizations that align with our ESG initiatives?
- Can our Grants Managers collaborate with our Grantee partners in quantifying metrics/outcomes that help us understand where our funds are most impactful.
OUTCOME
JPMorgan’s Corporate Responsibility team now runs on Salesforce as a shared system across all ten of its business units, in place of minimal or disconnected tooling. Grants managers can collaborate directly with grantees to quantify outcomes and fund impact, and leadership can answer questions it could not answer cleanly before, such as how much of a given year’s corporate grants supported affordable housing, or how firmwide investment commitments track against ESG goals. The centralized data model gives the team a single, consistent view of its philanthropy, sustainability, and policy work that the wider organization can build on.
- One shared Salesforce system across all ten Corporate Responsibility business units.
- Grants managers and grantees collaborating directly to quantify outcomes and fund impact.
- Leadership able to report on grant allocation and ESG-aligned commitments with confidence.
- A centralized data model the wider organization can build on.
