Story
Guidewire
JPMorgan ChaseJPMorgan Chase Uses PolicyCenter for Financial Planning
JPMorgan Chase, a financials organization in the United States, uses PolicyCenter from Guidewire to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same PolicyCenter record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
Story
Inside JPMorgan Chase, planning and forecasting used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. FP&A needed a system that would still make sense after the original project team moved on.
JPMorgan Chase uses PolicyCenter from Guidewire as the working layer for financial planning. Guidewire makes core insurance software for policy, billing, and claims used by property and casualty carriers. The practical change is simple: planning and forecasting has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What JPMorgan Chase gets from Guidewire is a durable place to run planning and forecasting and a way for FP&A to see the same financial planning at the same time.
