Helping J.P. Morgan to Adopt a New Automation Tool

J.P. Morgan is a global leader in financial services, offering services to some of the world’s largest and wealthiest corporations, governments and institutions, in more than 100 countries.

Business Situation

J.P. Morgan were interested in increasing the productivity of their Commercial Lending Department by implementing ‘Hotdocs’ to automate the production of important documents.


There was a serious shortage of skilled Hotdocs template developers at that time. J.P. Morgan were fast-approaching the project deadline and they were struggling to find and hire talented individuals to produce the templates. To add to the challenge, Hotdocs official company training was temporarily unavailable during this period, meaning the required skills were difficult to acquire.

Our Solution

The client approached Alignity to put them in touch with the best Hotdocs talent available. Aware of the challenges, Alignity took a proactive approach. Alignity decided to train some candidates in-house, onboard them and manage the project for roughly 3 months to catch up with priorities and hit deadlines.

Impact and Result

J.P. Morgan was so pleased with our proactive approach, that they contacted us again for additional resources and we are pleased to continue working with them. Also, as a result of this project, Hotdocs named Alignity as one of their preferred technology partners.

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$5000 on Full-time Role | 5% on Contract Role