{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5ca1-7489-b635-3c03305eec08", "slug": "8998a3c81076f3d0", "title": "AI and Next Wave Transformation GAM", "subtitle": "BCG", "author": "BCG", "pageCount": 31, "kind": "consulting-deck", "orientation": "portrait", "aspectRatio": 0.707, "document": { "id": "019dd923-5ca1-7489-b635-3c03305eec08", "slug": "8998a3c81076f3d0", "title": "AI and Next Wave Transformation GAM", "rawTitle": "AI and Next Wave Transformation GAM", "authorId": "BCG", "authorName": "BCG", "authorDisplay": "BCG", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2024-AI-and-Next-Wave-Transformation-GAM.pdf", "sourceUrl": "https://web-assets.bcg.com/a3/8a/9a5b5365468d8e5db5993160fa2a/2024-gam-report-may-2024-r.pdf", "sourceDate": "2024-05-15 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-23 20:51:30+00", "status": "ready", "pageCount": 31, "orientation": "portrait", "aspectRatio": 0.707, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/8998a3c81076f3d0", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 31, "pagesIndexed": 31, "pagesWithImages": 31, "pagesWithMetadata": 31, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 232, "chartCount": 29, "metricSlides": 16, "toolMatches": 100, "documentToolMatches": 0, "frameworkMatches": 19, "arcMatches": 2, "beatMatches": 8, "loopMatches": 5, "patternMatches": 0, "storymakersMatch": true, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "evidence": "Classic BCG flow: industry context (pp.2-4) → 5 pressures complication (pp.5-6) → AI 3 Ps solution (pp.7-13) → survey evidence (pp.18-23) → AI journey CTA (p.24).", "isPrimary": true, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "matchId": "019dd95a-0542-7728-a790-91f04312188d", "evidence": "Sub-arc within evidence section: facts (survey %) → implications (gaps in enablers) → action (3-step journey on p.24).", "isPrimary": false, "confidence": 60, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 2, "name": "Situation & Context", "beatId": "019dd95a-0701-77fe-ae98-81b5b6cf0e11", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Exec summary + industry AuM rebound to $120T frames the situation", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 6, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Problem & Complication", "beatId": "019dd95a-0701-77fe-ae98-85628bc35486", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Investors moving to lower fees + Five Fundamental Pressures dashboard", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 18, "name": "Evidence & Proof", "beatId": "019dd95a-0701-77fe-ae98-8cb29d598aae", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 24, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 24, "name": "Impact & Next Steps", "beatId": "019dd95a-0701-77fe-ae98-9335b668757f", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Planning the AI Journey — Deploy / Reshape / Invent recommendation", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 22, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 18, "name": "The Facts (What)", "beatId": "019dd95a-0701-77fe-ae98-9625b69fc267", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Facts (What)", "slug": "triple-take-the-facts-what", "status": "active", "canonId": "019dd9b8-092b-754c-8eaa-ede3ffdcb060", "version": 1, "description": null }, "evidence": "Survey facts: 54% strategic priority, 88% experimenting, use case map", "position": 1, "isPrimaryArc": false, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 60 }, { "to": 23, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 23, "name": "The Implications (So What)", "beatId": "019dd95a-0701-77fe-ae98-9961296290ed", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Implications (So What)", "slug": "triple-take-the-implications-so-what", "status": "active", "canonId": "019dd9b8-09c7-75cd-8c7b-ae0e23cca2b8", "version": 1, "description": null }, "evidence": "73% lack upskilling — enablers under-invested", "position": 2, "isPrimaryArc": false, "parentBeatType": { "name": "Reflection", "slug": "reflection", "status": "active", "canonId": "019dd9b8-0510-73fd-8d00-1c7e45f7bc98", "version": 1, "description": "The \"so what\" beat. Used by analytical arcs (Triple-take, Onion) and learning arcs (Voyage-return, Tragedy)." }, "alignedBlockIds": null, "matchConfidence": 60 }, { "to": 24, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 24, "name": "The Action (Now What)", "beatId": "019dd95a-0701-77fe-ae98-9eac58c116df", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Action (Now What)", "slug": "triple-take-the-action-now-what", "status": "active", "canonId": "019dd9b8-0a5e-735a-bf53-3a1ba629b7aa", "version": 1, "description": null }, "evidence": "Three concrete recommendations: Deploy / Reshape / Invent", "position": 3, "isPrimaryArc": false, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 6, "from": 3, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "019dd95a-088b-72c8-b7e0-feb5fa18b786", "evidence": "Pp.3-6 stack revenue, fee, cost, product-survival pressures — 'waiting is not an option' callout reinforces inaction cost", "position": 1, "objective": "Make the structural pressures feel urgent despite the headline rebound", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 17, "from": 14, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "019dd95a-088b-72c8-b7e1-073a5c0cfb22", "evidence": "Section divider 'What It Takes to Win', then strategy=why, operating model=how, people/tech/risk=what", "position": 3, "objective": "Lay out what it takes to win with AI — strategy, operating model, enablers", "confidence": 65, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 23, "from": 18, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null, "categoryName": "Validation", "categorySlug": "validation" }, "matchId": "019dd95a-088b-72c8-b7e1-0bb4f93fae61", "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 24, "from": 24, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "019dd95a-088b-72c8-b7e1-0ce94def14d8", "evidence": "Three explicit steps on p.24: Deploy AI for immediate impact / Reshape with strategic vision / Invent for long-term advantage", "position": 5, "objective": "Sequence the AI journey from immediate wins to long-horizon bets", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "tools": [ { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-a469464163c5", "evidence": "Callout crystallises POV+stake: 'waiting is not an option... risk being left behind'", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." }, { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-a9c75e607632", "evidence": "Answer-first executive summary precedes evidence chapters", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." }, { "tool": { "name": "SCQA Framework", "slug": "scqa-framework", "status": "active", "bestFor": null, "canonId": "019dd956-7bcb-763f-bdf6-1dfedf3bd36c", "version": 1, "bodyDocId": "019df22a-a0b0-719e-937e-2ac31e53d32c", "description": "Situation, Complication, Question, Answer - structured problem framing", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-a106201c22c4", "evidence": "Exec summary frames Situation (rebound), Complication (challenges), Question (what to do), Answer (AI)", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "MECE Principle", "slug": "mece-principle", "status": "active", "bestFor": null, "canonId": "019dd956-7c60-71a8-8758-c79d914489c9", "version": 1, "bodyDocId": null, "description": "Mutually Exclusive, Collectively Exhaustive - ensuring complete, non-overlapping structure", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-e2fd497a100a", "evidence": "Five distinct pressures partition the headwinds into non-overlapping buckets", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "The Rule of Three", "slug": "the-rule-of-three", "status": "active", "bestFor": null, "canonId": "019dd956-8962-75cf-b4f8-9394501a6f33", "version": 1, "bodyDocId": null, "description": "Ideas presented in threes are more memorable and satisfying", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-f805bf34aec2", "evidence": "Three Ps framing satisfies rule-of-three memorability", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-516327af903a", "evidence": "Three columns People / Technology and partnerships / Risk and compliance", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Negativity Bias", "slug": "negativity-bias", "status": "active", "bestFor": null, "canonId": "019dd956-966c-77ea-a9a5-f6b95671162e", "version": 1, "bodyDocId": null, "description": "Negative events recalled more vividly than positive - use carefully for problem framing", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-ae0c6b3366c8", "evidence": "Frames the gap as a problem to motivate action in the next slide", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-c039f6e174f8", "evidence": "Closing block: Attention (dawn is here) → Desire (advantage) → Action (3 steps)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-c7d11847aa0a", "evidence": "Before (cautious observation) → After (long-term advantage) with 3-step bridge", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-b4c274ab2991", "evidence": "Sets up rebound (positive) vs persistent pressures (negative) tension", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Foreshadowing", "slug": "foreshadowing", "status": "active", "bestFor": null, "canonId": "019dd956-a406-7159-bb8c-aeef05df2563", "version": 1, "bodyDocId": null, "description": "Planting hints of what's to come for later payoff", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-b0758a650139", "evidence": "Names the five pressures that the next exhibit will detail", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Inductive Reasoning", "slug": "inductive-reasoning", "status": "active", "bestFor": null, "canonId": "019dd956-99c6-705e-94cc-76a504c3da37", "version": 1, "bodyDocId": null, "description": "Grouping similar evidence to form a conclusion (Evidence → Pattern → Conclusion)", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-f7c02fcef07a", "evidence": "Loop 2 stacks productivity, personalization and deal-team evidence into AI thesis", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Tricolon", "slug": "tricolon", "status": "active", "bestFor": null, "canonId": "019dd956-a13d-7356-9038-da27abe565f8", "version": 1, "bodyDocId": null, "description": "Three parallel phrases of increasing length or intensity", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-f085df987bf0", "evidence": "Three-part parallel construction structures the solution chapter", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Vertical Logic", "slug": "vertical-logic", "status": "active", "bestFor": null, "canonId": "019dd956-9a25-77b9-9302-04662b84c32b", "version": 1, "bodyDocId": null, "description": "Question/Answer flow down the hierarchy - each level answers Why? or How?", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-3eb28c7b5861", "evidence": "Divider opens loop that answers 'how do we win?' via strategy/operating model/enablers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 60, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chunking", "slug": "chunking", "status": "active", "bestFor": null, "canonId": "019dd956-abab-72ce-b64c-2924cc83cf39", "version": 1, "bodyDocId": null, "description": "Information grouped into chunks is remembered better - structure content in digestible units", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-5bcd570f7ba1", "evidence": "Operating-model and enablers grouped as digestible chunks following the framework", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Inductive Reasoning", "slug": "inductive-reasoning", "status": "active", "bestFor": null, "canonId": "019dd956-99c6-705e-94cc-76a504c3da37", "version": 1, "bodyDocId": null, "description": "Grouping similar evidence to form a conclusion (Evidence → Pattern → Conclusion)", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-70bfa4084d7d", "evidence": "Loop 4 aggregates multiple survey datapoints into the 'priority but unprepared' thesis", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Payoff", "slug": "payoff", "status": "active", "bestFor": null, "canonId": "019dd956-a464-704b-b1a1-e1d483709f00", "version": 1, "bodyDocId": null, "description": "Delivering on earlier setup for satisfying resolution", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-bda250a87a87", "evidence": "Delivers the prescription set up by the entire deck", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-994deb39a923", "evidence": "Title states the insight: '$120T... however asset managers face challenges'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3e43c461-d5f6-49f6-abaf-62cd00d50715", "evidence": "Investors are gravitating to passively managed funds and other products that have lower fees even as asset managers’ costs increase.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:07:14.014517+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Opening Hooks", "slug": "opening-hooks", "status": "active", "bestFor": null, "canonId": "019dd956-aeb0-77d5-bfbd-9cd9a6be8186", "version": 1, "bodyDocId": null, "description": "Techniques to capture attention: Startling statistic, provocative question, short story, analogy, contrast", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-9c24f7400963", "evidence": "Startling statistic hook: 'nearly $120 trillion in 2023'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-acbdd1114856", "evidence": "Title 'Five Fundamental Pressures Persist' states the conclusion", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-bb807ba6a99f", "evidence": "Title quantifies insight: 'AuM Grew by 12% in 2023'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-c3ebfe15805e", "evidence": "+12% callout bubble + +6% CAGR annotation on bars", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-be5187649dc5", "evidence": "Bar chart of annual AuM ($T) — appropriate for trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Color Strategy", "slug": "color-strategy", "status": "active", "bestFor": null, "canonId": "019dd956-b202-77cf-8a6e-f445b08c0fd3", "version": 1, "bodyDocId": null, "description": "Using color for emphasis, categories, sentiment, and hierarchy", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-c5c9fbbf3aac", "evidence": "Latest year highlighted lighter green to signal current period", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-c9e3e2c31221", "evidence": "Title states cause and effect: tight policy → $1.3T into money market", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-cceff6cd2e13", "evidence": "Specific $1.3T number anchors the abstract claim about fee compression", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "199a3a28-7657-455c-8773-5faaa01b849e", "evidence": "Tight monetary policies and general market uncertainty prompted investors to move into products with lower fees.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:07:14.184532+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-d2ddb6efd429", "evidence": "Title 'Five Fundamental Pressures Weigh on Growth' states verdict", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Color Strategy", "slug": "color-strategy", "status": "active", "bestFor": null, "canonId": "019dd956-b202-77cf-8a6e-f445b08c0fd3", "version": 1, "bodyDocId": null, "description": "Using color for emphasis, categories, sentiment, and hierarchy", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-de54752daf95", "evidence": "Latest year highlighted in light green across multiples for consistent reading", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-d7dfb255c2fd", "evidence": "Grid of repeated bar charts: revenue, passive flows, fees, costs, fund survival", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Visual Hierarchy", "slug": "visual-hierarchy", "status": "active", "bestFor": null, "canonId": "019dd956-b2ca-706b-937f-e52441086fd7", "version": 1, "bodyDocId": null, "description": "Order of perception through Size > Color > Position > Weight > Space", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-d899c27f8e66", "evidence": "Three-section structure with bold subheads (Revenue/Passive/Fees-Costs-Products)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-e7f8e02cc49a", "evidence": "Title 'AI Can Accelerate the Three Ps' states the thesis", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Core Message Extraction", "slug": "core-message-extraction", "status": "active", "bestFor": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "canonId": "019dd956-bc71-707d-8867-1b2e810175cf", "version": 1, "bodyDocId": "f85613cb-4b77-462f-bfe6-3b862516e1a6", "description": "The discipline of distilling raw analysis, data, or content into a single declarative sentence — the slide's core message — that the audience would walk away with if they remembered nothing else. Process, not artefact: extraction questions run on the raw content until one sentence falls out.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-efc61049aba6", "evidence": "Compresses entire solution into 3-letter shorthand", "pageRefs": null, "priority": null, "whenToUse": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves the two failure modes of slide writing simultaneously: the topic title (which outsources interpretation to the audience and produces three different conclusions in three different heads) and the multi-thesis stapler (which exceeds working memory and gets remembered as fragments). Aligns with how readers actually consume decks — Heath & Heath's Find the Core, the journalist's nut graf, and Minto's governing thought all converge on the same cognitive economics.", "antipattern": "Topic titles disguised as core messages (Customer satisfaction, no verb, no stake); multi-thesis sentences stapled with and; hedged sentences (may show signs of possible softening); chart-caption titles (Revenue fell 4%) that restate what the chart already shows instead of naming the so-what; meta-commentary (this slide explores...) that describes the slide rather than concluding it.", "cardinality": null, "narrativePurpose": "Forces the slide author to do the interpretive work before the slide ships, so the audience does not have to do it during the meeting. Wins the WYSIATI battle on purpose — the loudest fragment on the page becomes the author's chosen sentence rather than whichever chart label happens to be largest." }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-e833dd300047", "evidence": "'Three Ps' mnemonic: productivity, personalization, private markets", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-fd19a0a4fa16", "evidence": "Title 'The Future of Risk-Adjusted Performance' frames a forward look", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-021403e87170", "evidence": "Callout names specific AI actions: compare holdings, optimize runoff, set thresholds", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-0632416e2458", "evidence": "Title 'AI-Enabled Gains Can Improve Productivity Across the Value Chain' states verdict", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-0e2a50fb2509", "evidence": "Each step labelled with efficiency-gain range (e.g. 15-25%, 30-40%)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-091ff9a0b71d", "evidence": "Waterfall chart from cost base 100 down to AI-powered base 85-95", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Visual Hierarchy", "slug": "visual-hierarchy", "status": "active", "bestFor": null, "canonId": "019dd956-b2ca-706b-937f-e52441086fd7", "version": 1, "bodyDocId": null, "description": "Order of perception through Size > Color > Position > Weight > Space", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-114917c28619", "evidence": "Start and end bars tallest; intermediate steps grouped under value-chain stages", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-141de667e2c2", "evidence": "Title states use case: AI enhances productivity via research/data/analysis", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Dual Coding Theory", "slug": "dual-coding-theory", "status": "active", "bestFor": null, "canonId": "019dd956-caf9-72e1-bf80-42c11f0c1f42", "version": 1, "bodyDocId": null, "description": "Information encoded both verbally and visually remembered better", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-184c9e91378e", "evidence": "Process diagram pairs verbal description with visual flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-1ed1db29960b", "evidence": "Title 'AI Can Enable Greater Personalization' states the second P", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Story Moments", "slug": "story-moments", "status": "active", "bestFor": null, "canonId": "019dd956-ae4e-768d-a18b-108e6cda511e", "version": 1, "bodyDocId": null, "description": "Design key emotional beats: The Shock, The Vision, The Proof, The Choice, The Call", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-2170a1da1e03", "evidence": "Case-study slide illustrates the personalization vision", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 60, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-250681835227", "evidence": "Title 'How AI Assistants Can Improve Sales Effectiveness'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-2aa44d6fee7c", "evidence": "Specific 25% indirect-sales reduction quantifies the benefit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-2c5433d7ff35", "evidence": "Title 'AI Tools Increase the Efficiency of a Private-Market Deal Team'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-378bf3bc57b2", "evidence": "AI-saved-time column highlighted in green vs muted current-process column", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-334cc1c8fc71", "evidence": "Clean two-column table; conventional vs AI time saved, no chartjunk", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "One Idea Rule", "slug": "one-idea-rule", "status": "active", "bestFor": null, "canonId": "019dd956-b0f0-7630-a2f5-bb38f9bd9c57", "version": 1, "bodyDocId": null, "description": "Each slide should communicate exactly one concept", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-396941b22528", "evidence": "Section divider with single statement 'What It Takes to Win with AI'", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-43c81b884b32", "evidence": "Title 'Five Elements Are Critical to Successfully Implementing AI'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Dual Coding Theory", "slug": "dual-coding-theory", "status": "active", "bestFor": null, "canonId": "019dd956-caf9-72e1-bf80-42c11f0c1f42", "version": 1, "bodyDocId": null, "description": "Information encoded both verbally and visually remembered better", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-4ef588641ec5", "evidence": "Verbal labels paired with iconography for each capability", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gestalt Principles", "slug": "gestalt-principles", "status": "active", "bestFor": null, "canonId": "019dd956-b266-7631-9b7e-44d83bd5d4f3", "version": 1, "bodyDocId": null, "description": "Proximity, Similarity, Enclosure, Continuity, Closure, Connection - how humans perceive visual groups", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer", "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-4856c0ef9317", "evidence": "Temple-style enclosure groups Strategy roof, Operating-model band, three-pillar columns", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-4490cd115ccf", "evidence": "Each of the 5 elements rendered with an icon (vision, commitment, talent, tech, risk)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-56e050831686", "evidence": "Subhead 'The Operating Model / The Enablers' states segment", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3d296c20-f20b-4151-bc0b-899c677694b8", "evidence": "Risk and Compliance. The implementation and use of AI will exacerbate certain existing risks and introduce new ones.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.060829+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3eb2f4a1-929a-4d99-b41a-30809debe504", "evidence": "The most meaningful impact of AI adoption will come when entire workflows are redesigned to maximize the collaboration between AI-driven value and human creativity.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.104091+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Core Message Extraction", "slug": "core-message-extraction", "status": "active", "bestFor": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "canonId": "019dd956-bc71-707d-8867-1b2e810175cf", "version": 1, "bodyDocId": "f85613cb-4b77-462f-bfe6-3b862516e1a6", "description": "The discipline of distilling raw analysis, data, or content into a single declarative sentence — the slide's core message — that the audience would walk away with if they remembered nothing else. Process, not artefact: extraction questions run on the raw content until one sentence falls out.