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2020_Q1_mtgreasons
  • Campaign Section
Content ID(s):
  • 2020Q1
Product Code: 001
Product Name: Unknown
Source Code (SPID):
Email Template ID:
Email Folder Name:
Meetings Category PERSONAL

Hide category:
false
Category Title:
Everyday banking
Category Image:
/content/dam/chase-ux/microsites/meetings/Everyday Banking Illustration 2x.png
Reasons:
  • Reason Code : SERVICE_EXISTING_ACCOUNT_SOMETHING_ELSE
    Reason Title : Learn about Chase products and services
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : NEW_ACCOUNT
    Reason Title : Open a new account
    Reason Accessibility Text :
    Reason Description : Did you know you can also do this online?
    Self Service ? : true
    • Link Title: Click here to apply.
      Link URL : https://personal.chase.com/personal/checking
      Link Accessibility Text: Click to learn more about opening account
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : NEW_CREDIT_CARD
    Reason Title : Apply for a credit card
    Reason Accessibility Text :
    Reason Description : Did you know you can also do this online?
    Self Service ? : true
    • Link Title: Click here to apply.
      Link URL : https://creditcards.chase.com/all-credit-cards
      Link Accessibility Text: Click here to self service.
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : SAVINGS_PLAN_DISCUSSION
    Reason Title : Discuss a savings plan
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
Meetings Category CHASE_FOR_BUSINESS

Hide category:
false
Category Title:
Chase for Business
Category Image:
/content/dam/chase-ux/microsites/meetings/Chase for Business Illustration 2x.png
Reasons:
  • Reason Code : SBS_ACCOUNT_SERVICE_SOMETHING_ELSE
    Reason Title : Learn about Chase business products and services
    Reason Accessibility Text :
    Reason Description :
    Self Service ? : true
    • Link Title:
      Link URL :
      Link Accessibility Text:
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : NEW_SBS_ACCOUNT
    Reason Title : Open a new business account
    Reason Accessibility Text :
    Reason Description : Did you know you can also do this online?
    Self Service ? : true
    • Link Title: Click here to apply.
      Link URL : https://www.chase.com/business/checking
      Link Accessibility Text: Click here to self service.
  • Reason Documents:
    For more information on ID and document requirements, click on the link below that best matches your type of business:
  • Reason Code : NEW_SBS_CREDIT_CARD
    Reason Title : Apply for a business credit card
    Reason Accessibility Text :
    Reason Description : Did you know you can also do this online?
    Self Service ? : true
    • Link Title: Click here to apply.
      Link URL : https://creditcards.chase.com/small-business-credit-cards
      Link Accessibility Text: Click here for self service
  • Reason Documents:
    The applicant must be one of the company's authorizing officers.
    For verification purposes, we may ask for independent documents that verify the name, address, and TIN of the business and the individual applying for the card.
    In cases where clients already have multiple credit cards with Chase, we may ask for additional information, including:
    • 2 years of personal and business tax returns.
    • A personal financial statement signed and dated within the last 6 months.
    • A business income statement and balance sheet each representing the most recent 2-year period. The documents should be from the business entity named on the application.

     

  • Reason Code : CASH_FLOW_NEEDS
    Reason Title : Discuss business lending
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    The applicant must be an owner of the company.
    Each individual should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
Meetings Category HIDDEN_CATEGORY

Hide category:
true
Category Title:
HIDDEN_TITLE
Category Image:
Reasons:
  • Reason Code : DEFAULT
    Reason Title : Check-in with a banker
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : BANKER_SCHEDULED_APPT_60
    Reason Title : Check-in with a banker
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : BANKER_SCHEDULED_APPT_90
    Reason Title : Check-in with a banker
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : BANKER_SCHEDULED-APPT_120
    Reason Title : Check-in with a banker
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.
  • Reason Code : BANKER_SCHEDULED_APPT_30
    Reason Title : Check-in with a banker
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.