Situation: In 1987, the Federal Reserve Board allowed J.P. Morgan to engage in equity underwriting and to enter other previously prohibited securities businesses.

Challenge: As the firm quickly hired large numbers of professionals to staff its new trading desks, few of them were able to talk to their clients about the breadth of Morgan’s new capabilities or its strong corporate values.

Response: We created a set of “Marketing Notes” to serve as a just-in-time informational resource across the organization.

Result: Morgan employed these documents for recruiting, client discussions, conferences and training, among other uses, and subsequently adapted the format to present information about other products and services.

Design: Godfried Konings, J.P. Morgan; concept, copy and editing: Neil Gluckin VP of Global Marketing Communication