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-61be0877888e", "evidence": "Distills the Win-with-AI section into one sentence", "pageRefs": null, "priority": null, "whenToUse": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": "Solves the two failure modes of slide writing simultaneously: the topic title (which outsources interpretation to the audience and produces three different conclusions in three different heads) and the multi-thesis stapler (which exceeds working memory and gets remembered as fragments). Aligns with how readers actually consume decks — Heath & Heath's Find the Core, the journalist's nut graf, and Minto's governing thought all converge on the same cognitive economics.", "antipattern": "Topic titles disguised as core messages (Customer satisfaction, no verb, no stake); multi-thesis sentences stapled with and; hedged sentences (may show signs of possible softening); chart-caption titles (Revenue fell 4%) that restate what the chart already shows instead of naming the so-what; meta-commentary (this slide explores...) that describes the slide rather than concluding it.", "cardinality": null, "narrativePurpose": "Forces the slide author to do the interpretive work before the slide ships, so the audience does not have to do it during the meeting. Wins the WYSIATI battle on purpose — the loudest fragment on the page becomes the author's chosen sentence rather than whichever chart label happens to be largest." }, { "tool": { "name": "One Idea Rule", "slug": "one-idea-rule", "status": "active", "bestFor": null, "canonId": "019dd956-b0f0-7630-a2f5-bb38f9bd9c57", "version": 1, "bodyDocId": null, "description": "Each slide should communicate exactly one concept", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-5d7c4394078c", "evidence": "Single full-slide quote on workflow redesign", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-653b245ac759", "evidence": "Sparse pull-quote slide visually distinct from dense exhibits around it", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-68f77cb2c9b8", "evidence": "Title 'Where Asset Managers Are Today' opens the evidence chapter", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Opening Hooks", "slug": "opening-hooks", "status": "active", "bestFor": null, "canonId": "019dd956-aeb0-77d5-bfbd-9cd9a6be8186", "version": 1, "bodyDocId": null, "description": "Techniques to capture attention: Startling statistic, provocative question, short story, analogy, contrast", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-6d1c8c90b4ed", "evidence": "$15T anchor figure used to hook the survey section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c387be1e-4723-49d8-bdf2-4e4c806b694f", "evidence": "Where Asset Managers Are Today", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:15:33.182091+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "def8779c-1fae-4454-9564-930275a064e1", "evidence": "What is the magnitude of business impact that you are anticipating from GenAI in your organization in the next three to five years?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:15:33.255457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-753b898835d1", "evidence": "Title 'GenAI Is a Strategic Priority' / 'Asset Managers Recognize GenAI as a Strategic Priority'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "4783a287-7816-4fdd-991f-15229fcf1c8c", "evidence": "What is your willingness to invest capital and team resources in the adoption of GenAI in the next three to five years?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 03:15:33.298048+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-799784b00bda", "evidence": "Three stacked bar-chart questions with consistent layout", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Social Validation", "slug": "social-validation", "status": "active", "bestFor": null, "canonId": "019dd956-ddaa-77f9-890c-a1cf082c5ccd", "version": 1, "bodyDocId": null, "description": "Showing others have done something, especially similar others", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-7c5a68afa92a", "evidence": "54%/55%/46% peer adoption data signals 'others are doing it'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-80cce2ab25e0", "evidence": "Title quantifies: '88% are actively experimenting with at least one GenAI use case'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Aha! Moment", "slug": "aha-moment", "status": "active", "bestFor": null, "canonId": "019dd956-a5b5-7763-820e-b299c5f27a32", "version": 1, "bodyDocId": null, "description": "The moment when the audience realizes the value - design for insight revelation", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f96b8c5d-f168-44bf-aa1f-ab3b003caae3", "evidence": "Almost all asset managers surveyed are actively experimenting with at least one GenAI use case.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.376069+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Bandwagon Effect", "slug": "bandwagon-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c742-724e-9623-54fd8878b87b", "version": 1, "bodyDocId": null, "description": "People adopt beliefs proportionally to how many others hold them - show momentum", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-84d808348c76", "evidence": "88% adoption framing creates implicit 'everyone is doing this' pressure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-8999575b1a85", "evidence": "Specific 88% datapoint anchors the trend claim", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-8dbb5d749ba8", "evidence": "Title states: managers prioritising GenAI use cases with significant commitment", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-9086058e7914", "evidence": "Bar chart presents priority distribution across functions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "66642a4d-c590-43d6-8090-303e723de92a", "evidence": "Sales and Marketing use cases: AI-enabled automation of sales documents, AI-led ideation and content creation, AI-guided target client selection.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:15:33.451832+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-95744fc10b25", "evidence": "Title 'Multiple Use Cases Are Being Explored Across the Value Chain'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Color Strategy", "slug": "color-strategy", "status": "active", "bestFor": null, "canonId": "019dd956-b202-77cf-8a6e-f445b08c0fd3", "version": 1, "bodyDocId": null, "description": "Using color for emphasis, categories, sentiment, and hierarchy", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-9fcc2668715d", "evidence": "Three green tones encode High / Moderate / Low maturity legend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gestalt Principles", "slug": "gestalt-principles", "status": "active", "bestFor": null, "canonId": "019dd956-b266-7631-9b7e-44d83bd5d4f3", "version": 1, "bodyDocId": null, "description": "Proximity, Similarity, Enclosure, Continuity, Closure, Connection - how humans perceive visual groups", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer", "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-a2f63e925835", "evidence": "Proximity groups tiles within each value-chain column", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-99dd1ee3f850", "evidence": "Five vertical columns by value-chain stage with repeated tile format", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Value chain", "slug": "value-chain", "status": "active", "bestFor": null, "canonId": "019de52d-1976-775b-9d04-0f230c09ffc6", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "93252680-c65a-49e0-a3ae-e901d4a9644a", "evidence": "There is a wide variety of use cases across the value chain that asset managers are considering.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.52851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-a6d288c0ba92", "evidence": "Title 'Enablers Require Additional Investment' + 73% callout", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "154f2f31-152d-47ae-b332-01eba5e41f34", "evidence": "chart/bar-vertical: Six bar charts showing survey results for People, Technology, and Risk/Compliance readiness.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.519217+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-ab6117e748a6", "evidence": "73%-no-upskilling figure stands against high-priority claims earlier", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "0dfd32ce-6e07-4e54-8f8d-e362ebebd88c", "evidence": "chart/bar-vertical: Six bar charts showing survey results for People, Technology, and Risk/Compliance readiness.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.482075+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-b2e79346745d", "evidence": "Section title 'Planning the AI Journey' + 3 bold sub-headers", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2cbcdc17-8e08-4842-8099-af4fafac3d3b", "evidence": "list/bullet: Deploy AI for immediate impact. Asset managers can begin by embedding AI into daily operations, directly targeting productivity.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-16 21:07:08.627579+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-b429b8ad92ef", "evidence": "Callback-and-challenge close: 'dawn of the AI era... it's here'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Deploy / Reshape / Invent (BCG)", "slug": "bcg-deploy-reshape-invent", "status": "active", "bestFor": null, "canonId": "019de52d-2044-72cc-b402-2511b4663d84", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5cb603a3-36fc-4382-90b9-84abd343f26f", "evidence": "framework/instance: BCG's three-step framework for an AI transformation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:07:08.591227+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Emotional Appeal", "slug": "emotional-appeal", "status": "active", "bestFor": null, "canonId": "019dd956-bde9-7668-8be7-0097678fec59", "version": 1, "bodyDocId": null, "description": "Connecting to audience feelings rather than just logic", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-b8a7ac738169", "evidence": "Bold language: 'peril of falling irretrievably behind'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-cb807392358f", "evidence": "Appendix title 'All Regions Participated in Positive AuM Growth'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "cba9311a-7826-4f85-b2aa-b5fdb049f2ba", "evidence": "chart/bar-vertical: Middle East and Africa AuM growth 2005-2023, chart/bar-vertical: Japan and Australia AuM growth 2005-2023, etc.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-16 21:07:08.700972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-cfbfdec55a74", "evidence": "Regional breakdown chart appropriate for cross-region comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-d2363ca2e096", "evidence": "Title 'Alternatives Continue to Generate More Than Half of Global Revenue Despite Representing Less Than a Quarter of Total AuM'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "d331dc9f-1087-4d59-b240-31aa6c4f58ac", "evidence": "chart/bar-stacked: Global Revenue Split by Product ($Billions), chart/bar-stacked: Global AuM Split by Product ($Trillions)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.774148+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-d485d246cd74", "evidence": "57% revenue vs <25% AuM contrast is the slide's core insight", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-d878e590ce93", "evidence": "Title 'Private Equity and Private Debt Are Expected to Generate About 70% of Total Revenue from Alternatives by 2028'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "37ff09d2-6361-4878-8e03-75291456c95f", "evidence": "chart/bar-stacked: GLOBAL ALTERNATIVE REVENUE SPLIT BY PRODUCT (%, $BILLIONS), chart/bar-stacked: GLOBAL ALTERNATIVE AUM SPLIT BY PRODUCT (%, $TRILLIONS)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.846341+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-dcea47a9ecb7", "evidence": "Title 'ETFs and Select Alternative Products Are Expected to Lead Growth Through 2028'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "1a9c5a09-22b7-45cc-b995-4aa8a830047c", "evidence": "image/illustration: Abstract 3D bar-like structure graphic, title/headline: GLOBAL ASSET MANAGEMENT REPORT 2024", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:07:08.960125+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "9ceeddbc-d80e-449f-9e25-7701de796e21", "evidence": "Productivity, Personalization, Private Markets", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "frameworkName": "Three Ps Strategy" }, { "matchId": "7a7e2538-8882-4ab2-95bf-f58047cc00e0", "evidence": "The slide uses a full sentence summary as the primary headline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "action-titles" }, { "matchId": "019dd95a-1ca6-71be-9e56-18ff6cee875e", "evidence": "Slide explicitly labels 'Five Fundamental Pressures Weigh on Growth' with 5 grouped exhibits", "framework": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "BCG Five Fundamental Pressures" }, { "matchId": "4811b6fa-5975-4b5b-aa69-9a7572927472", "evidence": "productivity, personalization, and private markets", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:49.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "Three Ps" }, { "matchId": "f7df3773-6bc7-49d3-84da-fdf37f4d9f54", "evidence": "The slide explicitly mentions 'across their value chain' and breaks down the asset manager's operations into functional segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "value-chain" }, { "matchId": "019dd95a-1ca6-71be-9e56-1d05243586f8", "evidence": "Title says 'Across the Value Chain'; x-axis lists value-chain stages (Sales, Investment, Ops, IT, Risk, HR, Legal, Finance, Mgmt)", "framework": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "Value Chain" }, { "matchId": "019dd95a-1ca6-71be-9e56-22e98bd41d21", "evidence": "Cost base 100 stepped down by per-stage efficiency gains to 85-95", "framework": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "Waterfall (Value Bridge)" }, { "matchId": "a75ec09f-e78e-4229-964d-b12d39b2ea3b", "evidence": "Three-step sequential workflow for AI-assisted research", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 19:39:48.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "process" }, { "matchId": "c90a2641-b2f2-46b8-8172-2f3cb1d059b9", "evidence": "The slide uses a three-stage process flow to compare investment models.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "process" }, { "matchId": "54f77f7b-9c3b-45f4-ba7f-ce62c1f85b00", "evidence": "The slide uses a side-by-side process flow to compare traditional vs AI-enabled workflows.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "process" }, { "matchId": "019dd95a-1ca6-71be-9e56-2416e571715a", "evidence": "Temple diagram: Strategy roof, Operating-model band, three pillars People/Tech/Risk", "framework": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "BCG Five Elements for AI Implementation" }, { "matchId": "5af8f0a9-0538-4030-95a0-50f6ea0981b8", "evidence": "Visual representation of pillars supporting a roof, common in consulting for structural strategy.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:50.277+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "temple-framework" }, { "matchId": "a2d02bd4-1b17-4d3a-9e17-1f40c7b318ac", "evidence": "The slide explicitly defines an 'Operating Model' framework for AI deployment.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:50.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "Operating Model" }, { "matchId": "019dd95a-1ca6-71be-9e56-2d317c77ed3b", "evidence": "Legend reads 'Maturity levels: High / Moderate / Low' encoded in green tones", "framework": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "Maturity Model" }, { "matchId": "a4e0f3bb-ec5f-4474-8b38-646fcaf0ca92", "evidence": "The slide explicitly maps AI use cases across the business value chain.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:51.5+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "value-chain" }, { "matchId": "019dd95a-1ca6-71be-9e56-2b5ddbe454a0", "evidence": "Five columns labelled Sales, Investment management, Operations, IT, Business management/support", "framework": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "Value Chain" }, { "matchId": "6458318f-f4b3-440d-8a3e-8d16a1aac17a", "evidence": "Explicitly mentioned in the text as the framework for AI transformation.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:55.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "bcg-deploy-reshape-invent" }, { "matchId": "019dd95a-1ca6-71be-9e56-320fcdd2fde4", "evidence": "Body text: 'BCG's three-step framework for an AI transformation' — Deploy / Reshape / Invent", "framework": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "BCG Three-Step AI Transformation Framework" }, { "matchId": "019dd95a-1ca6-71be-9e56-34cd8941ff05", "evidence": "Three steps map to immediate / mid-term / long-horizon — pattern matches McKinsey Three Horizons", "framework": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "Three Horizons" } ], "patterns": [] }, "storymakers": { "model": "claude-cli-sonnet-4.6", "backend": null, "rawJson": { "arc": { "id": 1, "slug": "consultants-gambit", "beats": [ { "name": "Situation & Context", "end_page": 4, "evidence": "Exec summary + industry AuM rebound to $120T frames the situation", "position": 1, "start_page": 2 }, { "name": "Problem & Complication", "end_page": 6, "evidence": "Investors moving to lower fees + Five Fundamental Pressures dashboard", "position": 2, "start_page": 5 }, { "name": "Solution & Approach", "end_page": 17, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "start_page": 7 }, { "name": "Evidence & Proof", "end_page": 23, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "start_page": 18 }, { "name": "Impact & Next Steps", "end_page": 24, "evidence": "Planning the AI Journey — Deploy / Reshape / Invent recommendation", "position": 5, "start_page": 24 } ], "evidence": "Classic BCG flow: industry context (pp.2-4) → 5 pressures complication (pp.5-6) → AI 3 Ps solution (pp.7-13) → survey evidence (pp.18-23) → AI journey CTA (p.24).", "confidence": 90 }, "loops": [ { "id": 27, "slug": "27-cost-of-inaction", "end_page": 6, "evidence": "Pp.3-6 stack revenue, fee, cost, product-survival pressures — 'waiting is not an option' callout reinforces inaction cost", "position": 1, "objective": "Make the structural pressures feel urgent despite the headline rebound", "confidence": 75, "start_page": 3 }, { "id": 2, "slug": "02-pattern-hunter", "end_page": 13, "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "start_page": 7 }, { "id": 11, "slug": "11-golden-circle", "end_page": 17, "evidence": "Section divider 'What It Takes to Win', then strategy=why, operating model=how, people/tech/risk=what", "position": 3, "objective": "Lay out what it takes to win with AI — strategy, operating model, enablers", "confidence": 65, "start_page": 14 }, { "id": 51, "slug": "51-voice-of-customer", "end_page": 23, "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "start_page": 18 }, { "id": 47, "slug": "47-quick-win-big-bet", "end_page": 24, "evidence": "Three explicit steps on p.24: Deploy AI for immediate impact / Reshape with strategic vision / Invent for long-term advantage", "position": 5, "objective": "Sequence the AI journey from immediate wins to long-horizon bets", "confidence": 80, "start_page": 24 } ], "slide_tools": [ { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states the insight: '$120T... however asset managers face challenges'", "confidence": 85 }, { "id": 123, "slug": "opening-hooks", "layer": "Slide", "evidence": "Startling statistic hook: 'nearly $120 trillion in 2023'", "confidence": 80 }, { "id": 1, "slug": "scqa-framework", "layer": "Block", "evidence": "Exec summary frames Situation (rebound), Complication (challenges), Question (what to do), Answer (AI)", "confidence": 75 }, { "id": 6, "slug": "big-idea-formula", "layer": "Block", "evidence": "Callout crystallises POV+stake: 'waiting is not an option... risk being left behind'", "confidence": 70 }, { "id": 3, "slug": "pyramid-principle", "layer": "Block", "evidence": "Answer-first executive summary precedes evidence chapters", "confidence": 70 } ], "page_number": 2 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Five Fundamental Pressures Persist' states the conclusion", "confidence": 80 }, { "id": 99, "slug": "foreshadowing", "layer": "Loop", "evidence": "Names the five pressures that the next exhibit will detail", "confidence": 70 }, { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Sets up rebound (positive) vs persistent pressures (negative) tension", "confidence": 70 } ], "page_number": 3 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title quantifies insight: 'AuM Grew by 12% in 2023'", "confidence": 90 }, { "id": 129, "slug": "chart-selection-guide", "layer": "Slide", "evidence": "Bar chart of annual AuM ($T) — appropriate for trend", "confidence": 80 }, { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "+12% callout bubble + +6% CAGR annotation on bars", "confidence": 80 }, { "id": 130, "slug": "color-strategy", "layer": "Slide", "evidence": "Latest year highlighted lighter green to signal current period", "confidence": 75 } ], "page_number": 4 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states cause and effect: tight policy → $1.3T into money market", "confidence": 80 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific $1.3T number anchors the abstract claim about fee compression", "confidence": 70 } ], "page_number": 5 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Five Fundamental Pressures Weigh on Growth' states verdict", "confidence": 85 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Grid of repeated bar charts: revenue, passive flows, fees, costs, fund survival", "confidence": 90 }, { "id": 132, "slug": "visual-hierarchy", "layer": "Slide", "evidence": "Three-section structure with bold subheads (Revenue/Passive/Fees-Costs-Products)", "confidence": 75 }, { "id": 130, "slug": "color-strategy", "layer": "Slide", "evidence": "Latest year highlighted in light green across multiples for consistent reading", "confidence": 70 }, { "id": 2, "slug": "mece-principle", "layer": "Block", "evidence": "Five distinct pressures partition the headwinds into non-overlapping buckets", "confidence": 70 } ], "page_number": 6 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'AI Can Accelerate the Three Ps' states the thesis", "confidence": 85 }, { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "'Three Ps' mnemonic: productivity, personalization, private markets", "confidence": 75 }, { "id": 153, "slug": "core-message-extraction", "layer": "Slide", "evidence": "Compresses entire solution into 3-letter shorthand", "confidence": 75 }, { "id": 92, "slug": "tricolon", "layer": "Loop", "evidence": "Three-part parallel construction structures the solution chapter", "confidence": 75 }, { "id": 74, "slug": "inductive-reasoning", "layer": "Loop", "evidence": "Loop 2 stacks productivity, personalization and deal-team evidence into AI thesis", "confidence": 70 }, { "id": 34, "slug": "the-rule-of-three", "layer": "Block", "evidence": "Three Ps framing satisfies rule-of-three memorability", "confidence": 80 } ], "page_number": 7 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'The Future of Risk-Adjusted Performance' frames a forward look", "confidence": 70 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Callout names specific AI actions: compare holdings, optimize runoff, set thresholds", "confidence": 65 } ], "page_number": 8 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'AI-Enabled Gains Can Improve Productivity Across the Value Chain' states verdict", "confidence": 90 }, { "id": 129, "slug": "chart-selection-guide", "layer": "Slide", "evidence": "Waterfall chart from cost base 100 down to AI-powered base 85-95", "confidence": 85 }, { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Each step labelled with efficiency-gain range (e.g. 15-25%, 30-40%)", "confidence": 85 }, { "id": 132, "slug": "visual-hierarchy", "layer": "Slide", "evidence": "Start and end bars tallest; intermediate steps grouped under value-chain stages", "confidence": 75 } ], "page_number": 9 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states use case: AI enhances productivity via research/data/analysis", "confidence": 75 }, { "id": 185, "slug": "dual-coding-theory", "layer": "Slide", "evidence": "Process diagram pairs verbal description with visual flow", "confidence": 65 } ], "page_number": 10 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'AI Can Enable Greater Personalization' states the second P", "confidence": 80 }, { "id": 122, "slug": "story-moments", "layer": "Slide", "evidence": "Case-study slide illustrates the personalization vision", "confidence": 60 } ], "page_number": 11 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'How AI Assistants Can Improve Sales Effectiveness'", "confidence": 80 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific 25% indirect-sales reduction quantifies the benefit", "confidence": 75 } ], "page_number": 12 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'AI Tools Increase the Efficiency of a Private-Market Deal Team'", "confidence": 85 }, { "id": 125, "slug": "data-ink-ratio", "layer": "Slide", "evidence": "Clean two-column table; conventional vs AI time saved, no chartjunk", "confidence": 75 }, { "id": 159, "slug": "contrast-principle", "layer": "Slide", "evidence": "AI-saved-time column highlighted in green vs muted current-process column", "confidence": 80 } ], "page_number": 13 }, { "tools": [ { "id": 128, "slug": "one-idea-rule", "layer": "Slide", "evidence": "Section divider with single statement 'What It Takes to Win with AI'", "confidence": 80 }, { "id": 75, "slug": "vertical-logic", "layer": "Loop", "evidence": "Divider opens loop that answers 'how do we win?' via strategy/operating model/enablers", "confidence": 60 } ], "page_number": 14 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Five Elements Are Critical to Successfully Implementing AI'", "confidence": 85 }, { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Each of the 5 elements rendered with an icon (vision, commitment, talent, tech, risk)", "confidence": 80 }, { "id": 131, "slug": "gestalt-principles", "layer": "Slide", "evidence": "Temple-style enclosure groups Strategy roof, Operating-model band, three-pillar columns", "confidence": 80 }, { "id": 185, "slug": "dual-coding-theory", "layer": "Slide", "evidence": "Verbal labels paired with iconography for each capability", "confidence": 70 }, { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Three columns People / Technology and partnerships / Risk and compliance", "confidence": 80 } ], "page_number": 15 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Subhead 