All Country
A twine-wrapped stock feed item that weighs about 50 pounds.
What is a bale of hay?
A collaborative tool used by advisors to analyze a client's progress toward their goals.
What is Wealth Plan?
A data-collection tool used by bankers that has 5 fact-finding questions.
What is Discover Needs?
The partner that works with business owners who have at least $1 million in revenues and $100,000 in deposits.
Who is the Business Relationship Manager?
The maximum percentage discount on a mortgage interest rate for bringing over outside assets.
What is 1%?
A stocky, all-American horse breed that is the most popular breed in the US.
What is a Quarter horse?
A type of insurance that pays a cash benefit if you become cognitively impaired.
What is indemnity long-term care insurance?
A branch-based measurement that is meant to gauge customer experience and represents 10% of the branch scorecard.
What is OSAT?
Our most popular business credit card that offers 2.5% cash back.
What is the Ink Business Premier credit card?
The mortgage program that allows Chase to qualify clients based on assets alone.
What is Asset Advantage?
A key driver of success on ranches all over the US, numbering approximately 600,000.
What are cowboys?
The measurement of risk that shows how far actual performance can differ from the average expected return.
What is Standard Deviation?
An elite credit card for Chase Private Clients that provides access to over 1,300 airport lounges worldwide.
What is Sapphire Reserve?
A turnkey retirement plan available to business banking clients.
What is Everyday 401k?
The period of time in which Chase Mortgage will either close on the loan or pay the client $5,000.
What is 21 days?
A measurement representing a horse height of 60".
What is 15 hands?
A document that gives someone the ability to make health care decisions for you.
What is a Health Care Proxy?
or
What is a Health Care Power of Attorney?
The amount of Production Value Credits (PVCs) earned for a $250,000 investment into an annuity for a client new to the bank.
What is 600 PVCs?
A type of Business Banking account with a $50,000 minimum balance requirement that offers unlimited wire transfers.
What is Platinum Business Checking?
A grant of up to $7,500 for certain homes in specific areas.
What is a Homebuying Grant?
A living rafter
What is a group of turkeys?
The difference between the cost basis and the market value of employer stock in a retirement account.
What is Net Unrealized Appreciation?
or
What is NUA?
The two metrics with the highest weighting on the scorecard at the market level accounting for 30% of the total.
What are Total D&I Balance Growth and OSAT?
An industry intelligence tool used by Business Bankers to identify key trends, growth rates, regulatory changes and more.
What is Vertical IQ?
Percentage of the 11,805 homes purchased by Chase Bank clients that financed with Chase Mortgage.
What is 6.5%?