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Upgrade to ProYou are a Relationship Manager at JPMorgan Chase. The wealth management division is running a retention campaign for high-deposit customers. To prioritize outreach, they need to know which customers are regularly bringing money in and how much they've deposited in total.
You are a Relationship Manager at JPMorgan Chase. The wealth management division is running a retention campaign for high-deposit customers. To prioritize outreach, they need to know which customers are regularly bringing money in and how much they've deposited in total.