'The Operating Model / The Enablers' states segment", "confidence": 70 }, { "id": 116, "slug": "chunking", "layer": "Loop", "evidence": "Operating-model and enablers grouped as digestible chunks following the framework", "confidence": 70 } ], "page_number": 16 }, { "tools": [ { "id": 128, "slug": "one-idea-rule", "layer": "Slide", "evidence": "Single full-slide quote on workflow redesign", "confidence": 90 }, { "id": 153, "slug": "core-message-extraction", "layer": "Slide", "evidence": "Distills the Win-with-AI section into one sentence", "confidence": 80 }, { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "Sparse pull-quote slide visually distinct from dense exhibits around it", "confidence": 75 } ], "page_number": 17 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Where Asset Managers Are Today' opens the evidence chapter", "confidence": 75 }, { "id": 123, "slug": "opening-hooks", "layer": "Slide", "evidence": "$15T anchor figure used to hook the survey section", "confidence": 65 }, { "id": 74, "slug": "inductive-reasoning", "layer": "Loop", "evidence": "Loop 4 aggregates multiple survey datapoints into the 'priority but unprepared' thesis", "confidence": 75 } ], "page_number": 18 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'GenAI Is a Strategic Priority' / 'Asset Managers Recognize GenAI as a Strategic Priority'", "confidence": 90 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three stacked bar-chart questions with consistent layout", "confidence": 85 }, { "id": 226, "slug": "social-validation", "layer": "Slide", "evidence": "54%/55%/46% peer adoption data signals 'others are doing it'", "confidence": 70 } ], "page_number": 19 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title quantifies: '88% are actively experimenting with at least one GenAI use case'", "confidence": 85 }, { "id": 177, "slug": "bandwagon-effect", "layer": "Slide", "evidence": "88% adoption framing creates implicit 'everyone is doing this' pressure", "confidence": 75 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific 88% datapoint anchors the trend claim", "confidence": 70 } ], "page_number": 20 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states: managers prioritising GenAI use cases with significant commitment", "confidence": 85 }, { "id": 129, "slug": "chart-selection-guide", "layer": "Slide", "evidence": "Bar chart presents priority distribution across functions", "confidence": 70 } ], "page_number": 21 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Multiple Use Cases Are Being Explored Across the Value Chain'", "confidence": 85 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Five vertical columns by value-chain stage with repeated tile format", "confidence": 85 }, { "id": 130, "slug": "color-strategy", "layer": "Slide", "evidence": "Three green tones encode High / Moderate / Low maturity legend", "confidence": 85 }, { "id": 131, "slug": "gestalt-principles", "layer": "Slide", "evidence": "Proximity groups tiles within each value-chain column", "confidence": 75 } ], "page_number": 22 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Enablers Require Additional Investment' + 73% callout", "confidence": 85 }, { "id": 159, "slug": "contrast-principle", "layer": "Slide", "evidence": "73%-no-upskilling figure stands against high-priority claims earlier", "confidence": 70 }, { "id": 66, "slug": "negativity-bias", "layer": "Block", "evidence": "Frames the gap as a problem to motivate action in the next slide", "confidence": 65 } ], "page_number": 23 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Section title 'Planning the AI Journey' + 3 bold sub-headers", "confidence": 85 }, { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Callback-and-challenge close: 'dawn of the AI era... it's here'", "confidence": 85 }, { "id": 156, "slug": "emotional-appeal", "layer": "Slide", "evidence": "Bold language: 'peril of falling irretrievably behind'", "confidence": 70 }, { "id": 100, "slug": "payoff", "layer": "Loop", "evidence": "Delivers the prescription set up by the entire deck", "confidence": 75 }, { "id": 28, "slug": "aida-model", "layer": "Block", "evidence": "Closing block: Attention (dawn is here) → Desire (advantage) → Action (3 steps)", "confidence": 70 }, { "id": 26, "slug": "before-after-bridge", "layer": "Block", "evidence": "Before (cautious observation) → After (long-term advantage) with 3-step bridge", "confidence": 65 } ], "page_number": 24 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Appendix title 'All Regions Participated in Positive AuM Growth'", "confidence": 75 }, { "id": 129, "slug": "chart-selection-guide", "layer": "Slide", "evidence": "Regional breakdown chart appropriate for cross-region comparison", "confidence": 70 } ], "page_number": 25 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Alternatives Continue to Generate More Than Half of Global Revenue Despite Representing Less Than a Quarter of Total AuM'", "confidence": 80 }, { "id": 159, "slug": "contrast-principle", "layer": "Slide", "evidence": "57% revenue vs <25% AuM contrast is the slide's core insight", "confidence": 70 } ], "page_number": 26 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Private Equity and Private Debt Are Expected to Generate About 70% of Total Revenue from Alternatives by 2028'", "confidence": 80 } ], "page_number": 27 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'ETFs and Select Alternative Products Are Expected to Lead Growth Through 2028'", "confidence": 75 } ], "page_number": 28 } ], "slides_seen": 31, "deck_summary": "Textbook BCG Consultant's Gambit: industry context → five-pressure complication → AI Three Ps solution → survey-backed evidence → three-step journey CTA. Aligns strongly with Storymakers — almost every exhibit has a true action title, the deck uses MECE pillars, value-chain and waterfall frameworks, and closes with a rule-of-three recommendation.", "secondary_arcs": [ { "id": 11, "slug": "triple-take", "beats": [ { "name": "The Facts (What)", "end_page": 22, "evidence": "Survey facts: 54% strategic priority, 88% experimenting, use case map", "position": 1, "start_page": 18 }, { "name": "The Implications (So What)", "end_page": 23, "evidence": "73% lack upskilling — enablers under-invested", "position": 2, "start_page": 23 }, { "name": "The Action (Now What)", "end_page": 24, "evidence": "Three concrete recommendations: Deploy / Reshape / Invent", "position": 3, "start_page": 24 } ], "evidence": "Sub-arc within evidence section: facts (survey %) → implications (gaps in enablers) → action (3-step journey on p.24).", "confidence": 60 } ], "images_inspected": 8, "slide_frameworks": [ { "frameworks": [ { "name": "BCG Five Fundamental Pressures", "slug": "bcg-five-fundamental-pressures", "evidence": "Slide explicitly labels 'Five Fundamental Pressures Weigh on Growth' with 5 grouped exhibits", "confidence": 80 } ], "page_number": 6 }, { "frameworks": [ { "name": "Value Chain", "slug": "value-chain", "evidence": "Title says 'Across the Value Chain'; x-axis lists value-chain stages (Sales, Investment, Ops, IT, Risk, HR, Legal, Finance, Mgmt)", "confidence": 90 }, { "name": "Waterfall (Value Bridge)", "slug": "waterfall", "evidence": "Cost base 100 stepped down by per-stage efficiency gains to 85-95", "confidence": 90 } ], "page_number": 9 }, { "frameworks": [ { "name": "BCG Five Elements for AI Implementation", "slug": "bcg-five-elements-ai", "evidence": "Temple diagram: Strategy roof, Operating-model band, three pillars People/Tech/Risk", "confidence": 85 } ], "page_number": 15 }, { "frameworks": [ { "name": "Value Chain", "slug": "value-chain", "evidence": "Five columns labelled Sales, Investment management, Operations, IT, Business management/support", "confidence": 90 }, { "name": "Maturity Model", "slug": "maturity-model", "evidence": "Legend reads 'Maturity levels: High / Moderate / Low' encoded in green tones", "confidence": 75 } ], "page_number": 22 }, { "frameworks": [ { "name": "BCG Three-Step AI Transformation Framework", "slug": "bcg-three-step-ai", "evidence": "Body text: 'BCG's three-step framework for an AI transformation' — Deploy / Reshape / Invent", "confidence": 80 }, { "name": "Three Horizons", "slug": "three-horizons", "evidence": "Three steps map to immediate / mid-term / long-horizon — pattern matches McKinsey Three Horizons", "confidence": 65 } ], "page_number": 24 } ] }, "matchedAt": "2026-04-26 10:25:58+00", "slidesSeen": 31, "deckSummary": "Textbook BCG Consultant's Gambit: industry context → five-pressure complication → AI Three Ps solution → survey-backed evidence → three-step journey CTA. Aligns strongly with Storymakers — almost every exhibit has a true action title, the deck uses MECE pillars, value-chain and waterfall frameworks, and closes with a rule-of-three recommendation.", "imagesInspected": 8, "extractionSeconds": 351.08072 }, "score": { "backend": "codex", "scoredAt": "2026-05-02 10:01:56.927+00", "subScores": { "scqa_arc": 76, "action_titles": 68, "mece_structure": 74, "closing_strength": 70, "evidence_quality": 82, "clarity_of_thesis": 72, "production_quality": 74, "visual_storytelling": 78 }, "totalScore": 74, "coveragePct": 100, "explanations": { "scqa_arc": "Slides 2-6 establish situation and complication, slides 7-13 answer with AI opportunities, and slides 14-24 move into how-to and readiness, but the central question is implicit rather than crisply framed.", "action_titles": "Many slides use insight-bearing titles, but several remain topic labels or generic claims; example: slide 4, \"The Global Asset Management Industry’s AuM Grew by 12% in 2023.\"", "mece_structure": "The deck has a mostly coherent structure around five pressures, three AI value pools, five implementation elements, and adoption readiness, though the survey/readiness section overlaps with the implementation section and leaves some recommendation gaps.", "closing_strength": "Slide 24 provides a clear three-step AI journey recommendation, but the ending is weakened because appendices and back matter follow without a final synthesized call to action.", "evidence_quality": "Claims are well supported by AuM, revenue, cost, survey, value-chain, and time-savings exhibits across slides 4, 6, 9, 12, 13, and 19-23, with some AI potential claims still relying on qualitative assertion.", "clarity_of_thesis": "The thesis is directionally identifiable by slide 2 as AI-driven transformation against industry growth pressure, but the full answer around the three Ps is not made explicit until slide 7.", "production_quality": "BCG branding, exhibit discipline, footnotes, and visual consistency are strong, but dense text, inconsistent action-title strength, and crowded multi-chart layouts reduce polish.", "visual_storytelling": "The deck generally matches message to format with exhibits, waterfalls, process diagrams, frameworks, and heatmaps, although slides 4, 12, 13, 22, and 23 are overcrowded." }, "slidesAnalyzed": 31 }, "review": { "backend": null, "verdict": "A competent BCG thought-leadership report with quantified mid-deck titles and a clean thesis up front, but the single-slide close and out-of-order diagnostic make it a better teaching example for analytical build-up than for Storymakers end-to-end arc.", "reviewedAt": "2026-04-24 13:31:58+00", "slidesSeen": 31, "suggestions": [ "Replace p.24 with a structured 'Act Now' slide: 3-5 imperative bullets (e.g., appoint AI owner, prioritize 2 value-chain use cases, fund upskilling) so the close matches the weight of the setup", "Reorder so survey diagnostic (current p.19-23) precedes the 'What It Takes to Win' framework (current p.14-17) — let the evidence of the gap motivate the prescription", "Promote the 'Three Ps' (productivity, personalization, private markets) into explicit section dividers at p.9, p.11, p.13 so the MECE pillars are visible in the table of contents", "Rewrite topic-label titles as insight claims: p.8 → 'AI collapses risk optimization from weeks to one step'; p.15 → 'Strategy + operating model + talent are the three gating enablers'; p.24 → 'Start now: pick two use cases, fund upskilling, appoint an AI owner'" ], "closingScore": 55, "openingScore": 74, "topStrengths": [ "Quantified action titles carry the analytical spine — p.4 (12%), p.12 (25% sales lift), p.13 (45-55% efficiency), p.20 (88% experimenting), p.23 (73% lack upskilling) all lead with the number", "p.2 executive summary properly leads with the answer and a pointed callout ('Waiting is not an option…') rather than a throat-clearing agenda", "Clear diagnostic tension on p.23 ('Enablers Require Additional Investment' / 73% have no upskilling) gives the recommendation on p.24 something to react to" ], "topWeaknesses": [ "The close collapses into one slide (p.24) with no explicit next-step checklist, imperatives, or owner/timeline — a weak landing for a 31-page thesis", "Survey findings (p.19-23) arrive AFTER the 'What It Takes to Win' framework (p.14-17), so the diagnostic that should motivate the framework is filed behind it", "Redundant setup: p.3 'Five Fundamental Pressures Persist' and p.6 'Five Fundamental Pressures Weigh on Growth' restate the same frame, and p.2/p.3 both anchor on $120T", "Only one section divider in 31 pages — readers have to infer pillar boundaries from title drift" ], "narrativeScore": 72, "pillarCritique": "Only one explicit divider exists (p.14 'What It Takes to Win with AI'), so the deck reads as two loosely-bounded halves (why AI / how to deploy AI) rather than MECE pillars; the 'Three Ps' framework on p.7 is named but never used as a structural backbone.", "closingCritique": "A single recommendation slide (p.24 'Planning the AI Journey') carries the entire close before four appendix slides — no explicit next-steps list, no imperative call to action beyond the callout 'the AI era…is here,' and the deck trails off into AuM tables rather than landing a memorable parting thought.", "openingCritique": "p.2 effectively states the thesis ($120T industry rebound but persistent pressure) and the callout 'Waiting is not an option…' plants the stake clearly, but p.3-6 then circle back to re-establish those same 'Five Fundamental Pressures,' delaying the AI pivot until p.7.", "extractionSeconds": 64.08182, "narrativeCritique": "The deck follows a recognizable S→C→A→R arc — industry context (p.2-6), AI as answer (p.7-13), implementation framework (p.14-17), current state diagnostic (p.18-23), and recommendation (p.24) — but the 'resolution' is a single slide and the survey-findings act (p.19-23) arrives after the prescription, muddying the logical flow.", "titleQualityScore": 68, "titleQualityCritique": "Mixed — strong insight-bearing titles like p.4 'The Global Asset Management Industry's AuM Grew by 12% in 2023' and p.13 'AI Tools Increase the Efficiency of a Private-Market Deal Team' sit alongside pure topic labels like p.8 'The Future of Risk-Adjusted Performance,' p.15 'Five Elements Are Critical…,' and p.24 'Planning the AI Journey.'" }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Features a stylized 3D generative art graphic.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/rSmZhdr581XiWu4Sp71qj3vfufHz9pAsfsY-5gzsYDk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OTk4YTNjODEwNzZmM2QwL3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 5, "textChars": 120, "nDataPoints": 0, "notes": "Features a stylized 3D generative art graphic.", "elementsJson": [ "headline_text", "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:48.425+00", "seconds": 3.237, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/1", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-1", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.69, "w": 1, "x": 0, "y": 0.31 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.425+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6a9ed87-4e1c-47e9-bb9f-28c7957d61fe", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.78, "y": 0.91 }, "kind": "image", "text": "BCG", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.425+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1a998f5-7cad-44ff-b6fc-7a98afcccd4c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.06, "y": 0.27 }, "kind": "paragraph", "text": "May 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.425+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1517ac63-60eb-47d0-9a59-dc5bf70b8abf", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.06, "y": 0.04 }, "kind": "paragraph", "text": "FINANCIAL INSTITUTIONS\nGLOBAL ASSET MANAGEMENT REPORT 2024\n22ND EDITION", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.425+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2ec0e91-9637-474a-ba7b-ffbf08c918ea", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.06, "y": 0.16 }, "kind": "title", "text": "AI and the Next Wave of Transformation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.425+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "470b4340-5f5f-403f-8aaf-d74027fc2ace", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/AwBperFHjw7_VwahHjtWskFZjkASO90zsiuNxivpQE0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OTk4YTNjODEwNzZmM2QwL3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/47iACLVmIEAMOB2TiTb6YU9QAXzmuTawfRBXOlnzGR8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OTk4YTNjODEwNzZmM2QwL3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/edSFN5c7lpHMl7-1eMaM4J47XUyL_QkXnH6K8suejQM/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84OTk4YTNjODEwNzZmM2QwL3AwMDEucG5n" }, { "page": 2, "type": "setup", "title": "Mentions a 'three Ps' strategy: productivity, personalization, and private markets.", "function": "establish_context", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 9, "textChars": 1462, "nDataPoints": 2, "notes": "Mentions a 'three Ps' strategy: productivity, personalization, and private markets.", "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:48.506+00", "seconds": 2.995, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/2", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-2", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.88, "x": 0.06, "y": 0.44 }, "kind": "callout", "text": "The global asset management industry’s assets rose to nearly $120 trillion in 2023, reverting from a decline the year before. However, asset managers are facing a variety of challenges to their growth.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3371b771-6296-483d-be6e-d4afd12d5494", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Waiting is not an option when it comes to investing in AI. The technology is rapidly developing, and asset managers that do not start their journey now risk being left behind.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8358-c1a78bf18dc8", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $120 trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8358-c4f7eace493a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.42, "x": 0.52, "y": 0.76 }, "kind": "paragraph", "text": "As part of this year’s report, we surveyed asset managers with collectively more than $15 trillion in assets under management to gather their views on the role of AI in their business...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54bf9ff1-aa4b-4d41-baa4-cbc31e5d1127", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.42, "x": 0.06, "y": 0.76 }, "kind": "paragraph", "text": "In the face of these pressures, asset managers will need to rethink the way they operate in order to maintain the growth and profitability of past years. The most viable way forward is by using an approach that we call the three Ps...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f276df5-bbad-4d27-8ca6-8c5de4ba57e0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.42, "x": 0.52, "y": 0.6 }, "kind": "paragraph", "text": "As the artificial intelligence (AI) technological revolution gathers momentum, asset managers have an opportunity to invest in AI and integrate it into their operations in ways that can enhance a three Ps strategy...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac3c75b6-8072-4626-bf4d-78035eab04cc", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.06, "y": 0.6 }, "kind": "paragraph", "text": "Investors are gravitating to passively managed funds and other products that have lower fees even as asset managers’ costs increase. Their efforts to create new products that would differentiate them from competitors have largely fallen short...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f162fa67-9963-4719-afd7-51942cee61ae", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.42, "x": 0.52, "y": 0.88 }, "kind": "paragraph", "text": "Waiting is not an option when it comes to investing in AI. The technology is rapidly developing, and asset managers that do not start their journey now risk being left behind.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f43ba801-b77e-47b7-b8d4-57307292be40", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.26 }, "kind": "title", "text": "Introduction", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c9d8e71-39df-4520-81ba-319b8c1b4548", "parentComponentId": null } ], "metrics": [ { "metricRaw": "AUM", "numberRaw": "$120 trillion", "numberKind": "money", "actionTitle": "The global asset management industry’s assets rose to nearly $120 trillion in 2023, reverting from a decline the year before. However, asset managers are facing a variety of challenges to their growth.", "calloutText": "Waiting is not an option when it comes to investing in AI. The technology is rapidly developing, and asset managers that do not start their journey now risk being left behind.", "numberScale": "t", "numberValue": 120, "metricFamily": "market_size", "numberCurrency": "$" } ], "tools": [ { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-a469464163c5", "evidence": "Callout crystallises POV+stake: 'waiting is not an option... risk being left behind'", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." }, { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-a9c75e607632", "evidence": "Answer-first executive summary precedes evidence chapters", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." }, { "tool": { "name": "SCQA Framework", "slug": "scqa-framework", "status": "active", "bestFor": null, "canonId": "019dd956-7bcb-763f-bdf6-1dfedf3bd36c", "version": 1, "bodyDocId": "019df22a-a0b0-719e-937e-2ac31e53d32c", "description": "Situation, Complication, Question, Answer - structured problem framing", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-a106201c22c4", "evidence": "Exec summary frames Situation (rebound), Complication (challenges), Question (what to do), Answer (AI)", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-994deb39a923", "evidence": "Title states the insight: '$120T... however asset managers face challenges'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3e43c461-d5f6-49f6-abaf-62cd00d50715", "evidence": "Investors are gravitating to passively managed funds and other products that have lower fees even as asset managers’ costs increase.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:07:14.014517+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Opening Hooks", "slug": "opening-hooks", "status": "active", "bestFor": null, "canonId": "019dd956-aeb0-77d5-bfbd-9cd9a6be8186", "version": 1, "bodyDocId": null, "description": "Techniques to capture attention: Startling statistic, provocative question, short story, analogy, contrast", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-9c24f7400963", "evidence": "Startling statistic hook: 'nearly $120 trillion in 2023'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "9ceeddbc-d80e-449f-9e25-7701de796e21", "evidence": "Productivity, Personalization, Private Markets", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 19:39:48.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "frameworkName": "Three Ps Strategy" } ], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Situation & Context", "beatId": "019dd95a-0701-77fe-ae98-81b5b6cf0e11", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Exec summary + industry AuM rebound to $120T frames the situation", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The slide uses a 3D bar chart visualization as a background graphic, but the core content is text-based summary.", "function": "establish_context", "rawType": "situation_overview", "block": null, "metadata": { "slideType": "situation_overview", "slideTypeCanon": { "name": "Situation overview", "slug": "situation_overview", "status": "active", "canonId": "019de52d-0cfe-7769-99aa-9a2fe82a4039", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 7, "textChars": 1023, "nDataPoints": 5, "notes": "The slide uses a 3D bar chart visualization as a background graphic, but the core content is text-based summary.", "elementsJson": [ "headline_text", "paragraph", "callout_box", "other" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:48.288+00", "seconds": 2.593, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/3", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-3", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "At a first glance, the global asset management industry experienced an impressive rebound in 2023. The industry's total assets under management (AuM) rose to nearly $120 trillion, an increase of 12% over 2022, a year that saw AuM plummet by 9%.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8358-896f75678a5b", "parentComponentId": null }, { "bbox": { "h": 0.56, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa13c3ae-1b99-403c-aa64-46afdb7731cc", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AuM: $120 trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8358-8f9fc522e288", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.43, "x": 0.51, "y": 0.83 }, "kind": "paragraph", "text": "However, while dramatic, the growth only serves to mask the asset management industry's underlying vulnerability. Industry revenues increased by just 0.2% in 2023, while costs rose by 4.3% for the year. With these two opposing forces at play, profits declined by 8.1%. (See Exhibit 2.)