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JPMorgan Chase
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Leading financial services for consumers and businesses

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JPMorgan Chase is a leading global financial services firm and one of the largest banking institutions in the United States. It offers a wide range of financial products and services, including consumer and commercial banking, investment banking, asset management, and payment processing.

JPMorgan Chase - Wikipedia
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Tip #27 Tip for a better service

Follow up in writing

After important customer service conversations, especially those involving significant commitments or complex resolutions, sending a follow-up email creates valuable documentation and confirmation. Summarize your understanding of what was discussed and agreed upon, including specific promises made, timeframes for resolution, and any reference numbers provided during the interaction. This written record serves multiple purposes in the customer service process: it confirms your understanding of the resolution plan, creates accountability for promised actions, provides evidence if disputes arise later, and gives the company an opportunity to correct any misunderstandings before they cause further problems. Request a written acknowledgment of your summary to ensure both parties share the same expectations moving forward.