J.P. Morgan

Enterprise UX & CMS transformation built on Adobe Experience Manager.

I started without technology on purpose.

Instead of letting the CMS define the problem, I sat with content, product, sales, and engineering teams and asked one question: what does success look like for you?

The answer wasn't conflict — it was misalignment. Every team had clarity on their own piece, but no one had a shared picture of how sales readiness actually worked end-to-end. That gap was the real problem.

So we built one. A UX strategy grounded in shared outcomes — how content moves, how sales teams use it, how it gets supported, and how it grows over time.

Adobe Experience Manager was a J.P. Morgan partner, and we pushed the CMS to the edge, but not as infrastructure, as an enabler. A foundation built for today that could scale by role, region, and whatever comes next.

The last step was making it land with leadership. No features, no architecture decks — just simple experience models and future-state stories that showed what changes because AEM exists.

The result: a model leaders could champion, teams could execute, and the org could scale globally. The technology never drove the strategy. The people did.

Outcome

Improved sales readiness & content production for 20,000+ users

Year

2025

Industry

Financial Services

Client

J.P. Morgan

Type

Content Management, Operations, User Experience, Presentations

Executive narrative used to align teams and leadership around how AEM supports sales readiness today and at scale.
Content Management, Operations, User Experience, Presentations
Defining how Content Fragments and Templates simplified workflows clarified the power of AEM — at scale.

Presenting executives with a Futurevision positioned the team to operate ahead of the competition, and the opportunity to align the entire organization with Adobe's roadmap.

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