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12200975-fbb5-4c58-8650-d4f78c35c20f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.43, "x": 0.51, "y": 0.76 }, "kind": "paragraph", "text": "All parts of the world participated in the 2023 recovery: AuM growth ranged from 16% in North America to 5% in Asia-Pacific markets, excluding Japan and Australia. (See Appendix 1.)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4107dd1a-2739-4063-b841-92f417d874c9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.43, "x": 0.51, "y": 0.66 }, "kind": "paragraph", "text": "At a first glance, the global asset management industry experienced an impressive rebound in 2023. The industry's total assets under management (AuM) rose to nearly $120 trillion, an increase of 12% over 2022, a year that saw AuM plummet by 9%. (See Exhibit 1.)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7df6a106-7a06-42c3-8b74-826730d208f1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.88, "x": 0.06, "y": 0.59 }, "kind": "title", "text": "Five Fundamental Pressures Persist", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9c9ff42-d033-4f93-896c-525a34c0bb74", "parentComponentId": null } ], "metrics": [ { "metricRaw": "AuM", "numberRaw": "$120 trillion", "numberKind": "money", "actionTitle": "Five Fundamental Pressures Persist", "calloutText": "At a first glance, the global asset management industry experienced an impressive rebound in 2023. The industry's total assets under management (AuM) rose to nearly $120 trillion, an increase of 12% over 2022, a year that saw AuM plummet by 9%.", "numberScale": "t", "numberValue": 120, "metricFamily": "market_size", "numberCurrency": "$" } ], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-b4c274ab2991", "evidence": "Sets up rebound (positive) vs persistent pressures (negative) tension", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Foreshadowing", "slug": "foreshadowing", "status": "active", "bestFor": null, "canonId": "019dd956-a406-7159-bb8c-aeef05df2563", "version": 1, "bodyDocId": null, "description": "Planting hints of what's to come for later payoff", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-b0758a650139", "evidence": "Names the five pressures that the next exhibit will detail", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-acbdd1114856", "evidence": "Title 'Five Fundamental Pressures Persist' states the conclusion", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Situation & Context", "beatId": "019dd95a-0701-77fe-ae98-81b5b6cf0e11", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Exec summary + industry AuM rebound to $120T frames the situation", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 6, "from": 3, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e0-feb5fa18b786", "evidence": "Pp.3-6 stack revenue, fee, cost, product-survival pressures — 'waiting is not an option' callout reinforces inaction cost", "position": 1, "objective": "Make the structural pressures feel urgent despite the headline rebound", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 4, "type": "analysis", "title": "Contains two distinct exhibits: Exhibit 1 (AuM growth) and Exhibit 2 (Profitability drivers).", "function": "analyze_data", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 8, "textChars": 486, "nDataPoints": 42, "notes": "Contains two distinct exhibits: Exhibit 1 (AuM growth) and Exhibit 2 (Profitability drivers).", "elementsJson": [ "headline_text", "bar_chart_vertical", "bar_chart_vertical", "bar_chart_vertical", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:48.666+00", "seconds": 2.92, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/4", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-4", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Rising Costs and Stagnant Revenues Drove Profits to Decline", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8358-d85bd0b8d0f9", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.56 }, "kind": "chart", "text": "Average AuM, Net Revenues, Costs, and Profit pool indices and margins", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b90c212-bfce-4e73-980d-d01ebd6f6fd0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.08 }, "kind": "chart", "text": "Global AuM ($Trillions) 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56412545-0806-4608-9c6b-b8f5ed54d9c2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.08 }, "kind": "chart", "text": "Net flows as a share of beginning-of-year AuM (%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bcad701a-25b1-4744-a0a8-fca68268a9a1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.38 }, "kind": "disclaimer", "text": "Sources: BCG's Global Asset Management Market Sizing Database, 2024; BCG's Global Asset Management Benchmarking Database, 2024.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acc36e2d-e527-477b-8c43-cdb6e9143943", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AuM: 12%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8358-def30a4d9d82", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.05, "y": 0.52 }, "kind": "title", "text": "Exhibit 2 Rising Costs and Stagnant Revenues Drove Profits to Decline", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23b7a408-2df4-424a-b70b-2e0d6cf20542", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Exhibit 1 The Global Asset Management Industry's AuM Grew by 12% in 2023", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da676118-ba21-4d0d-b79a-ae941c6c847f", "parentComponentId": null } ], "metrics": [ { "metricRaw": "AuM", "numberRaw": "12%", "numberKind": "percent", "actionTitle": "The Global Asset Management Industry’s AuM Grew by 12% in 2023", "calloutText": "Rising Costs and Stagnant Revenues Drove Profits to Decline", "numberScale": null, "numberValue": 12, "metricFamily": "market_size", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-bb807ba6a99f", "evidence": "Title quantifies insight: 'AuM Grew by 12% in 2023'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-c3ebfe15805e", "evidence": "+12% callout bubble + +6% CAGR annotation on bars", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-be5187649dc5", "evidence": "Bar chart of annual AuM ($T) — appropriate for trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Color Strategy", "slug": "color-strategy", "status": "active", "bestFor": null, "canonId": "019dd956-b202-77cf-8a6e-f445b08c0fd3", "version": 1, "bodyDocId": null, "description": "Using color for emphasis, categories, sentiment, and hierarchy", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-c5c9fbbf3aac", "evidence": "Latest year highlighted lighter green to signal current period", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Situation & Context", "beatId": "019dd95a-0701-77fe-ae98-81b5b6cf0e11", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Exec summary + industry AuM rebound to $120T frames the situation", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 6, "from": 3, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e0-feb5fa18b786", "evidence": "Pp.3-6 stack revenue, fee, cost, product-survival pressures — 'waiting is not an option' callout reinforces inaction cost", "position": 1, "objective": "Make the structural pressures feel urgent despite the headline rebound", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 5, "type": "setup", "title": "The slide uses a strong action-title as the primary headline.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 9, "textChars": 1593, "nDataPoints": 10, "notes": "The slide uses a strong action-title as the primary headline.", "elementsJson": [ "headline_text", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:49.698+00", "seconds": 3.86, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/5", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-5", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Tight monetary policies and general market uncertainty, resulted in investors moving into products with lower fees.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-001b58fe83fc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.41, "x": 0.51, "y": 0.71 }, "kind": "list", "text": "Fewer new products are surviving despite attempts at innovation. Despite asset managers' continuing efforts to develop new offerings, many have not been successful. In fact, only 37% of all mutual funds launched in 2013 still existed by 2023.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4dea015d-959b-4d15-b3a6-f6542c647c84", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.41, "x": 0.51, "y": 0.65 }, "kind": "list", "text": "Costs are rising. Costs continued on an upward trajectory, increasing by about 80% since 2010 at a compound annual growth rate of 5%.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a4b7bfb-84ad-4cc2-b303-f30a5b67fe0f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.41, "x": 0.51, "y": 0.25 }, "kind": "list", "text": "Revenue pressure continues. Asset managers cannot rely on market performance to drive revenue growth in the future to the same extent that they have in the past. Since 2006, almost 90% of the industry's revenue growth has come from market appreciation.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c918fd21-dd79-4e3a-ae7e-30da45fd0bc4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.41, "x": 0.51, "y": 0.51 }, "kind": "list", "text": "Fee compression is accelerating. Similarly, the pressure on fees showed no signs of reversing in 2023. The average fee in 2023 was 22 basis points (bps), down from 25 bps in 2015 and 26 bps in 2010.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e41c578b-8f06-481e-af8a-d30879efe322", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.41, "x": 0.51, "y": 0.39 }, "kind": "list", "text": "Passive funds are increasingly popular. Passive products continue to capture the lion's share of net flows. In 2023, passive products attracted 70% of total global mutual funds and exchange-traded funds (ETFs) net flows (about $920 billion).", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eec3a834-dd7e-4272-9012-b178706a3190", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "net inflows: $1.3 trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-0495e613a54c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.41, "x": 0.51, "y": 0.18 }, "kind": "paragraph", "text": "In addition, the asset management industry continued to face structural challenges from the five fundamental pressures that we identified in last year's report. These pressures did not subside in 2023. (See Exhibit 3.)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "436bb641-0af0-4ea0-a18b-12f03666182e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.08, "y": 0.18 }, "kind": "title", "text": "Tight monetary policies and general market uncertainty prompted investors to move into products with lower fees. Money market products had net inflows of $1.3 trillion.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15ba60ea-0069-4152-8245-a1ca02ecdcb0", "parentComponentId": null } ], "metrics": [ { "metricRaw": "net inflows", "numberRaw": "$1.3 trillion", "numberKind": "money", "actionTitle": "Tight monetary policies and general market uncertainty prompted investors to move into products with lower fees. Money market products had net inflows of $1.3 trillion.", "calloutText": "Tight monetary policies and general market uncertainty, resulted in investors moving into products with lower fees.", "numberScale": "t", "numberValue": 1.3, "metricFamily": "other", "numberCurrency": "$" } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-c9e3e2c31221", "evidence": "Title states cause and effect: tight policy → $1.3T into money market", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-cceff6cd2e13", "evidence": "Specific $1.3T number anchors the abstract claim about fee compression", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "199a3a28-7657-455c-8773-5faaa01b849e", "evidence": "Tight monetary policies and general market uncertainty prompted investors to move into products with lower fees.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:07:14.184532+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "7a7e2538-8882-4ab2-95bf-f58047cc00e0", "evidence": "The slide uses a full sentence summary as the primary headline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:49.698+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "action-titles" } ], "arcBeats": [ { "to": 6, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "019dd95a-0701-77fe-ae98-85628bc35486", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Investors moving to lower fees + Five Fundamental Pressures dashboard", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 6, "from": 3, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e0-feb5fa18b786", "evidence": "Pp.3-6 stack revenue, fee, cost, product-survival pressures — 'waiting is not an option' callout reinforces inaction cost", "position": 1, "objective": "Make the structural pressures feel urgent despite the headline rebound", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The slide uses a series of bar and stacked bar charts to illustrate structural headwinds in the asset management industry.", "function": "analyze_data", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 10, "textChars": 464, "nDataPoints": 45, "notes": "The slide uses a series of bar and stacked bar charts to illustrate structural headwinds in the asset management industry.", "elementsJson": [ "headline_text", "action_title", "bar_chart_stacked", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:49.501+00", "seconds": 3.662, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/6", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-6", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.35, "x": 0.06, "y": 0.11 }, "kind": "chart", "text": "Revenue growth drivers (2005-2023)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89b945b0-54a7-4a5b-a4ff-af6c95292f2b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.42, "y": 0.38 }, "kind": "chart", "text": "Top ten fund managers share of flows", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9847a310-53e6-49ce-9991-f2a2def72562", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.06, "y": 0.38 }, "kind": "chart", "text": "Net flows to passive vs active funds", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa38c7fc-8c9a-4c9a-b72f-4fb1f2bf424f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.06, "y": 0.65 }, "kind": "chart", "text": "Average fee compression", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72ef872b-eafd-43b9-a660-33afaac6732d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.65, "y": 0.65 }, "kind": "chart", "text": "New product survival rates", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7621ac0f-e55d-4428-b499-f326535df03a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.35, "y": 0.65 }, "kind": "chart", "text": "Rising costs and cost as share of revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79239236-cf84-429d-9511-d0a68b1a1f59", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.53, "y": 0.11 }, "kind": "chart", "text": "New flows by product type 2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c93f97f-19c8-41fd-bfeb-889a347504f3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.06, "y": 0.85 }, "kind": "disclaimer", "text": "Sources: BCG's Global Asset Management Market Sizing Database, 2024; BCG's Global Asset Management Benchmarking Database, 2024; ISS Market Intelligence Simfund; BCG analysis.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78d5b4b0-21a8-45a4-8eab-60bc8066abac", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Revenue: 194", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-19d60aa613e3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Exhibit 3 Five Fundamental Pressures Weigh on Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.501+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ade43013-92e7-4a7b-a09f-5f303a0bbba5", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Revenue", "numberRaw": "194", "numberKind": "plain", "actionTitle": "Five Fundamental Pressures Weigh on Growth", "calloutText": null, "numberScale": null, "numberValue": 194, "metricFamily": "revenue", "numberCurrency": null } ], "tools": [ { "tool": { "name": "MECE Principle", "slug": "mece-principle", "status": "active", "bestFor": null, "canonId": "019dd956-7c60-71a8-8758-c79d914489c9", "version": 1, "bodyDocId": null, "description": "Mutually Exclusive, Collectively Exhaustive - ensuring complete, non-overlapping structure", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-e2fd497a100a", "evidence": "Five distinct pressures partition the headwinds into non-overlapping buckets", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-d2ddb6efd429", "evidence": "Title 'Five Fundamental Pressures Weigh on Growth' states verdict", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Color Strategy", "slug": "color-strategy", "status": "active", "bestFor": null, "canonId": "019dd956-b202-77cf-8a6e-f445b08c0fd3", "version": 1, "bodyDocId": null, "description": "Using color for emphasis, categories, sentiment, and hierarchy", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-de54752daf95", "evidence": "Latest year highlighted in light green across multiples for consistent reading", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-d7dfb255c2fd", "evidence": "Grid of repeated bar charts: revenue, passive flows, fees, costs, fund survival", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Visual Hierarchy", "slug": "visual-hierarchy", "status": "active", "bestFor": null, "canonId": "019dd956-b2ca-706b-937f-e52441086fd7", "version": 1, "bodyDocId": null, "description": "Order of perception through Size > Color > Position > Weight > Space", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e92-d899c27f8e66", "evidence": "Three-section structure with bold subheads (Revenue/Passive/Fees-Costs-Products)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019dd95a-1ca6-71be-9e56-18ff6cee875e", "evidence": "Slide explicitly labels 'Five Fundamental Pressures Weigh on Growth' with 5 grouped exhibits", "framework": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "BCG Five Fundamental Pressures" } ], "arcBeats": [ { "to": 6, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "019dd95a-0701-77fe-ae98-85628bc35486", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Investors moving to lower fees + Five Fundamental Pressures dashboard", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 6, "from": 3, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e0-feb5fa18b786", "evidence": "Pp.3-6 stack revenue, fee, cost, product-survival pressures — 'waiting is not an option' callout reinforces inaction cost", "position": 1, "objective": "Make the structural pressures feel urgent despite the headline rebound", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a high-level conceptual image and two columns of text to frame the strategic importance of AI in asset management.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 6, "textChars": 2005, "nDataPoints": 0, "notes": "The slide uses a high-level conceptual image and two columns of text to frame the strategic importance of AI in asset management.", "elementsJson": [ "photo", "headline_text", "paragraph" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:49.712+00", "seconds": 3.772, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/7", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-7", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "To remain competitive and boost profitability in the face of the five fundamental pressures, asset managers should use an approach that we call the three Ps—productivity, personalization, and private markets.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-5ac82026a466", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ce0c6b2-3906-4ee2-8b2a-1011f5b910e2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.52, "y": 0.66 }, "kind": "paragraph", "text": "AI is being built into a variety of tools that asset managers can use to improve their operations. The power of such tools comes from AI’s ability to rapidly collect, synthesize, and analyze vast amounts of data from internal and external sources and then generate information on the basis of patterns found in the data. The subset of AI known as generative artificial intelligence (GenAI) has the ability to interpret and analyze unstructured data from a wide range of sources and create original content. Tools that combine the capabilities of AI and GenAI can communicate with users in natural language, a feature that simplifies their use and can accelerate their adoption. Both AI and GenAI are becoming critical to asset managers. Those that service insurance portfolios are finding these technologies instrumental as they adapt to new pressures on their allocation and risk management strategies. (See the sidebar “The Future of Risk-Adjusted Performance.”)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13071dc7-6bdb-42a2-867b-2b009a542670", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.42, "x": 0.06, "y": 0.76 }, "kind": "paragraph", "text": "We introduced this approach in last year’s report and continue to find it the best strategy for spurring growth. Increased productivity can make a big difference in just about every organizational function. Improved personalization can facilitate the development of products tailored to the unique needs of customers, enhance the customer experience, and enable asset managers to distinguish themselves effectively from competitors. The expansion into private markets can help asset managers focus on higher-margin products to diversify revenue. Key to accelerating each of these elements is AI.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17be0dc2-1ff0-444d-89e8-d920150f6bed", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.42, "x": 0.06, "y": 0.66 }, "kind": "paragraph", "text": "To remain competitive and boost profitability in the face of the five fundamental pressures, asset managers should use an approach that we call the three Ps—productivity, personalization, and private markets.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e97d16fc-1102-4e57-9e90-5b05a38a2ede", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.59 }, "kind": "title", "text": "AI Can Accelerate the Three Ps", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7eec889-83c5-4d90-ad79-b1609ecc7fc3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "The Rule of Three", "slug": "the-rule-of-three", "status": "active", "bestFor": null, "canonId": "019dd956-8962-75cf-b4f8-9394501a6f33", "version": 1, "bodyDocId": null, "description": "Ideas presented in threes are more memorable and satisfying", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-f805bf34aec2", "evidence": "Three Ps framing satisfies rule-of-three memorability", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Inductive Reasoning", "slug": "inductive-reasoning", "status": "active", "bestFor": null, "canonId": "019dd956-99c6-705e-94cc-76a504c3da37", "version": 1, "bodyDocId": null, "description": "Grouping similar evidence to form a conclusion (Evidence → Pattern → Conclusion)", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-f7c02fcef07a", "evidence": "Loop 2 stacks productivity, personalization and deal-team evidence into AI thesis", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Tricolon", "slug": "tricolon", "status": "active", "bestFor": null, "canonId": "019dd956-a13d-7356-9038-da27abe565f8", "version": 1, "bodyDocId": null, "description": "Three parallel phrases of increasing length or intensity", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-f085df987bf0", "evidence": "Three-part parallel construction structures the solution chapter", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-e7f8e02cc49a", "evidence": "Title 'AI Can Accelerate the Three Ps' states the thesis", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Core Message Extraction", "slug": "core-message-extraction", "status": "active", "bestFor": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "canonId": "019dd956-bc71-707d-8867-1b2e810175cf", "version": 1, "bodyDocId": "f85613cb-4b77-462f-bfe6-3b862516e1a6", "description": "The discipline of distilling raw analysis, data, or content into a single declarative sentence — the slide's core message — that the audience would walk away with if they remembered nothing else. Process, not artefact: extraction questions run on the raw content until one sentence falls out.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-efc61049aba6", "evidence": "Compresses entire solution into 3-letter shorthand", "pageRefs": null, "priority": null, "whenToUse": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves the two failure modes of slide writing simultaneously: the topic title (which outsources interpretation to the audience and produces three different conclusions in three different heads) and the multi-thesis stapler (which exceeds working memory and gets remembered as fragments). Aligns with how readers actually consume decks — Heath & Heath's Find the Core, the journalist's nut graf, and Minto's governing thought all converge on the same cognitive economics.", "antipattern": "Topic titles disguised as core messages (Customer satisfaction, no verb, no stake); multi-thesis sentences stapled with and; hedged sentences (may show signs of possible softening); chart-caption titles (Revenue fell 4%) that restate what the chart already shows instead of naming the so-what; meta-commentary (this slide explores...) that describes the slide rather than concluding it.", "cardinality": null, "narrativePurpose": "Forces the slide author to do the interpretive work before the slide ships, so the audience does not have to do it during the meeting. Wins the WYSIATI battle on purpose — the loudest fragment on the page becomes the author's chosen sentence rather than whichever chart label happens to be largest." }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e92-e833dd300047", "evidence": "'Three Ps' mnemonic: productivity, personalization, private markets", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "4811b6fa-5975-4b5b-aa69-9a7572927472", "evidence": "productivity, personalization, and private markets", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:49.