Payables
How many categories are in through correspondence indexing (lockbox)?
13
When is the proper time to notify the deal team about a new opportunity?
As soon as the opportunity has been sourced
Name the two online banking platforms that JPMorgan offers?
Chase Connect
JPMorgan Access
What percent of fraud originates for checks?
When was InstaMed acquired? (month and year)
July 2019
What resource from JPM should be brought in when a customer wants a deeper explanation of a specific solution?
PSS - Product Sales Specialists
What award did JPMorgan win in 2021 for its broad coverage, digital-first strategy and commitment to sustainability?
Global Finance's 2021 Best Bank in the World
Name the payables approval process that is offered within Chase Connect for added security
Duel Control
Name the solution that allows a client to scan a check at their office?
Remote Lockbox Capture
Name three titles that would make up a deal team.
InstaMed Rep, JPM Banker, TMO
How much did JPM invest in technology in 2020?
12 Billion
Name one ERP system that JPMorgan offers connectivity with.
Oracle
Netsuite
QucikBooks
Expensify
Name three online channels where patients can pay through InstaMed
Name two benefits of having a Chase DDA for InstaMed clients
Same Day Deposits
Free Chase Connect for a year
What are the two Chase Connect pricing levels?
Chase Connect Core ($300)
Chase Connect Plus($500)
What are the three goals that JPMorgan help clients build in their payables strategy
Reduce Processing Cost
Improve working Capital
Rebates
What healthcare services tools reconciles a practices bank account to their practice management systems?
Reconciliation Manager Enterprise
What title did Brandon and Kelly use when selling Chase Connect and InstaMed?
Healthcare Treasury Consultant
Where are three of the four lockbox facilities
Dallas
Chicago
Brooklyn
Detroit