JPMorgan Chase is providing its Customer Insights tool to nearly 5 million small business clients, offering data and analytics for business decisioning.
“Customer Insights anonymizes the information, aggregates millions of transactions and regularly provides small business owners with actionable insights that can be used to make smarter business decisions” and streamline operations, John Frerichs, head of global small business payments, told Bank Automation News.

The data-driven tool launched in 2019 for a group of hundreds of thousands Chase Payment Solutions clients, Frerichs said.
According to the bank’s September monthly sentiment tracker data, small business owners reported:
- 25% face cash flow challenges;
- 22% face staffing issues; and
- 22% face revenue growth difficulty.
The tool is available via the bank’s mobile app or desktop platform. Small business clients can log into their Chase Business profile to start using the tool, Frerichs said.
Register here for early-bird pricing for Bank Automation Summit U.S. 2025, taking place March 3-4 in Nashville, Tenn. View the full event agenda here.