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "Three Ps" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The slide discusses the shift from traditional ALM/SAA processes to AI-driven models due to regulatory pressures (IFRS 17/9) and market volatility.", "function": "establish_context", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 94, "componentCount": 12, "textChars": 5071, "nDataPoints": 4, "notes": "The slide discusses the shift from traditional ALM/SAA processes to AI-driven models due to regulatory pressures (IFRS 17/9) and market volatility.", "elementsJson": [ "headline_text", "paragraph", "callout_box" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:40:10.664+00", "seconds": 24.606, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/8", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-8", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.42, "x": 0.51, "y": 0.48 }, "kind": "callout", "text": "In one step, AI models can compare portfolio holdings and their risk levels, optimize runoff profiles, and establish new risk thresholds.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50121465-5991-46c1-9332-ffc54040abd3", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.42, "x": 0.07, "y": 0.4 }, "kind": "paragraph", "text": "Regulations are one source of pressure. The International Financial Reporting Standards (IFRS) amendments 17 and 9 that took effect in Europe and Asia in 2023 have brought a new set of accounting practices. The IFRS requirements for standardized performance metrics have compelled many asset managers serving insurance clients in those regions to rethink their previous asset allocation strategies so that they can achieve their objectives.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07af12e4-24eb-4360-9db0-f0cb305e0422", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.42, "x": 0.51, "y": 0.3 }, "kind": "paragraph", "text": "The rapid turnaround makes it possible to provide insurance clients with a transparent, multidimensional assessment of which assets are being stacked against which liabilities—and the analysis can be performed monthly or even weekly. On the liability side, AI has proven itself able to forecast insurance policy lapse rates. This is a capability that was previously available only to managers of larger portfolios with the means to build analytical models to scale. Now, however, GenAI models, which can systematize vast amounts of scattered data from both structured and unstructured sources, can make this capability available to asset managers of any size.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11980a80-1d45-45d7-a770-3fc6ae8ae318", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.42, "x": 0.51, "y": 0.6 }, "kind": "paragraph", "text": "GenAI models provide the ability to develop and automate many reporting exercises. For example, reconciling the market performance of portfolio holdings with the accounting figures is still largely a manual exercise, but it will not be for much longer. Using GenAI, an asset manager can connect automatically with all requisite data platforms and quickly download a full report. In this case, too, the system provides a fully transparent disclosure of where the numbers come from.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1501cc1c-f09f-4b6b-8fea-c216e36746e2", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.42, "x": 0.07, "y": 0.23 }, "kind": "paragraph", "text": "To drive performance and lessen risk, insurance asset managers have long relied on two main analytical processes. Asset and liability management (ALM) is used to inform the investment team about the commitments made through policies, while strategic asset allocation (SAA) helps determine how to maximize investment upside while minimizing risks for the insurer.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44035cb0-6d9c-4651-8547-5a8ad1ebf769", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.42, "x": 0.07, "y": 0.11 }, "kind": "paragraph", "text": "In the insurance industry, investment income can represent as much as 30% to 50% of a company’s earnings. Each day, billions of dollars from insurance portfolios move through the financial markets. As a result, any small change in performance outcome, even if it’s only a matter of decimal points, can add or destroy significant amounts of value.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e4d741f-796b-4343-8d97-35421399f6a6", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.42, "x": 0.51, "y": 0.73 }, "kind": "paragraph", "text": "By using AI- and GenAI-powered risk and allocation analytics, portfolio managers also gain access to a wider scope of investment parameters and data, with the ability to react quickly when market changes call for adjustments. These advanced systems are going to become a source of competitive advantage in the next few years—and it will be mandatory for insurance asset managers to embrace AI to continue producing winning investment results and cost efficiencies.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e853131-df5a-44aa-84d7-7b8d3e187195", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.42, "x": 0.07, "y": 0.35 }, "kind": "paragraph", "text": "Now, however, asset managers are under pressure to perform these processes in much greater detail and far more often.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c6a6cb3-0a82-4101-979b-1b71147abcf2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.42, "x": 0.07, "y": 0.52 }, "kind": "paragraph", "text": "But even greater pressures have arisen from the geopolitical turmoil and resulting market uncertainties that affect every part of the world. In this chaotic climate, insurance portfolio managers need to be prepared with in-depth market intelligence so that they are ready to make adjustments far more frequently. Whereas it used to be typical to conduct ALM and SAA reviews once or twice a year, quarterly reviews are now considered the minimum requirement, and some firms are starting to conduct the process every month, leveraging a greater amount of internal and external data.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d2c1384-e2cb-4c8a-80b6-9413d651a0b6", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.42, "x": 0.51, "y": 0.11 }, "kind": "paragraph", "text": "AI models are able to boost the efficiency of both the ALM and SAA processes in a number of ways. Currently, most reviews are still performed using mathematical models that optimize the results using only one variable at a time. An AI model, however, can compare portfolio holdings and their risk levels, optimize runoff profiles, and establish new risk thresholds all in one step. With the present-day systems, portfolio managers typically lack the resources to perform the cumbersome task of analyzing underlying assets from third-party sources, such as managers of funds of funds or ETFs, more often than two or three times a year. AI, however, can quickly detect and analyze that data.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adc3ca4d-37ec-45e9-bc40-1860d5ba20d2", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.42, "x": 0.07, "y": 0.68 }, "kind": "paragraph", "text": "The most advanced players are starting to use AI and its generative AI (GenAI) subset to perform their ALM and SAA processes with the depth and frequency that’s now required, and it is becoming clear that this is where the future lies for insurance investment management. All models are especially effective at combining large amounts of data, including unstructured data from multiple sources, to inform the decision-making task. These models make it possible to extract more value from the analytical processes and reduce the associated costs by 5% to 15%. Moreover, with the exponentially greater efficiency gained from AI, some players have been able to achieve risk-adjusted returns that have been 10 to 20 basis points higher than previous performance.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0b7bb63-bfa7-4e0a-b667-31cb765c775d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.07, "y": 0.06 }, "kind": "title", "text": "The Future of Risk-Adjusted Performance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:10.664+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2708f0d0-abe6-4b3a-b7b3-80c07062ce60", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e92-fd19a0a4fa16", "evidence": "Title 'The Future of Risk-Adjusted Performance' frames a forward look", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-021403e87170", "evidence": "Callout names specific AI actions: compare holdings, optimize runoff, set thresholds", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 9, "type": "resolution", "title": "The waterfall chart illustrates the reduction in cost base across different business functions due to AI implementation.", "function": "quantify_impact", "rawType": "impact_sizing", "block": null, "metadata": { "slideType": "impact_sizing", "slideTypeCanon": { "name": "Impact sizing", "slug": "impact_sizing", "status": "active", "canonId": "019de52d-0d26-773b-aeda-2d1930f5636d", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 10, "textChars": 1026, "nDataPoints": 22, "notes": "The waterfall chart illustrates the reduction in cost base across different business functions due to AI implementation.", "elementsJson": [ "headline_text", "bullet_list", "waterfall_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:50.182+00", "seconds": 4.036, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/9", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-9", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Asset managers can achieve significant efficiency gains across their value chain by using AI.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-35df5e748ba7", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.88, "x": 0.06, "y": 0.62 }, "kind": "chart", "text": "Waterfall chart showing cost base reduction across functions", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce7ad5bd-a97f-47d7-aea0-2bf7d1efa117", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Value Chain", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": { "name": "Structuring frame", "slug": "structuring-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-48ff-708d-8103-a8464743e560", "version": 1, "bodyDocId": null, "description": "A named scaffold for organising content (SCQA, situation-action-result, etc.).", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-3ef150e996e0", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.41, "x": 0.51, "y": 0.07 }, "kind": "list", "text": "Operations and Risk and Compliance. AI can make a significant impact on reporting... IT. AI can enhance the efficiency and effectiveness of IT infrastructure... Business Management and Support. AI can improve decision-making...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fc0d7d0-0da8-4039-b6b1-bb00650920c0", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.41, "x": 0.06, "y": 0.11 }, "kind": "list", "text": "Sales and Marketing. A combination of AI and GenAI tools can help develop marketing content... Investment Management and Trade Execution. AI can support investment teams with thesis development...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48fe89ec-88e3-4fec-ad05-8677402c7dcb", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Estimated efficiency gains (%): 85-95", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-39f38bdb29b2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.41, "x": 0.06, "y": 0.07 }, "kind": "paragraph", "text": "Asset managers can achieve significant efficiency gains across their value chain by using AI. (See Exhibit 4.)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b1249ef-1cb1-4d6b-8d74-e30710319cb3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.65, "x": 0.06, "y": 0.83 }, "kind": "source-note", "text": "Sources: BCG's Global Asset Management Benchmarking Database, 2023; expert interviews; BCG analysis. Note: Individual value chain ranges do not add up to the total range because of rounding.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec2e59ab-6de7-4473-9abe-a53adc761473", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.33, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "AI Can Increase Productivity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37630618-1117-4a6a-9223-ccd17d44471e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.65, "x": 0.06, "y": 0.59 }, "kind": "title", "text": "Exhibit 4 AI-Enabled Gains Can Improve Productivity Across the Value Chain", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd6439d5-1c44-4daa-8047-b2c1a5442dfc", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Estimated efficiency gains (%)", "numberRaw": "85-95", "numberKind": "plain", "actionTitle": "AI Can Increase Productivity", "calloutText": "Asset managers can achieve significant efficiency gains across their value chain by using AI.", "numberScale": null, "numberValue": 85, "metricFamily": "cost_savings", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-0632416e2458", "evidence": "Title 'AI-Enabled Gains Can Improve Productivity Across the Value Chain' states verdict", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-0e2a50fb2509", "evidence": "Each step labelled with efficiency-gain range (e.g. 15-25%, 30-40%)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-091ff9a0b71d", "evidence": "Waterfall chart from cost base 100 down to AI-powered base 85-95", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Visual Hierarchy", "slug": "visual-hierarchy", "status": "active", "bestFor": null, "canonId": "019dd956-b2ca-706b-937f-e52441086fd7", "version": 1, "bodyDocId": null, "description": "Order of perception through Size > Color > Position > Weight > Space", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-114917c28619", "evidence": "Start and end bars tallest; intermediate steps grouped under value-chain stages", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f7df3773-6bc7-49d3-84da-fdf37f4d9f54", "evidence": "The slide explicitly mentions 'across their value chain' and breaks down the asset manager's operations into functional segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:50.182+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "value-chain" }, { "matchId": "019dd95a-1ca6-71be-9e56-1d05243586f8", "evidence": "Title says 'Across the Value Chain'; x-axis lists value-chain stages (Sales, Investment, Ops, IT, Risk, HR, Legal, Finance, Mgmt)", "framework": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "Value Chain" }, { "matchId": "019dd95a-1ca6-71be-9e56-22e98bd41d21", "evidence": "Cost base 100 stepped down by per-stage efficiency gains to 85-95", "framework": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "Waterfall (Value Bridge)" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 10, "type": "evidence", "title": "The slide uses a process flow to demonstrate the interaction between a research analyst and AI tools.", "function": "illustrate_case", "rawType": "client_example", "block": null, "metadata": { "slideType": "client_example", "slideTypeCanon": { "name": "Client example", "slug": "client_example", "status": "active", "canonId": "019de52d-0c87-77cb-9867-613ae22e95ac", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 6, "textChars": 685, "nDataPoints": 2, "notes": "The slide uses a process flow to demonstrate the interaction between a research analyst and AI tools.", "elementsJson": [ "headline_text", "paragraph", "process_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:48.549+00", "seconds": 2.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/10", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-10", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "These efficiency opportunities represent just a fraction of AI’s potential; the list of applications continues to expand alongside the advancement of the technology.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:00+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-867f5b29e70c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.88, "x": 0.06, "y": 0.5 }, "kind": "diagram", "text": "Three-step process: 1. Conduct a search, 2. Receive selected topics and insights, 3. Create a tailored report.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "644a8fd7-f631-4808-aab3-c83467f2cc11", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.43, "x": 0.51, "y": 0.1 }, "kind": "paragraph", "text": "These efficiency opportunities represent just a fraction of AI's potential; the list of applications continues to expand alongside the advancement of the technology.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "850a1ea8-a68f-42bd-9747-7de9a2ddb902", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.06, "y": 0.87 }, "kind": "source-note", "text": "Sources: Expert interviews; BCG analysis.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19bc7113-592d-46a7-a319-33a7ebbe57c1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.06, "y": 0.1 }, "kind": "title", "text": "AI can enhance productivity by conducting preliminary investment research, data collection, and analysis.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c42780d2-4f1b-43d5-b76a-61abf051aa2f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.06, "y": 0.43 }, "kind": "title", "text": "Exhibit 5 Asset Managers Can Use AI and GenAI to Accelerate Investment Research in Natural Language", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:48.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e95a546f-2778-4c80-8887-1f3ad3f8a902", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-141de667e2c2", "evidence": "Title states use case: AI enhances productivity via research/data/analysis", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Dual Coding Theory", "slug": "dual-coding-theory", "status": "active", "bestFor": null, "canonId": "019dd956-caf9-72e1-bf80-42c11f0c1f42", "version": 1, "bodyDocId": null, "description": "Information encoded both verbally and visually remembered better", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-184c9e91378e", "evidence": "Process diagram pairs verbal description with visual flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "a75ec09f-e78e-4229-964d-b12d39b2ea3b", "evidence": "Three-step sequential workflow for AI-assisted research", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 19:39:48.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "process" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 11, "type": "evidence", "title": "The slide uses a process diagram to contrast non-personalized, customized, and GenAI-enabled customized investing.", "function": "illustrate_case", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 8, "textChars": 1074, "nDataPoints": 0, "notes": "The slide uses a process diagram to contrast non-personalized, customized, and GenAI-enabled customized investing.", "elementsJson": [ "paragraph", "process_diagram", "icon_grid", "footnote" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:52.583+00", "seconds": 6.424, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/11", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-11", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "With this capability, asset management firms can potentially offer personalized portfolios to a much broader group of investors.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-dd1f554027ed", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.88, "x": 0.06, "y": 0.58 }, "kind": "diagram", "text": "Comparison of Nonpersonalized, Customized, and GenAI-enabled investing workflows.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e2cf9b3-7bc1-485e-bcad-d302040e360f", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.06, "y": 0.16 }, "kind": "paragraph", "text": "Personalized Portfolios at Scale: Advancements in AI are leading to two major developments for personalized portfolios. First, AI represents a step-change in the construction of customized portfolios...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9a2a5a8-caf9-4751-8a91-79f0dea7d3e4", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.5, "y": 0.07 }, "kind": "paragraph", "text": "The second development is the efficient scaling of customized portfolio management, resolving a major challenge that has made bespoke investing a high-cost service...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfdf99b3-8b68-46f3-9cef-fa2393ed5241", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.06, "y": 0.07 }, "kind": "paragraph", "text": "Al can enhance personalization by expanding the ability to create and manage customized portfolios at scale. In addition, it makes it possible to provide a more highly tailored customer experience, from acquisition through retention, at scale.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1ce76c8-3561-4aa5-b04b-c1120f86430a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.06, "y": 0.9 }, "kind": "source-note", "text": "Sources: Expert interviews; BCG analysis. Note: GenAI = generative intelligence. Financial advisor, relationship manager, or sales professional.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87990ded-0274-4f5e-9392-5a37d222186d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "AI Can Enable Greater Personalization", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71e90bf9-8dde-4401-98bd-22f2df8cf4a2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.8, "x": 0.06, "y": 0.555 }, "kind": "title", "text": "Exhibit 6 AI Makes It Possible to Scale Personalized Portfolio Management", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea0f0dc7-a020-483c-ab66-038a5ef7dce8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-1ed1db29960b", "evidence": "Title 'AI Can Enable Greater Personalization' states the second P", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Story Moments", "slug": "story-moments", "status": "active", "bestFor": null, "canonId": "019dd956-ae4e-768d-a18b-108e6cda511e", "version": 1, "bodyDocId": null, "description": "Design key emotional beats: The Shock, The Vision, The Proof, The Choice, The Call", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-2170a1da1e03", "evidence": "Case-study slide illustrates the personalization vision", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 60, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "c90a2641-b2f2-46b8-8172-2f3cb1d059b9", "evidence": "The slide uses a three-stage process flow to compare investment models.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 19:39:52.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "process" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 12, "type": "evidence", "title": "The slide uses a process flow diagram to contrast manual sales tasks with AI-augmented workflows.", "function": "illustrate_case", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 8, "textChars": 694, "nDataPoints": 2, "notes": "The slide uses a process flow diagram to contrast manual sales tasks with AI-augmented workflows.", "elementsJson": [ "paragraph", "bullet_list", "process_diagram", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:53.082+00", "seconds": 6.564, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/12", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-12", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The implementation of AI tools can lead to a decrease in indirect sales activity of as much as 25% while simultaneously increasing customer satisfaction.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-a6a188ae7f36", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.9, "x": 0.05, "y": 0.49 }, "kind": "diagram", "text": "Comparison of traditional sales approach vs AI-enabled sales approach across Lead generation, Initial contact, and Client engagement.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c689a00e-c290-48d5-816b-20c21393262a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.42, "y": 0.88 }, "kind": "metric", "text": "25% Decrease in time spent on indirect sales activity", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "807f7157-f04e-42a9-ad5f-576131806e26", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.69, "y": 0.88 }, "kind": "metric", "text": "8-12 Number of additional client touch points per week", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ffd72fe1-a14b-464a-bb6d-d284c02d065d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Time spent on indirect sales activity: 25%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-ab1861d9619d", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.9, "x": 0.05, "y": 0.04 }, "kind": "paragraph", "text": "Personalized Customer Experience: AI can also enable the hyperpersonalization of customer engagements at scale...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a9ffa29-4740-4884-bb5d-e5f989d7ba5d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Sources: Expert interviews; BCG analysis. Note: CRM = customer relationship management.