wealth management division
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2019 by Zach Perret · across every show →
Everything said about wealth management division, oldest first
Dec 16, 2019 positive
Perret: Plaid landed JPMorgan Chase via its wealth management division
“With Chase we sold directly into their, to their wealth management division to help them build, kind of, wealth analysis tools for their advisors. And in, in that case, yeah, we'll sign an actually narrow MSA. And over time iterate that MSA to be many other us…”