Content rating
Everyone
500+
Downloads
Content rating
Everyone
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About this app

JM Matrix is a unified, role-based digital platform designed for servicing teams and leadership. It consolidates client data, insights, communication, and task management while driving cross-sell, gamification, and data-led decisions to improve productivity, engagement, and sustainable business growth.
Unified platform powering end-to-end client servicing
Updated on
Aug 13, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
  • No data shared with third parties
    Learn more about how developers declare sharing
  • No data collected
    Learn more about how developers declare collection
  • Data is encrypted in transit

What’s new

What’s New

• End-to-end Meetings with Outlook sync, Teams links & Maps
• Deal Pipeline is now available
• Redesigned Profile with quick Support access
• Faster Daily Tasks & To-do
• Improved RM-assisted onboarding
• Enhanced HO Verifier search & filters
• Nominee, PIN & KYC fixes
• Security & stability improvements
Content rating
Everyone
Learn more

App support

About the developer
JM FINANCIAL SERVICES LIMITED
samit.dawane@jmfl.com
7th Floor, Cnergy, Appasaheb Marathe Marg Prabhadevi Mumbai, Maharashtra 400025 India
+91 99308 89636

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