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e76a0c4-c8f3-46db-ab68-11f592a988ce", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.44 }, "kind": "title", "text": "Exhibit 7 How AI Assistants Can Improve Sales Effectiveness", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e6dfb92-3622-475c-b7c1-8283cb2ac3d5", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Time spent on indirect sales activity", "numberRaw": "25%", "numberKind": "percent", "actionTitle": "How AI Assistants Can Improve Sales Effectiveness", "calloutText": "The implementation of AI tools can lead to a decrease in indirect sales activity of as much as 25% while simultaneously increasing customer satisfaction.", "numberScale": null, "numberValue": 25, "metricFamily": "revenue", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-250681835227", "evidence": "Title 'How AI Assistants Can Improve Sales Effectiveness'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-2aa44d6fee7c", "evidence": "Specific 25% indirect-sales reduction quantifies the benefit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "54f77f7b-9c3b-45f4-ba7f-ce62c1f85b00", "evidence": "The slide uses a side-by-side process flow to compare traditional vs AI-enabled workflows.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:53.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "process" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "The table highlights significant efficiency gains across all listed activities, with note synthesis showing the highest potential time savings.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 7, "textChars": 810, "nDataPoints": 28, "notes": "The table highlights significant efficiency gains across all listed activities, with note synthesis showing the highest potential time savings.", "elementsJson": [ "headline_text", "data_table", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:49.248+00", "seconds": 2.683, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/13", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-13", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "AI can shorten the time required for preparing investment committee memos by roughly 30%.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-eda2c85be4f8", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Time saved: 45%-55%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-f3665db9d6f8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.88, "x": 0.06, "y": 0.57 }, "kind": "paragraph", "text": "AI can enhance the efficiency of private-market deal teams by automating repetitive tasks and synthesizing data for enhanced decision making. Private-market players can also drive value creation by helping their portfolio companies use AI.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.248+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fa27d15-5fbf-47fd-ac7e-81d012dfb208", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.06, "y": 0.46 }, "kind": "source-note", "text": "Sources: Expert interviews; BCG analysis. Note: NA = not applicable.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.248+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98cbe9b3-7d13-42e6-9c18-bac271e425a7", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.88, "x": 0.06, "y": 0.11 }, "kind": "table", "text": "Activity, Time Spent (Conventional), Time Saved (AI). Data analysis (20-25%, 30-40%), Written output (15-25%, 35-45%), Meetings and calls (15-25%, 20-30%), Research (10-15%, 35-45%), Email (5-15%, 20-30%), Note synthesis (5%, 45-55%), Content review (5-10%, 20-30%), Scheduling (5%, NA)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.248+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0880fb19-56e4-4e20-903a-7375e7e3d3cb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Exhibit 8 AI Tools Increase the Efficiency of a Private-Market Deal Team", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.248+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4d3a919-7ee5-4bbc-a40e-135d4244a175", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.06, "y": 0.08 }, "kind": "title", "text": "Investment committee memo preparation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.248+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0470b36-943a-4787-91b3-c6d55ccc85d3", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Time saved", "numberRaw": "45%-55%", "numberKind": "percent", "actionTitle": "AI Tools Increase the Efficiency of a Private-Market Deal Team", "calloutText": "AI can shorten the time required for preparing investment committee memos by roughly 30%.", "numberScale": null, "numberValue": 45, "metricFamily": "other", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-2c5433d7ff35", "evidence": "Title 'AI Tools Increase the Efficiency of a Private-Market Deal Team'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-378bf3bc57b2", "evidence": "AI-saved-time column highlighted in green vs muted current-process column", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-334cc1c8fc71", "evidence": "Clean two-column table; conventional vs AI time saved, no chartjunk", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 13, "from": 7, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38", "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern", "position": 2, "objective": "Build the AI-value case via multiple converging examples", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 14, "type": "setup", "title": "The slide features a large abstract 3D wave graphic and a brief summary of the upcoming section's core message.", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 5, "textChars": 703, "nDataPoints": 0, "notes": "The slide features a large abstract 3D wave graphic and a brief summary of the upcoming section's core message.", "elementsJson": [ "photo", "headline_text", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:49.484+00", "seconds": 2.306, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/14", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-14", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The successful implementation of AI hinges on an overarching strategy that lays out the full scope of the firm’s vision and ambition and that is supported by management’s commitment and dedicated resources.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-b5fbd9d4ff69", "parentComponentId": null }, { "bbox": { "h": 0.515, "w": 1, "x": 0, "y": 0.04 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38d23ea1-7406-4e30-af11-64dd3d61823b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.42, "x": 0.51, "y": 0.765 }, "kind": "paragraph", "text": "An operating model guides the organization’s systematic and rigorous deployment of AI. And three key enablers—people, technology and partnerships, and risk and compliance—help asset managers execute the strategy and implement the operating model. (See Exhibit 9.)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33ce971f-fa83-4770-ab9c-c93498fa7623", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.42, "x": 0.51, "y": 0.655 }, "kind": "paragraph", "text": "The successful implementation of AI hinges on an overarching strategy that lays out the full scope of the firm’s vision and ambition and that is supported by management’s commitment and dedicated resources.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c193ee65-52c1-4ca1-822a-e71ea8ccc578", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.06, "y": 0.595 }, "kind": "title", "text": "What It Takes to Win with AI", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:49.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afee05a6-8c37-4dd7-86c3-6a44eabbf721", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Vertical Logic", "slug": "vertical-logic", "status": "active", "bestFor": null, "canonId": "019dd956-9a25-77b9-9302-04662b84c32b", "version": 1, "bodyDocId": null, "description": "Question/Answer flow down the hierarchy - each level answers Why? or How?", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-3eb28c7b5861", "evidence": "Divider opens loop that answers 'how do we win?' via strategy/operating model/enablers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 60, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "One Idea Rule", "slug": "one-idea-rule", "status": "active", "bestFor": null, "canonId": "019dd956-b0f0-7630-a2f5-bb38f9bd9c57", "version": 1, "bodyDocId": null, "description": "Each slide should communicate exactly one concept", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-396941b22528", "evidence": "Section divider with single statement 'What It Takes to Win with AI'", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-073a5c0cfb22", "evidence": "Section divider 'What It Takes to Win', then strategy=why, operating model=how, people/tech/risk=what", "position": 3, "objective": "Lay out what it takes to win with AI — strategy, operating model, enablers", "confidence": 65, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 15, "type": "setup", "title": "The slide uses a temple metaphor to represent the structural requirements for AI implementation.", "function": "present_framework", "rawType": "implementation_plan", "block": null, "metadata": { "slideType": "implementation_plan", "slideTypeCanon": { "name": "Implementation plan", "slug": "implementation_plan", "status": "active", "canonId": "019de52d-0d75-700b-ae9f-f6069ba6e37a", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 6, "textChars": 895, "nDataPoints": 0, "notes": "The slide uses a temple metaphor to represent the structural requirements for AI implementation.", "elementsJson": [ "headline_text", "paragraph", "footnote", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:50.277+00", "seconds": 2.966, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/15", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-15", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The cornerstone of effective AI deployment is a cohesive strategy that includes a clear ambition.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-637264ed1124", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.82, "x": 0.09, "y": 0.11 }, "kind": "framework", "text": "Temple framework showing Strategy, Operating Model, People, Technology and partnerships, and Risk and compliance.", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.277+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df47c694-8fd9-4fbe-b69f-17077d3462ad", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.43, "x": 0.51, "y": 0.71 }, "kind": "paragraph", "text": "Obtaining management's commitment to the strategy and buy-in throughout the organization is also crucial and necessitates clear communication of the goals, along with full transparency. Designated teams should be empowered to cocreate solutions at each stage of implementation.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.277+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18c55574-c156-4876-b7ba-2673dc148523", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.43, "x": 0.06, "y": 0.71 }, "kind": "paragraph", "text": "The Strategy: The cornerstone of effective AI deployment is a cohesive strategy that includes a clear ambition. Asset managers must think beyond immediate use case experimentation and analyze how the organization could operate by redesigning entire workflows with AI at the core.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.277+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af91af92-f5d0-4580-938a-88115d3eb635", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.06, "y": 0.66 }, "kind": "source-note", "text": "Sources: Expert interviews; BCG analysis.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.277+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7553819-eeb8-46a5-8071-69ece8cc29e1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Exhibit 9 Five Elements Are Critical to Successfully Implementing AI in Asset Management", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.277+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cade0e1c-a019-4853-8f24-0a321a3db242", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-516327af903a", "evidence": "Three columns People / Technology and partnerships / Risk and compliance", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-43c81b884b32", "evidence": "Title 'Five Elements Are Critical to Successfully Implementing AI'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Dual Coding Theory", "slug": "dual-coding-theory", "status": "active", "bestFor": null, "canonId": "019dd956-caf9-72e1-bf80-42c11f0c1f42", "version": 1, "bodyDocId": null, "description": "Information encoded both verbally and visually remembered better", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-4ef588641ec5", "evidence": "Verbal labels paired with iconography for each capability", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gestalt Principles", "slug": "gestalt-principles", "status": "active", "bestFor": null, "canonId": "019dd956-b266-7631-9b7e-44d83bd5d4f3", "version": 1, "bodyDocId": null, "description": "Proximity, Similarity, Enclosure, Continuity, Closure, Connection - how humans perceive visual groups", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer", "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-4856c0ef9317", "evidence": "Temple-style enclosure groups Strategy roof, Operating-model band, three-pillar columns", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-4490cd115ccf", "evidence": "Each of the 5 elements rendered with an icon (vision, commitment, talent, tech, risk)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019dd95a-1ca6-71be-9e56-2416e571715a", "evidence": "Temple diagram: Strategy roof, Operating-model band, three pillars People/Tech/Risk", "framework": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "BCG Five Elements for AI Implementation" }, { "matchId": "5af8f0a9-0538-4030-95a0-50f6ea0981b8", "evidence": "Visual representation of pillars supporting a roof, common in consulting for structural strategy.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:50.277+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "temple-framework" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-073a5c0cfb22", "evidence": "Section divider 'What It Takes to Win', then strategy=why, operating model=how, people/tech/risk=what", "position": 3, "objective": "Lay out what it takes to win with AI — strategy, operating model, enablers", "confidence": 65, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 16, "type": "appendix", "title": "The slide is structured as two columns: 'The Operating Model' (Governance, Use Case Prioritization, Delivery Methodology) and 'The Enablers' (People, Technology", "function": "present_framework", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 765, "nDataPoints": 0, "notes": "The slide is structured as two columns: 'The Operating Model' (Governance, Use Case Prioritization, Delivery Methodology) and 'The Enablers' (People, Technology and Partnerships).", "elementsJson": [ "bullet_list", "paragraph" ], "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:50.172+00", "seconds": 2.744, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/16", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-16", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "To execute the strategy, asset managers must have an effective operating model for AI deployment that incorporates governance, use case prioritization, and a rigorous delivery methodology.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-46a1955e84a6", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.42, "x": 0.06, "y": 0.08 }, "kind": "list", "text": "Governance: Formal process for AI identification, deployment, and scaling via a Center of Excellence.\nUse Case Prioritization: Organizing and prioritizing use cases based on financial and non-financial criteria.\nDelivery Methodology: Rigorous process for advancing use cases from prototype to scaling.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2c07674-98cc-431b-a444-099a3d577921", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.42, "x": 0.51, "y": 0.08 }, "kind": "paragraph", "text": "People: Reexamining recruitment and training, managing indirect consequences of AI, and redesigning workflows.\nTechnology and Partnerships: Upgrading infrastructure, developing AI-guardrails, and managing data architecture for unstructured data.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "948e076d-adb4-495c-99a4-e04cb58c2a2f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "The Operating Model", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b568b55-ca88-4166-9393-16acfbed886e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.51, "y": 0.05 }, "kind": "title", "text": "The Enablers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfe9f86c-2f32-42f2-9463-c8a192f519e1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chunking", "slug": "chunking", "status": "active", "bestFor": null, "canonId": "019dd956-abab-72ce-b64c-2924cc83cf39", "version": 1, "bodyDocId": null, "description": "Information grouped into chunks is remembered better - structure content in digestible units", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-5bcd570f7ba1", "evidence": "Operating-model and enablers grouped as digestible chunks following the framework", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-56e050831686", "evidence": "Subhead 'The Operating Model / The Enablers' states segment", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [ { "matchId": "a2d02bd4-1b17-4d3a-9e17-1f40c7b318ac", "evidence": "The slide explicitly defines an 'Operating Model' framework for AI deployment.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 19:39:50.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "Operating Model" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-073a5c0cfb22", "evidence": "Section divider 'What It Takes to Win', then strategy=why, operating model=how, people/tech/risk=what", "position": 3, "objective": "Lay out what it takes to win with AI — strategy, operating model, enablers", "confidence": 65, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 17, "type": "setup", "title": "The slide acts as a concluding thought or key takeaway page for a section on AI transformation in asset management.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 7, "textChars": 3039, "nDataPoints": 0, "notes": "The slide acts as a concluding thought or key takeaway page for a section on AI transformation in asset management.", "elementsJson": [ "headline_text", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.139+00", "seconds": 3.488, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/17", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-17", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The most meaningful impact of AI adoption will come when entire workflows are redesigned to maximize the collaboration between AI-driven value and human creativity.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-c926fc3a8df7", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.43, "x": 0.51, "y": 0.1 }, "kind": "paragraph", "text": "Asset managers must also commit resources to develop a network of reliable AI solution providers. By forming extensive partnerships, asset managers can ensure access to the latest AI tools, as well as have the ability to adapt the tools to regulatory standards and tailor them to the firm's specific needs. Becoming a strategic partner with certain vendors can, in addition, provide access to support from their engineering and analytics teams, thereby expanding the asset manager's in-house capabilities. Such partnerships can be critical to the success of use cases, especially if there is limited AI expertise.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2eacfdf2-8c03-490c-96f5-0a3a8f39318f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.43, "x": 0.51, "y": 0.46 }, "kind": "paragraph", "text": "Risk and Compliance. The implementation and use of AI will exacerbate certain existing risks and introduce new ones. Technology-inherent risks include leaks of proprietary data as well as hallucinations in patterns and predictions that may lead to inaccurate or misleading output. Some of these risks are particularly significant for asset managers. For example, an AI model trained on biased data can perpetuate those biases in investment decisions, resulting in investment strategies that may favor or discriminate against certain securities or assets. This can negatively impact the firm's reputation, decrease investor confidence, and cause an outflow of assets. To limit the most negative effects, asset managers need to proactively identify and monitor AI-related risks and develop mitigation strategies accordingly.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e0a0c48-bcae-45bd-ac82-8a9a2192de18", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.43, "x": 0.51, "y": 0.72 }, "kind": "paragraph", "text": "It will also be necessary to monitor regional and local trends in AI regulation. The US Department of the Treasury has a report on best practices for financial institutions to manage AI-specific cybersecurity risks, for example, and more regulatory frameworks are expected across the globe. As asset managers grow more comfortable with AI, engaging with regulators to shape forthcoming regulation can differentiate a player as a leader in the technology.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d5ea2fc-e400-4374-b396-38e67528445a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.43, "x": 0.51, "y": 0.33 }, "kind": "paragraph", "text": "Even when an asset manager plans to develop key components of an AI use case internally—for example, a chatbot trained on proprietary data to support the investment team—reliable external partners will be necessary to address unexpected development challenges. To maximize the benefits of these collaborations, asset managers should carefully select partners on the basis of specific criteria that include technological compatibility with the firm's systems and proven success with other asset managers.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c9a8a0e-a37d-4025-ad5b-36993fbf7b58", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.43, "x": 0.51, "y": 0.83 }, "kind": "paragraph", "text": "Beyond regulatory compliance and risk management, asset managers need to think about the broader principles that they will put in place to guide the responsible use of AI. To that end, each organization needs to establish a framework for ensuring that their use of AI is aligned with their company's purpose and values.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eddb9af6-0f82-473a-9049-0ed362dd3dab", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.06, "y": 0.27 }, "kind": "title", "text": "The most meaningful impact of AI adoption will come when entire workflows are redesigned to maximize the collaboration between AI-driven value and human creativity.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48bf6ffd-451e-4b5c-8588-a7a1c85d3226", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3d296c20-f20b-4151-bc0b-899c677694b8", "evidence": "Risk and Compliance. The implementation and use of AI will exacerbate certain existing risks and introduce new ones.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.060829+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3eb2f4a1-929a-4d99-b41a-30809debe504", "evidence": "The most meaningful impact of AI adoption will come when entire workflows are redesigned to maximize the collaboration between AI-driven value and human creativity.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.104091+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Core Message Extraction", "slug": "core-message-extraction", "status": "active", "bestFor": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "canonId": "019dd956-bc71-707d-8867-1b2e810175cf", "version": 1, "bodyDocId": "f85613cb-4b77-462f-bfe6-3b862516e1a6", "description": "The discipline of distilling raw analysis, data, or content into a single declarative sentence — the slide's core message — that the audience would walk away with if they remembered nothing else. Process, not artefact: extraction questions run on the raw content until one sentence falls out.