EHERIC HARVEY
01 / THE IMPERATIVE

Marketing is at an
inflection point.

Futurists are saying that there will be more change
in the next 10 years than the previous 100.

THE IMPERATIVE
02 / THE OPPORTUNITY

AI creates three opportunities
for marketing value.

01

Improve
existing work

Make familiar work faster, better,
and more efficient.

02

Unlock
new capabilities

Achieve ambitions that
have been out of reach.

03

Pioneer
new experiences

Explore possibilities we
haven’t yet imagined.

ECONOMIC LEVERS ACROSS ALL THREE

Grow revenue Reduce costs Increase productive capacity

03 / THE CHALLENGE

Promising capabilities are the starting point.
The challenge is realizing the benefit.

95%

of organizations were getting zero return from GenAI.

Project NANDA · The GenAI Divide, 2025
04 / MY APPROACH

Build the foundations
that turn AI into value.

01

Governance

Clear decisions.
Responsible progress.

  • Transparent intake and priorities
  • Named owners and decision rights
  • Controls to scale or stop
02

Enablement

Confident marketers.
Better ways of working.

  • Approved capability playbook
  • Coaching on real workflows
  • Practice, evaluation, and adoption
03

Shared Context Layer

Connected data.
J.P. Morgan meaning.

  • Client needs and relationships
  • Current offerings and approved claims
  • Named owners, current sources, permitted access
THE SHARED FOUNDATION / P&L

Tie every initiative to P&L outcomes

Grow revenueReduce costsIncrease productive capacity

Agree baselines, accountable owners, and measures with business leaders and Finance. Report growth, net savings, and redeployed capacity in terms the COO can assess.

05 / THE FIRST 90 DAYS

Listen first. Prove within guardrails.
Expand on the evidence.

30DAYS
DAYS 1–30

Listen and prioritize

Start with the CMOs and their teams. Understand the work, the friction, and the outcomes that matter.

  • Map workflows, data, and approved capabilities
  • Align control partners and decision owners
  • Prioritize a small set of valuable use cases
BY DAY 30

Agreed priorities, baselines, and pilot candidates.

60DAYS
DAYS 31–60

Prove within guardrails

Test a bounded, approved workflow with marketers and partners. Build the evidence before expanding.

  • Coach the pilot team on real work
  • Test shared context for the selected workflow
  • Track quality, adoption, effort, and cost
BY DAY 60

Pilot evidence and a clear view of what needs to change.

90DAYS
DAYS 61–90

Expand on the evidence

Decide what to scale, refine, or stop. Turn learning into a repeatable approach for the next teams.

  • Publish reusable guidance and workflow patterns
  • Confirm benefit owners and measurement routines
  • Sequence the next wave with partners
BY DAY 90

Scale decisions, an enablement plan, and a sequenced roadmap.

SUPPORTING DETAIL / ARCHITECTURE & WORKFLOW

Current-state architecture

Separate CRM boundaries fragment client context, activation and measurement.

Swipe horizontally to explore the architecture.

Client and
relationship

CRM platform A

Business-specific client and relationship data

CRM platform B

Separate operating and data boundary

CRM platform C

Separate operating and data boundary

Shared CDP or data layer?

Identity, lakehouse and real-time activation unconfirmed

Marketing
platforms

Automation instances

01 · 02 · 03Marketo and SFMC environments, one per CRM boundary

AEM

Web content

Lead management

Internal platform

Stensul, Workfront, point tools

Editing, templates, video, transcription

Channels and
production

Email and lifecycle

Marketo, SFMC

Web and digital

AEM

Lead routing and banker follow-up

Internal lead management

Creative and campaign ops

Stensul, Workfront, point tools

Measurement
and AI

Platform-level measurement

Performance data split across automation, web, channel and CRM

Firm-provided AI tools

Home-grown and integrated capability

Opportunity

Marketing personas, reusable skills and data connections

Illustrative discussion model. Validate systems, boundaries, ownership, and approved services with the relevant teams.

SUPPORTING DETAIL / ECONOMIC LEVERS ILLUSTRATIVE KPIs

Business priorities define the value.
Data shows the result.

Data helps us understand clients.
It also helps us understand whether
our work is making a difference.

ECONOMIC LEVERPOTENTIAL KPIsTHE DISCIPLINE

Revenue growth

Incremental qualified opportunities, conversion, and product adoption.

Test incremental impact where feasible. Separate contribution from attribution.

Cost reduction

Net spending removed or avoided; cost per campaign or asset.

Include implementation, review, and ongoing operating costs.

Productive capacity

Cycle time, effort per workflow, and capacity redeployed at the required quality.

Decide how to use released capacity. Hours saved are not automatically cash savings.

Illustrative measures to agree with business leaders and Finance. Pair them with sustained adoption, quality, rework, and control exceptions.

REFERENCES & SCOPE

Behind the
perspective.

This is Eric Harvey’s interview perspective, not an official J.P. Morgan publication. Opportunity examples are illustrative.