2021 Environmental Social & Governance Report

TOOLS TO HELP OUR CUSTOMERS ACHIEVE THEIR FINANCIAL GOALS
Our Firm provides affordable and scalable products and services that help our 
customers strengthen their financial health. Our aim is to not only offer tools that 
help customers manage their daily lives, but also provide access to products and 
services that enable them to meet long-term goals and make wealth-building 
investments in areas like retirement savings, education, homeownership and 
growing a small business.
One tool we offer is Autosave, which allows customers to identify their savings goals 
and set up automatic transfers to fund them. Autosave helps build a saving habit by 
automating transfers from customers’ checking to their savings accounts and 
allowing them to monitor their progress through a savings dashboard. The number 
of customers enrolled in Autosave grew by 39% in 2021 to nearly 3.3 million. On 
average, customers saved 47% more per month using Autosave in 2021 compared 
with the prior year.
Another tool we provide is Budget, which gives customers a simple way to create a 
monthly budget based on their income, recurring expenses and flexible spending. 
Budget then tracks all of their Chase credit and debit card spending so that they can 
stay on track and identify additional ways to save.
In addition, with Chase Credit Journey
SM
we help consumers – regardless of whether 
they are Chase customers – build, manage and repair their credit. This free resource 
enables consumers to check their credit score and view their full credit report 
online, and also offers automatic alerts and a score simulator that demonstrates 
how certain actions can impact credit scores.
We provide information about these tools, as well as other information and tips to 
manage a budget, grow savings and build credit, on our online 
Financial Goals
 
resource center. 
33
Source: 
https://www.fdic.gov/analysis/household-survey/index.html
 (Note: 2019 is latest data available as FDIC only does this survey biennially) 
34
Source: 
https://www.bcg.com/publications/2021/unbanked-and-underbanked-households-breaking-down-the-myths-towards-racial-equity-in-banking
 
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INTRODUCTION
ENVIRONMENTAL
SOCIAL
Feature: Our Commitment
to Racial Equity
Diversity, Equity & Inclusion
Human Capital
Inclusive Growth
GOVERNANCE
ESG REPORT APPENDICES

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