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-61be0877888e", "evidence": "Distills the Win-with-AI section into one sentence", "pageRefs": null, "priority": null, "whenToUse": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": "Solves the two failure modes of slide writing simultaneously: the topic title (which outsources interpretation to the audience and produces three different conclusions in three different heads) and the multi-thesis stapler (which exceeds working memory and gets remembered as fragments). Aligns with how readers actually consume decks — Heath & Heath's Find the Core, the journalist's nut graf, and Minto's governing thought all converge on the same cognitive economics.", "antipattern": "Topic titles disguised as core messages (Customer satisfaction, no verb, no stake); multi-thesis sentences stapled with and; hedged sentences (may show signs of possible softening); chart-caption titles (Revenue fell 4%) that restate what the chart already shows instead of naming the so-what; meta-commentary (this slide explores...) that describes the slide rather than concluding it.", "cardinality": null, "narrativePurpose": "Forces the slide author to do the interpretive work before the slide ships, so the audience does not have to do it during the meeting. Wins the WYSIATI battle on purpose — the loudest fragment on the page becomes the author's chosen sentence rather than whichever chart label happens to be largest." }, { "tool": { "name": "One Idea Rule", "slug": "one-idea-rule", "status": "active", "bestFor": null, "canonId": "019dd956-b0f0-7630-a2f5-bb38f9bd9c57", "version": 1, "bodyDocId": null, "description": "Each slide should communicate exactly one concept", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-5d7c4394078c", "evidence": "Single full-slide quote on workflow redesign", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-653b245ac759", "evidence": "Sparse pull-quote slide visually distinct from dense exhibits around it", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Three Ps + AI use cases + Five Elements implementation framework", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 90 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-073a5c0cfb22", "evidence": "Section divider 'What It Takes to Win', then strategy=why, operating model=how, people/tech/risk=what", "position": 3, "objective": "Lay out what it takes to win with AI — strategy, operating model, enablers", "confidence": 65, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 18, "type": "setup", "title": "The slide serves as a section divider or introductory page for a report on AI in asset management.", "function": "establish_context", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 5, "textChars": 662, "nDataPoints": 1, "notes": "The slide serves as a section divider or introductory page for a report on AI in asset management.", "elementsJson": [ "photo", "headline_text", "paragraph", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:50.8+00", "seconds": 2.811, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/18", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-18", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.43, "x": 0.51, "y": 0.66 }, "kind": "callout", "text": "AI is poised to transform the landscape of asset management, marking the beginning of a new era of innovation and efficiency. The AI journey will take several years and require significant commitments and investment.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8529852a-a163-4d16-8005-a3bd442a360f", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22cefd6b-94aa-481d-b37d-e1de30b16e34", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AuM: $15 trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-b211fe983ea3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.43, "x": 0.51, "y": 0.77 }, "kind": "paragraph", "text": "Where are asset managers on their AI journey today? To answer this question, BCG, in collaboration with the Investment Company Institute (ICI) and the CFA Institute, conducted a global survey of asset managers in the first quarter of 2024 that focused on the elements of GenAI adoption. Fifty-seven asset managers that collectively manage more than $15 trillion in AuM are included in the benchmark.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0aecb80f-7333-4ef6-bcca-74c3838dae15", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.06, "y": 0.59 }, "kind": "title", "text": "Where Asset Managers Are Today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:50.8+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7348cb5a-5ef5-4c49-9820-d54a892602cc", "parentComponentId": null } ], "metrics": [ { "metricRaw": "AuM", "numberRaw": "$15 trillion", "numberKind": "money", "actionTitle": null, "calloutText": "AI is poised to transform the landscape of asset management, marking the beginning of a new era of innovation and efficiency. The AI journey will take several years and require significant commitments and investment.", "numberScale": "t", "numberValue": 15, "metricFamily": "market_size", "numberCurrency": "$" } ], "tools": [ { "tool": { "name": "Inductive Reasoning", "slug": "inductive-reasoning", "status": "active", "bestFor": null, "canonId": "019dd956-99c6-705e-94cc-76a504c3da37", "version": 1, "bodyDocId": null, "description": "Grouping similar evidence to form a conclusion (Evidence → Pattern → Conclusion)", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-70bfa4084d7d", "evidence": "Loop 4 aggregates multiple survey datapoints into the 'priority but unprepared' thesis", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-68f77cb2c9b8", "evidence": "Title 'Where Asset Managers Are Today' opens the evidence chapter", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Opening Hooks", "slug": "opening-hooks", "status": "active", "bestFor": null, "canonId": "019dd956-aeb0-77d5-bfbd-9cd9a6be8186", "version": 1, "bodyDocId": null, "description": "Techniques to capture attention: Startling statistic, provocative question, short story, analogy, contrast", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-6d1c8c90b4ed", "evidence": "$15T anchor figure used to hook the survey section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c387be1e-4723-49d8-bdf2-4e4c806b694f", "evidence": "Where Asset Managers Are Today", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:15:33.182091+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 18, "name": "Evidence & Proof", "beatId": "019dd95a-0701-77fe-ae98-8cb29d598aae", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 22, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null }, "from": 18, "name": "The Facts (What)", "beatId": "019dd95a-0701-77fe-ae98-9625b69fc267", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Facts (What)", "slug": "triple-take-the-facts-what", "status": "active", "canonId": "019dd9b8-092b-754c-8eaa-ede3ffdcb060", "version": 1, "description": null }, "evidence": "Survey facts: 54% strategic priority, 88% experimenting, use case map", "position": 1, "isPrimaryArc": false, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 23, "from": 18, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-0bb4f93fae61", "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 19, "type": "analysis", "title": "Exhibit 10 from a BCG report on AI in Asset Management.", "function": "analyze_data", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 10, "textChars": 1112, "nDataPoints": 15, "notes": "Exhibit 10 from a BCG report on AI in Asset Management.", "elementsJson": [ "headline_text", "paragraph", "bar_chart_vertical", "bar_chart_vertical", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.519+00", "seconds": 3.351, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/19", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-19", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Most asset managers recognize that GenAI can unlock a variety of opportunities, and they are eager to take advantage of them.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-ff76c8054c4d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.06, "y": 0.5 }, "kind": "chart", "text": "How would you describe your organization's level of commitment to the adoption of GenAI?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6faae2f2-1088-4fd6-8efa-0f8f2fcbfcff", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.06, "y": 0.71 }, "kind": "chart", "text": "What is your willingness to invest capital and team resources in the adoption of GenAI in the next three to five years?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c56ca3bf-27e7-4d88-9511-48155afb26dd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.06, "y": 0.31 }, "kind": "chart", "text": "What is the magnitude of business impact that you are anticipating from GenAI in your organization in the next three to five years?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef00b436-2191-4f76-9d25-0893ebf6a8a9", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Strategic priority: 54%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-00cad067cb00", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.42, "x": 0.06, "y": 0.07 }, "kind": "paragraph", "text": "Most asset managers recognize that GenAI can unlock a variety of opportunities... 75% of asset managers are, in varying degrees, actively dedicating capital and human resources for GenAI deployment in the short term.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "551e1806-6494-40d7-9e39-46ef97cd06a5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.42, "x": 0.52, "y": 0.07 }, "kind": "paragraph", "text": "In line with these findings, asset managers are planning for a structured approach to AI deployment... Nevertheless, most asset managers are still in the early stages of setting their GenAI strategy.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55dbf153-505f-45ac-a980-f3aabde4642b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.9 }, "kind": "source-note", "text": "Source: BCG's AI and GenAI in Asset Management survey, 2024. Note: Not all percentages add up to 100 due to rounding.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "955728ed-7630-4a46-8755-ec285702d1a0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "GenAI Is a Strategic Priority", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fb9baa7-7759-4c4b-a3e2-475bd32d8401", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.06, "y": 0.26 }, "kind": "title", "text": "Exhibit 10 Asset Managers Recognize GenAI as a Strategic Priority", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.519+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7e5a118-b17e-4851-a9ea-7e9c26419a52", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Strategic priority", "numberRaw": "54%", "numberKind": "percent", "actionTitle": "GenAI Is a Strategic Priority", "calloutText": "Most asset managers recognize that GenAI can unlock a variety of opportunities, and they are eager to take advantage of them.", "numberScale": null, "numberValue": 54, "metricFamily": "survey_sentiment", "numberCurrency": null } ], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "def8779c-1fae-4454-9564-930275a064e1", "evidence": "What is the magnitude of business impact that you are anticipating from GenAI in your organization in the next three to five years?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:15:33.255457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-753b898835d1", "evidence": "Title 'GenAI Is a Strategic Priority' / 'Asset Managers Recognize GenAI as a Strategic Priority'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "4783a287-7816-4fdd-991f-15229fcf1c8c", "evidence": "What is your willingness to invest capital and team resources in the adoption of GenAI in the next three to five years?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 03:15:33.298048+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-799784b00bda", "evidence": "Three stacked bar-chart questions with consistent layout", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Social Validation", "slug": "social-validation", "status": "active", "bestFor": null, "canonId": "019dd956-ddaa-77f9-890c-a1cf082c5ccd", "version": 1, "bodyDocId": null, "description": "Showing others have done something, especially similar others", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-7c5a68afa92a", "evidence": "54%/55%/46% peer adoption data signals 'others are doing it'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 18, "name": "Evidence & Proof", "beatId": "019dd95a-0701-77fe-ae98-8cb29d598aae", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 22, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null }, "from": 18, "name": "The Facts (What)", "beatId": "019dd95a-0701-77fe-ae98-9625b69fc267", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Facts (What)", "slug": "triple-take-the-facts-what", "status": "active", "canonId": "019dd9b8-092b-754c-8eaa-ede3ffdcb060", "version": 1, "description": null }, "evidence": "Survey facts: 54% strategic priority, 88% experimenting, use case map", "position": 1, "isPrimaryArc": false, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 23, "from": 18, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-0bb4f93fae61", "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 20, "type": "analysis", "title": "Includes two bar charts side-by-side.", "function": "summarize", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 82, "componentCount": 9, "textChars": 902, "nDataPoints": 10, "notes": "Includes two bar charts side-by-side.", "elementsJson": [ "headline_text", "paragraph", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.436+00", "seconds": 3.211, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/20", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-20", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Almost all asset managers in our survey (88%) are actively assessing the feasibility of some GenAI use cases and their potential return on investment.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-2b20fa23ca45", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.06, "y": 0.52 }, "kind": "chart", "text": "How large is your organization's current list of prioritized GenAI use cases?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61f92bcb-a1f9-4817-9314-80d54da9ad29", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.51, "y": 0.52 }, "kind": "chart", "text": "By when does your company aim to have at least one full-scale GenAI use case deployed?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cca4a1e7-a4ec-414b-bcab-a8db79c6cbfb", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "GenAI adoption rate: 88%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-2c85cbc16d7b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.51, "y": 0.14 }, "kind": "paragraph", "text": "Almost all asset managers in our survey (88%) are actively assessing the feasibility of some GenAI use cases and their potential return on investment. These managers are also actively experimenting with at least one use case.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f221690a-1951-42c7-ba46-ddf3fab23972", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.06, "y": 0.83 }, "kind": "source-note", "text": "Source: BCG's AI and GenAI in Asset Management survey, 2024, conducted in collaboration with the Investment Company Institute (ICI) and the CFA Institute.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d665ae3-2fc6-4b2a-8dd2-8cf3da119231", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.06, "y": 0.48 }, "kind": "title", "text": "Exhibit 11 Asset Managers Are Experimenting with GenAI Use Cases", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59ed5586-c5e2-45d6-9f1a-1eeb2bb8736d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "Almost all asset managers surveyed are actively experimenting with at least one GenAI use case.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83cb1401-3187-4e8f-8dad-08ad09ef4e9e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.51, "y": 0.11 }, "kind": "title", "text": "Active Use Case Exploration", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6cd3209-f885-49cb-ab90-4ec54a72d351", "parentComponentId": null } ], "metrics": [ { "metricRaw": "GenAI adoption rate", "numberRaw": "88%", "numberKind": "percent", "actionTitle": "Almost all asset managers surveyed are actively experimenting with at least one GenAI use case.", "calloutText": "Almost all asset managers in our survey (88%) are actively assessing the feasibility of some GenAI use cases and their potential return on investment.", "numberScale": null, "numberValue": 88, "metricFamily": "share_penetration", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-80cce2ab25e0", "evidence": "Title quantifies: '88% are actively experimenting with at least one GenAI use case'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Aha! Moment", "slug": "aha-moment", "status": "active", "bestFor": null, "canonId": "019dd956-a5b5-7763-820e-b299c5f27a32", "version": 1, "bodyDocId": null, "description": "The moment when the audience realizes the value - design for insight revelation", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f96b8c5d-f168-44bf-aa1f-ab3b003caae3", "evidence": "Almost all asset managers surveyed are actively experimenting with at least one GenAI use case.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.376069+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Bandwagon Effect", "slug": "bandwagon-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c742-724e-9623-54fd8878b87b", "version": 1, "bodyDocId": null, "description": "People adopt beliefs proportionally to how many others hold them - show momentum", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-84d808348c76", "evidence": "88% adoption framing creates implicit 'everyone is doing this' pressure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-8999575b1a85", "evidence": "Specific 88% datapoint anchors the trend claim", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 18, "name": "Evidence & Proof", "beatId": "019dd95a-0701-77fe-ae98-8cb29d598aae", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 22, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null }, "from": 18, "name": "The Facts (What)", "beatId": "019dd95a-0701-77fe-ae98-9625b69fc267", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Facts (What)", "slug": "triple-take-the-facts-what", "status": "active", "canonId": "019dd9b8-092b-754c-8eaa-ede3ffdcb060", "version": 1, "description": null }, "evidence": "Survey facts: 54% strategic priority, 88% experimenting, use case map", "position": 1, "isPrimaryArc": false, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 23, "from": 18, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-0bb4f93fae61", "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 21, "type": "analysis", "function": "summarize", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 15, "textChars": 1455, "nDataPoints": 4, "notes": null, "elementsJson": [ "paragraph", "bullet_list", "big_number" ], "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:52.67+00", "seconds": 4.13, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/21", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-21", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Overall, most respondents are currently focusing their efforts on sales and marketing and IT.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-8a2c24db8b38", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.52, "y": 0.05 }, "kind": "list", "text": "Investment Management and Trade Execution: AI-enabled process to accelerate due diligence decision making.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25b11523-6efc-4d5c-ad32-7ae0d4f2eba9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.52, "y": 0.35 }, "kind": "list", "text": "Business Management and Support: Insight generation from domain-specific enterprise data.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75787f99-4a53-4869-ac1a-909d020b3b89", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.08, "y": 0.2 }, "kind": "list", "text": "Sales and Marketing use cases: AI-enabled automation of sales documents, AI-led ideation and content creation, AI-guided target client selection.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "990be8df-d9fc-4d43-baf7-95b86cd03960", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.52, "y": 0.18 }, "kind": "list", "text": "IT: IT copilot for accelerated app development, optimized code generation.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3346864-e3c2-4eab-aaab-bd122ec7e139", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.52, "y": 0.65 }, "kind": "metric", "text": "47%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "086396b9-daf5-48e4-b56c-e4a64e6349ac", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.3, "y": 0.65 }, "kind": "metric", "text": "66%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ecf52cf-3ce0-40d1-82cf-b4c75d0b5d30", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.08, "y": 0.65 }, "kind": "metric", "text": "72%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7202dc5d-845a-46bc-b5e0-7b9416924f33", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.74, "y": 0.65 }, "kind": "metric", "text": "40%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8278fe40-5963-4ea6-b58a-77060821a15e", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Share of respondents: 72%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-8f3bb9bd0245", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.18, "x": 0.3, "y": 0.72 }, "kind": "paragraph", "text": "Share of respondents that have made GenAI a strategic priority for their business", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "289d20cd-1155-4bd0-95d3-73015b130622", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.18, "x": 0.52, "y": 0.72 }, "kind": "paragraph", "text": "Share of respondents that have designed an interim or permanent governance body to oversee GenAI use across the organization", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c3a1249-6e5c-4dd5-a5bf-3534d032148d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.18, "x": 0.08, "y": 0.72 }, "kind": "paragraph", "text": "Share of respondents that think GenAI will have a significant or transformative impact on their organization within the next three to five years", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "824bab01-6739-4997-9fb5-b30b1c1d61e5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.08, "y": 0.05 }, "kind": "paragraph", "text": "We also analyzed which use cases asset managers are prioritizing and deploying. There is a wide variety of use cases across the value chain that are at least under consideration. Overall, most respondents are currently focusing their efforts on sales and marketing and IT. (See Exhibit 12.) Across four functions, we have identified seven use cases that are in the proof-of-concept stage or that are being deployed organization-wide by more than 20% of respondents.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87566589-3bd4-43d3-ac24-92f9d14d057d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.18, "x": 0.74, "y": 0.72 }, "kind": "paragraph", "text": "Share of respondents that are implementing dedicated delivery teams to roll out GenAI initiatives", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be21d4ff-c940-4b39-96ce-0da846028e52", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Share of respondents", "numberRaw": "72%", "numberKind": "percent", "actionTitle": "Asset managers are prioritizing GenAI use cases across the value chain, with significant organizational commitment", "calloutText": "Overall, most respondents are currently focusing their efforts on sales and marketing and IT.", "numberScale": null, "numberValue": 72, "metricFamily": "survey_sentiment", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-8dbb5d749ba8", "evidence": "Title states: managers prioritising GenAI use cases with significant commitment", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-9086058e7914", "evidence": "Bar chart presents priority distribution across functions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "66642a4d-c590-43d6-8090-303e723de92a", "evidence": "Sales and Marketing use cases: AI-enabled automation of sales documents, AI-led ideation and content creation, AI-guided target client selection.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:15:33.451832+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 18, "name": "Evidence & Proof", "beatId": "019dd95a-0701-77fe-ae98-8cb29d598aae", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 22, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null }, "from": 18, "name": "The Facts (What)", "beatId": "019dd95a-0701-77fe-ae98-9625b69fc267", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Facts (What)", "slug": "triple-take-the-facts-what", "status": "active", "canonId": "019dd9b8-092b-754c-8eaa-ede3ffdcb060", "version": 1, "description": null }, "evidence": "Survey facts: 54% strategic priority, 88% experimenting, use case map", "position": 1, "isPrimaryArc": false, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 23, "from": 18, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-0bb4f93fae61", "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 22, "type": "analysis", "title": "The slide uses a color-coded grid to represent maturity levels (High, Moderate, Low) across different business functions.", "function": "present_framework", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 7, "textChars": 687, "nDataPoints": 0, "notes": "The slide uses a color-coded grid to represent maturity levels (High, Moderate, Low) across different business functions.", "elementsJson": [ "headline_text", "action_title", "heatmap", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.5+00", "seconds": 2.94, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/22", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-22", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "There is a wide variety of use cases across the value chain that asset managers are considering. Most respondents are currently focusing their efforts on the sales and marketing function, as well as IT.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-253a7d453403", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "disclaimer", "text": "Source: BCG's AI and GenAI in Asset Management survey, 2024... Note: KYC = know your customer...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.5+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "513ff714-70cf-42eb-a85c-63cfab4f8a0f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "framework", "text": "Value chain matrix of AI use cases", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.5+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "454d2158-5d1f-4b0b-bbd5-2e443feab54c", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Value Chain", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": { "name": "Structuring frame", "slug": "structuring-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-48ff-708d-8103-a8464743e560", "version": 1, "bodyDocId": null, "description": "A named scaffold for organising content (SCQA, situation-action-result, etc.).", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-284c1ff9a0a9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.6, "y": 0.51 }, "kind": "legend", "text": "Maturity levels: High (black), Moderate (dark green), Low (light green)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.5+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e8769b9-98b0-441f-9a0e-0759711a57e0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.72 }, "kind": "paragraph", "text": "There is a wide variety of use cases across the value chain that asset managers are considering. Most respondents are currently focusing their efforts on the sales and marketing function, as well as IT.