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Financial management tools and consumer confidence: chase blueprint

Author

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  • Lawrence Santucci

Abstract

On March 10, 2015, the Payment Cards Center hosted a workshop on the development and performance of Blueprint, a set of money management features developed by JPMorgan Chase & Co. (Chase) and available with several of Chase?s credit cards. The workshop featured presentations by Thomas O?Donnell, managing director of Chase Consumer and Community Banking Quality, and Florian Egg-Krings, general manager of the Slate and Blueprint portfolios. O?Donnell discussed the development of Blueprint, a process that began during the financial crisis and the Great Recession of 2007?2009. Egg-Krings then shared some insight on the adoption and success of several Blueprint features. Lastly, both O?Donnell and Egg-Krings briefly discussed their expectations for the evolution of Blueprint in the coming years. This paper summarizes the presentations of O?Donnell and Egg-Krings, supplemented by additional research.

Suggested Citation

  • Lawrence Santucci, 2015. "Financial management tools and consumer confidence: chase blueprint," Consumer Finance Institute discussion papers 15-4, Federal Reserve Bank of Philadelphia.
  • Handle: RePEc:fip:fedpdp:15-04
    as

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    File URL: https://www.philadelphiafed.org/-/media/frbp/assets/consumer-finance/discussion-papers/dp15-04-chase-blueprint.pdf
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    References listed on IDEAS

    as
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    Full references (including those not matched with items on IDEAS)

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    More about this item

    Keywords

    Behavioral consumer finance; Credit cards; Debt repayment; Financial management;
    All these keywords.

    JEL classification:

    • D14 - Microeconomics - - Household Behavior - - - Household Saving; Personal Finance
    • D91 - Microeconomics - - Micro-Based Behavioral Economics - - - Role and Effects of Psychological, Emotional, Social, and Cognitive Factors on Decision Making

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