JPMorgan Opens Its AI Playbook to Clients

JPMorgan Chase has launched a new unit designed to give select corporate clients access to how the bank operates internally, beyond traditional merger, financing, and capital markets advice. The group, called Special Advisory Services, is intended to share internal expertise across areas including artificial intelligence, cybersecurity, digital assets, geopolitics, healthcare, supply chains, and sustainability, the bank said.

The service is available to a limited set of long-term clients, including companies preparing for initial public offerings, pursuing large transactions, or seeking to deepen their relationship with the bank. JPMorgan said it does not plan to charge for the service initially, though fees could be discussed if advisory work becomes ongoing or resource-intensive.

Executives said the initiative grew out of recurring client questions about how JPMorgan handles internal challenges. Bankers told CNBC that clients were asking for details on how the bank uses artificial intelligence, how those systems are governed, and how they are integrated into daily operations.

AI Inside JPMorgan Has Moved Past Experimentation

By 2025, JPMorgan had already integrated AI into core operations across the firm. CEO Jamie Dimon has said the bank spends roughly $2 billion annually on AI and data initiatives and has identified about $2 billion in direct benefits from those investments, including cost savings and efficiency gains.