Sunday 21 July, 2019

New JMMB campaign introduces holistic approach to financial planning

JMMB Group CEO, Keith Duncan said, “We are excited about this campaign, as it reflects our financial partnership culture of having our clients’ best interest at heart."

JMMB Group CEO, Keith Duncan said, “We are excited about this campaign, as it reflects our financial partnership culture of having our clients’ best interest at heart."

The JMMB Group recently rolled out its newest marketing campaign that, the company said, is expected to showcase its unique partnership approach, which will better enable clients to be more strategic in achieving their financial goals.

“We want to help Jamaicans to write their success stories, by introducing them to a more deliberate and holistic approach to financial planning,” shared Kerry-Ann Stimpson, JMMB’s group chief marketing officer, in describing the premise of the campaign. 

“As a company, JMMB Group recognizes that each individual has goals and dreams that they want to achieve, but may need the relevant expertise, financial tools, customised plan and partner to guide them along the way. This is the difference that JMMB Group offers its clients, by taking the time to have a conversation with them to: understand their needs – spoken or unspoken; quantify the cost of their goal(s); and identify a suite of financial solutions that are designed to help clients achieve their goals; and, ultimately, checking-in to ensure that clients are on track, or to reassess the plan, where necessary.

The JMMB exec added: “We have designed an approach that will take financial planning a step further, by providing clients with a customised plan in hand, to serve as a roadmap to their personal success story.”

Having received the green light from the Bank of Jamaica (BOJ) to roll out its commercial banking operations in 2017, JMMB Group is now better poised to deepen its complete client partnership approach, as an integrated financial services provider. 

The company has taken the time to rebrand its branch locations to financial life goals centres, upgrade its operations and refine its client partnership approach to financial planning; in a bid to provide a seamless experience to clients as their financial life goals centre, serving clients’ needs through its full suite of financial services including: investment, banking, insurance brokerage and financial advisory services.

JMMB Group CEO, Keith Duncan said, “We are excited about this campaign, as it reflects our financial partnership culture of having our clients’ best interest at heart.  Our complete suite of offerings (which include banking, investments and insurance brokerage) come together to connect our clients’ current realities with their goals for tomorrow. The establishment of the JMMB Group as a financial life goals centre is seen as a fulfilment of the vision of the company’s co-founders who, in conceptualizing the then money market brokerage, sought to provide all Jamaicans with an opportunity to achieve their dreams, with innovative financial solutions.”

Adding, “Through this campaign, the JMMB Group looks forward to continuing to establish partnerships that will be lead to clients transforming their dreams into reality, with JMMB as their financial partner, every step of the way.”

Client satisfaction remains a top priority for JMMB Group, as the company continues to deliver on its brand promise, and is committing to filling any gaps that are identified, putting measures in place to ensure its clients receive exceptional service.

As such, the organisation seeks to maintain an enjoyable client experience by reducing wait-time for clients; providing value-added services; and continuing to eliminate non-value added fees, while offering easy and convenient access to services, through its digital channels and client care (call) centre. 

Duncan further stated, “This transition of the JMMB Group to a complete integrated financial life goals centre will also allow us to continue to maximize existing synergies and efficiencies across the group while offering a new way of financial partnership to our clients and it is built on our core value of love.”

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