Financial Management Tools and Consumer Confidence: Chase Blueprint

The workshop featured presentations by Thomas O’Donnell, managing director of Chase Consumer and Community Banking Quality, and Florian Egg-Krings, general manager of the Slate and Blueprint portfolios. O’Donnell discussed the development of Blueprint, a process that began during the financial crisis and the Great Recession of 2007‒2009. Egg-Krings then shared some insight on the adoption and success of several Blueprint features. Lastly, both O’Donnell and Egg-Krings briefly discussed their expectations for the evolution of Blueprint in the coming years. This paper summarizes the presentations of O’Donnell and Egg-Krings, supplemented by additional research.