DSC — Customer Research Docket

Customer Research Docket · Auto-generated Jun 20, 2026

JPMorgan Chase

Financial Services · Enterprise Banking · New York, NY

Pipeline Signal

Warm — Engaged

MuleSoft Fit

Excellent

Decision Makers Found

4 contacts

Company Overview

Industry

Financial Services

Retail + Investment Banking

Size

290,000 employees

$158B revenue · Fortune #24

New York, NY

Global offices: 60+ countries

IT Budget (est.)

$14B annually

One of largest tech spenders in FS

About

JPMorgan Chase is the largest US bank by assets. They are undergoing a $12B digital banking transformation initiative focused on real-time payments, open banking APIs, and cloud-native infrastructure. Their technology leadership has publicly committed to MuleSoft as their integration standard across consumer banking divisions.

Known Technology Stack

Research confidence: High

Confirmed (public sources)

MuleSoft Anypoint

Salesforce CRM

AWS (primary cloud)

Kafka (event streaming)

Snowflake

Java / Spring Boot

Likely (inferred)

IBM MQ (legacy)

Oracle DB

Apigee (partial)

💡 Key insight: JPMorgan is actively migrating from IBM MQ to event-driven architecture using Kafka. MuleSoft is the bridge layer connecting legacy mainframes to new cloud services. This is a major implementation opportunity.

Decision Makers to Reach

4 contacts found

Robert Thompson

Chief Integration Officer · JPMorgan Chase

Decision maker

3 emails opened

LinkedIn active

⟡ Warm

Priya Mehta

VP Enterprise Architecture · Digital Banking Division

Technical decision maker

1 reply received

● Hot

David Lin

Director of Integration Services · Consumer Banking

Budget owner

Not yet reached

◌ Cold

Sarah Collins

Sr. Manager, API Platform Engineering

Technical influencer

LinkedIn connect sent

⟡ Warm

Likely MuleSoft Use Cases

Dataskate analysis

Core Banking API Modernization

Connecting legacy mainframe banking systems to modern cloud-native applications via MuleSoft API-led connectivity. Classic SI implementation work.

Very high potential · $2M–$5M implementation

Open Banking API Gateway

Building compliant open banking APIs using MuleSoft API Manager for PSD2/Open Banking regulatory requirements across EU operations.

High potential · Regulatory deadline driver

Real-Time Payment Processing Integration

Integrating Kafka event streams with Salesforce and downstream reporting systems using MuleSoft as the orchestration layer.

Medium potential · Technical POC recommended

Pitch Angles for Sarah Chen

Tailored for this AE

Open with the regulatory angle — JPMorgan has a hard Open Banking compliance deadline. MuleSoft + Dataskate can compress their implementation timeline significantly vs building in-house.

Reference Priya Mehta's reply — she mentioned interest in "API gateway best practices." This is the entry point. Offer a free 30-min architecture review with no commitment.

Lead with the mainframe modernization case study — JPMorgan's core challenge is exactly what Dataskate solved for a major US bank. The proof is there.

Avoid leading with price or license discussions upfront. Robert Thompson is budget-conscious. Focus on speed, risk reduction, and delivery certainty first.

Jun 14, 2026

JPMorgan announces $2B investment in cloud-native banking infrastructure

Opportunity

Jun 8, 2026

JPMorgan CIO says "API-first strategy is non-negotiable for 2026"

Opportunity

May 29, 2026

RFP issued for MuleSoft integration services — $8M scope

Opportunity

May 18, 2026

Competitor SI wins smaller integration contract ($1.2M)

Watch