Case Study: JPMorgan Chase advances centralized data management with CloudMasonry’s Salesforce transformation

JPMorgan Chase centralizes 10 business units with CloudMasonry

JPMorgan Chase's Corporate Responsibility team, comprised of 10 diverse business units, faced a challenge in managing its grantmaking and ESG initiatives due to minimal and unscalable use of Salesforce. The team needed a solution to track investments, measure impact, and collaborate effectively with grantee partners. To address this, they partnered with CloudMasonry for a Salesforce digital transformation utilizing the Salesforce Grants Management Package, Platform, and Experience Cloud.

CloudMasonry implemented a centralized data management strategy to enable JPMorgan Chase to answer complex questions about its grant funding and track firmwide ESG commitments. The multi-year transformation journey facilitated cross-collaboration within the larger bank organization and empowered Grants Managers to quantify the impact of their investments. An executive director noted CloudMasonry's relational approach and constant support, stating they would hire the vendor again and have recommended them for other projects across the firm.

JPMorgan Chase