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.5+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc19840a-2869-499e-a6c5-a4c62bc977fe", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.9, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Exhibit 12 Multiple Use Cases Are Being Explored Across the Value Chain", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.5+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0cbca3c-aa90-4cc3-b5d3-06c25c1ad54f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-95744fc10b25", "evidence": "Title 'Multiple Use Cases Are Being Explored Across the Value Chain'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Color Strategy", "slug": "color-strategy", "status": "active", "bestFor": null, "canonId": "019dd956-b202-77cf-8a6e-f445b08c0fd3", "version": 1, "bodyDocId": null, "description": "Using color for emphasis, categories, sentiment, and hierarchy", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-9fcc2668715d", "evidence": "Three green tones encode High / Moderate / Low maturity legend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gestalt Principles", "slug": "gestalt-principles", "status": "active", "bestFor": null, "canonId": "019dd956-b266-7631-9b7e-44d83bd5d4f3", "version": 1, "bodyDocId": null, "description": "Proximity, Similarity, Enclosure, Continuity, Closure, Connection - how humans perceive visual groups", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer", "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-a2f63e925835", "evidence": "Proximity groups tiles within each value-chain column", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-99dd1ee3f850", "evidence": "Five vertical columns by value-chain stage with repeated tile format", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Value chain", "slug": "value-chain", "status": "active", "bestFor": null, "canonId": "019de52d-1976-775b-9d04-0f230c09ffc6", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "93252680-c65a-49e0-a3ae-e901d4a9644a", "evidence": "There is a wide variety of use cases across the value chain that asset managers are considering.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:15:33.52851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019dd95a-1ca6-71be-9e56-2d317c77ed3b", "evidence": "Legend reads 'Maturity levels: High / Moderate / Low' encoded in green tones", "framework": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "Maturity Model" }, { "matchId": "a4e0f3bb-ec5f-4474-8b38-646fcaf0ca92", "evidence": "The slide explicitly maps AI use cases across the business value chain.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:51.5+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "value-chain" }, { "matchId": "019dd95a-1ca6-71be-9e56-2b5ddbe454a0", "evidence": "Five columns labelled Sales, Investment management, Operations, IT, Business management/support", "framework": null, "confidence": 90, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "Value Chain" } ], "arcBeats": [ { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 18, "name": "Evidence & Proof", "beatId": "019dd95a-0701-77fe-ae98-8cb29d598aae", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 22, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null }, "from": 18, "name": "The Facts (What)", "beatId": "019dd95a-0701-77fe-ae98-9625b69fc267", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Facts (What)", "slug": "triple-take-the-facts-what", "status": "active", "canonId": "019dd9b8-092b-754c-8eaa-ede3ffdcb060", "version": 1, "description": null }, "evidence": "Survey facts: 54% strategic priority, 88% experimenting, use case map", "position": 1, "isPrimaryArc": false, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 23, "from": 18, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-0bb4f93fae61", "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 23, "type": "analysis", "title": "The slide uses a series of bar charts to visualize survey data on organizational readiness.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 7, "textChars": 724, "nDataPoints": 30, "notes": "The slide uses a series of bar charts to visualize survey data on organizational readiness.", "elementsJson": [ "headline_text", "paragraph", "bar_chart_horizontal", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.637+00", "seconds": 3.025, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/23", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-23", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We find that 73% of survey respondents have either no upskilling programs or ones that are only for select employees.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-6ad5a1bfb47b", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.88, "x": 0.06, "y": 0.42 }, "kind": "chart", "text": "Six bar charts showing survey results for People, Technology, and Risk/Compliance readiness.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.637+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93db97f0-c5c2-4ed2-9f05-722a820044f0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Readiness level: 73%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-6e76c8206dc7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.06, "y": 0.07 }, "kind": "paragraph", "text": "As we've discussed, people, technology and partnerships, and risk and compliance are essential enablers to maximize the benefits of AI. However, survey responses indicate that asset managers have not invested in these to the extent they need to.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.637+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42bb823e-8045-41ab-be6a-d76299b49a7f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.89 }, "kind": "source-note", "text": "Source: BCG's AI and GenAI in Asset Management survey, 2024, conducted in collaboration with the Investment Company Institute (ICI) and the CFA Institute.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.637+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46eff41b-4c11-4f64-9e27-af1be97d3010", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.06, "y": 0.37 }, "kind": "title", "text": "Exhibit 13 AI Enablers Are in Varying Degrees of Readiness", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.637+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3f12471-7a1b-4ea6-ae08-5b76861c3d65", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Enablers Require Additional Investment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.637+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9ffc59f-34f5-43b2-9cb4-661247f01090", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Readiness level", "numberRaw": "73%", "numberKind": "percent", "actionTitle": "Enablers Require Additional Investment", "calloutText": "We find that 73% of survey respondents have either no upskilling programs or ones that are only for select employees.", "numberScale": null, "numberValue": 73, "metricFamily": "index_score", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Negativity Bias", "slug": "negativity-bias", "status": "active", "bestFor": null, "canonId": "019dd956-966c-77ea-a9a5-f6b95671162e", "version": 1, "bodyDocId": null, "description": "Negative events recalled more vividly than positive - use carefully for problem framing", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-ae0c6b3366c8", "evidence": "Frames the gap as a problem to motivate action in the next slide", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-a6d288c0ba92", "evidence": "Title 'Enablers Require Additional Investment' + 73% callout", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "154f2f31-152d-47ae-b332-01eba5e41f34", "evidence": "chart/bar-vertical: Six bar charts showing survey results for People, Technology, and Risk/Compliance readiness.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.519217+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-ab6117e748a6", "evidence": "73%-no-upskilling figure stands against high-priority claims earlier", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "0dfd32ce-6e07-4e54-8f8d-e362ebebd88c", "evidence": "chart/bar-vertical: Six bar charts showing survey results for People, Technology, and Risk/Compliance readiness.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.482075+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 18, "name": "Evidence & Proof", "beatId": "019dd95a-0701-77fe-ae98-8cb29d598aae", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Survey of asset managers: 54%/72%/88%/73% data points support the case", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 23, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null }, "from": 23, "name": "The Implications (So What)", "beatId": "019dd95a-0701-77fe-ae98-9961296290ed", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Implications (So What)", "slug": "triple-take-the-implications-so-what", "status": "active", "canonId": "019dd9b8-09c7-75cd-8c7b-ae0e23cca2b8", "version": 1, "description": null }, "evidence": "73% lack upskilling — enablers under-invested", "position": 2, "isPrimaryArc": false, "parentBeatType": { "name": "Reflection", "slug": "reflection", "status": "active", "canonId": "019dd9b8-0510-73fd-8d00-1c7e45f7bc98", "version": 1, "description": "The \"so what\" beat. Used by analytical arcs (Triple-take, Onion) and learning arcs (Voyage-return, Tragedy)." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 23, "from": 18, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-0bb4f93fae61", "evidence": "Pp.19-23 cite BCG/ICI/CFA survey results: 54%, 88%, 72%, 73% respondent percentages", "position": 4, "objective": "Use industry survey to show momentum and reveal capability gaps", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 24, "type": "resolution", "title": "References BCG's three-step framework for AI transformation.", "function": "recommend", "rawType": "recommendation", "block": null, "metadata": { "slideType": "recommendation", "slideTypeCanon": { "name": "Recommendation", "slug": "recommendation", "status": "active", "canonId": "019de52d-0c35-718b-8bbb-772a56a31ecd", "version": 1, "description": null }, "function": "recommend", "functionCanon": { "name": "Recommend", "slug": "recommend", "status": "active", "canonId": "019de52d-1609-764f-9882-9ef3ede71d8b", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 6, "textChars": 2491, "nDataPoints": 0, "notes": "References BCG's three-step framework for AI transformation.", "elementsJson": [ "paragraph", "numbered_list", "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:55.556+00", "seconds": 6.849, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/24", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-24", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The dawn of the AI era in asset management is not just on the horizon, it’s here.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-7b14e9c0ae25", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "BCG's three-step framework for an AI transformation", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:55.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff321f66-a0bf-4a3d-95cb-a815d2dfed44", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.42, "x": 0.52, "y": 0.4 }, "kind": "list", "text": "Deploy AI for immediate impact. Asset managers can begin by embedding AI into daily operations, directly targeting productivity. Identify high-impact areas in which AI can enhance operational efficiency and decision making without major overhauls. Set clear, attainable goals—such as automating data analysis or developing customer service chatbots—for these initial deployments.\n\nReshape with a strategic vision. After the initial deployments are underway, look beyond surface improvements to fundamentally reshape key business functions. Challenge teams to identify processes, particularly those that can affect client interactions and investment strategies, with an eye toward transforming rather than just improving. With this approach, asset managers can deliver new levels of personalization in services and client engagement while pushing AI capabilities ahead.\n\nInvent for long-term advantage. After building a solid AI foundation, asset managers can turn their attention to pioneering new services, products, and business models. This stage is about looking beyond current market offerings and leveraging AI to identify and create unique opportunities. It’s a long-term play that requires not only technological investment but also a deep commitment to fostering a culture of creativity and experimentation.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:55.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97666f2e-e295-46c6-a4fb-0f9714f4580b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.42, "x": 0.52, "y": 0.8 }, "kind": "paragraph", "text": "Considering the rapid pace of AI development, asset managers who delay embarking on their AI journey face the peril of falling irretrievably behind. Conversely, those that move forward with boldness and a full commitment stand not only to excel at integrating AI but also to lead the industry’s transformation. Such forward-thinking managers will be in the best position to overcome the structural challenges and secure a formidable competitive advantage.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:55.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80f0e00a-a814-442c-ac52-33868afabee3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.42, "x": 0.06, "y": 0.4 }, "kind": "paragraph", "text": "The dawn of the AI era in asset management is not just on the horizon, it’s here. Asset managers face a choice between the path of cautious observation, with the risk of falling behind, or the path of proactive transformation, which can enable them to build the organizational muscle that’s needed for AI. Asset managers must be bold if they are to reap the benefits of AI-enabled productivity, personalization, and private-market growth. Here, we offer three key recommendations for the journey, in keeping with BCG’s three-step framework for an AI transformation.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:55.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfc7190b-9014-4a8b-83f7-e25e35d76f08", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.06, "y": 0.34 }, "kind": "title", "text": "Planning the AI Journey", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:55.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00711a02-3886-4c3f-a72a-c591b0f3ac8c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-c039f6e174f8", "evidence": "Closing block: Attention (dawn is here) → Desire (advantage) → Action (3 steps)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-c7d11847aa0a", "evidence": "Before (cautious observation) → After (long-term advantage) with 3-step bridge", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Payoff", "slug": "payoff", "status": "active", "bestFor": null, "canonId": "019dd956-a464-704b-b1a1-e1d483709f00", "version": 1, "bodyDocId": null, "description": "Delivering on earlier setup for satisfying resolution", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-bda250a87a87", "evidence": "Delivers the prescription set up by the entire deck", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-b2e79346745d", "evidence": "Section title 'Planning the AI Journey' + 3 bold sub-headers", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2cbcdc17-8e08-4842-8099-af4fafac3d3b", "evidence": "list/bullet: Deploy AI for immediate impact. Asset managers can begin by embedding AI into daily operations, directly targeting productivity.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-16 21:07:08.627579+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-b429b8ad92ef", "evidence": "Callback-and-challenge close: 'dawn of the AI era... it's here'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Deploy / Reshape / Invent (BCG)", "slug": "bcg-deploy-reshape-invent", "status": "active", "bestFor": null, "canonId": "019de52d-2044-72cc-b402-2511b4663d84", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5cb603a3-36fc-4382-90b9-84abd343f26f", "evidence": "framework/instance: BCG's three-step framework for an AI transformation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:07:08.591227+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Emotional Appeal", "slug": "emotional-appeal", "status": "active", "bestFor": null, "canonId": "019dd956-bde9-7668-8be7-0097678fec59", "version": 1, "bodyDocId": null, "description": "Connecting to audience feelings rather than just logic", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019dd95a-121f-71e6-8e93-b8a7ac738169", "evidence": "Bold language: 'peril of falling irretrievably behind'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "6458318f-f4b3-440d-8a3e-8d16a1aac17a", "evidence": "Explicitly mentioned in the text as the framework for AI transformation.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 19:39:55.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "bcg-deploy-reshape-invent" }, { "matchId": "019dd95a-1ca6-71be-9e56-320fcdd2fde4", "evidence": "Body text: 'BCG's three-step framework for an AI transformation' — Deploy / Reshape / Invent", "framework": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "BCG Three-Step AI Transformation Framework" }, { "matchId": "019dd95a-1ca6-71be-9e56-34cd8941ff05", "evidence": "Three steps map to immediate / mid-term / long-horizon — pattern matches McKinsey Three Horizons", "framework": null, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:34.826634+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "Three Horizons" } ], "arcBeats": [ { "to": 24, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 24, "name": "Impact & Next Steps", "beatId": "019dd95a-0701-77fe-ae98-9335b668757f", "matchId": "019dd95a-0542-7728-a790-8c8b3aea2f66", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Planning the AI Journey — Deploy / Reshape / Invent recommendation", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 90 }, { "to": 24, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null }, "from": 24, "name": "The Action (Now What)", "beatId": "019dd95a-0701-77fe-ae98-9eac58c116df", "matchId": "019dd95a-0542-7728-a790-91f04312188d", "beatType": { "name": "The Action (Now What)", "slug": "triple-take-the-action-now-what", "status": "active", "canonId": "019dd9b8-0a5e-735a-bf53-3a1ba629b7aa", "version": 1, "description": null }, "evidence": "Three concrete recommendations: Deploy / Reshape / Invent", "position": 3, "isPrimaryArc": false, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [ { "to": 24, "from": 24, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-0ce94def14d8", "evidence": "Three explicit steps on p.24: Deploy AI for immediate impact / Reshape with strategic vision / Invent for long-term advantage", "position": 5, "objective": "Sequence the AI journey from immediate wins to long-horizon bets", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 25, "type": "analysis", "title": "The slide uses a map-based layout to organize regional data, with bar charts for total AuM and circles for CAGR.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 11, "textChars": 550, "nDataPoints": 30, "notes": "The slide uses a map-based layout to organize regional data, with bar charts for total AuM and circles for CAGR.", "elementsJson": [ "bar_chart_vertical", "map", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:56.981+00", "seconds": 8.076, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/25", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-25", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.2, "x": 0.3, "y": 0.35 }, "kind": "chart", "text": "Latin America AuM growth 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0df126b5-d232-4948-9815-630f6e16bda9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.76, "y": 0.35 }, "kind": "chart", "text": "Asia-Pacific AuM growth 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41c17491-0d58-4efc-9eb8-d5adbfa81e48", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.76, "y": 0.12 }, "kind": "chart", "text": "Japan and Australia AuM growth 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51f00f89-c6d6-465e-85f6-93bd97e3a33e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.53, "y": 0.35 }, "kind": "chart", "text": "Middle East and Africa AuM growth 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "801b05fb-ff91-425e-9176-00c759384c4c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.06, "y": 0.12 }, "kind": "chart", "text": "Global AuM growth 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9f60562-06d8-4273-93c0-f4892cb82f18", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.3, "y": 0.12 }, "kind": "chart", "text": "North America AuM growth 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6859e31-04b8-4509-b303-20fdddce84d9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.53, "y": 0.12 }, "kind": "chart", "text": "Europe AuM growth 2005-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0942c3d-8a12-47e6-8eb7-e751cd4a3950", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.06, "y": 0.61 }, "kind": "disclaimer", "text": "Source: BCG's Global Asset Management Market Sizing Database, 2024. Note: Market sizing corresponds to assets sourced from each region...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83cb0457-64ba-41b1-a9c9-ac481e15b576", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.7, "x": 0.14, "y": 0.355 }, "kind": "legend", "text": "Total AuM ($trillions) | CAGR, 2005-2010 | CAGR, 2010-2015 | CAGR, 2015-2022 | CAGR, 2022-2023", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd7cd64c-9e0b-42ff-9043-a0d827775525", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AuM ($trillions): 118.7", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8359-cf150bc62b13", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Appendix 1 All Regions Participated in Positive AuM Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:56.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be445b59-a421-4658-9121-b41416d26df6", "parentComponentId": null } ], "metrics": [ { "metricRaw": "AuM ($trillions)", "numberRaw": "118.7", "numberKind": "plain", "actionTitle": "Appendix 1 All Regions Participated in Positive AuM Growth", "calloutText": null, "numberScale": null, "numberValue": 118.7, "metricFamily": "market_size", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-cb807392358f", "evidence": "Appendix title 'All Regions Participated in Positive AuM Growth'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "cba9311a-7826-4f85-b2aa-b5fdb049f2ba", "evidence": "chart/bar-vertical: Middle East and Africa AuM growth 2005-2023, chart/bar-vertical: Japan and Australia AuM growth 2005-2023, etc.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-16 21:07:08.700972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-cfbfdec55a74", "evidence": "Regional breakdown chart appropriate for cross-region comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "analysis", "title": "The slide uses stacked bar charts to show the composition of asset management products over time, with CAGR indicators between periods.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 7, "textChars": 626, "nDataPoints": 72, "notes": "The slide uses stacked bar charts to show the composition of asset management products over time, with CAGR indicators between periods.", "elementsJson": [ "bar_chart_stacked", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.436+00", "seconds": 2.504, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/26", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-26", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Alternatives Continue to Generate More Than Half of Global Revenue Despite Representing Less Than a Quarter of Total AuM", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-0c65b85ba1fa", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.43, "x": 0.51, "y": 0.11 }, "kind": "chart", "text": "Global Revenue Split by Product ($Billions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87c365e8-af47-4485-a813-496001715a0b", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.43, "x": 0.06, "y": 0.11 }, "kind": "chart", "text": "Global AuM Split by Product ($Trillions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b49af5eb-dad4-44ff-aa4f-b70cd98b57ff", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.76, "x": 0.12, "y": 0.56 }, "kind": "legend", "text": "Alternatives, Active specialties, Solutions, LDI, and multiasset, Active core, Passive, CAGR", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5abee1c9-4c21-4256-a9f8-7548f6039be3", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Revenue share: 57%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835a-13ea7e346ee5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.6 }, "kind": "subtitle", "text": "Source: BCG's Global Asset Management Market Sizing Database, 2024. Note: Not all values add up to 100 or to the specified sum because of rounding. LDI = liability-driven investment.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b1b6a75-6814-429c-a504-fffb64413092", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Appendix 2 Alternatives Continue to Generate More Than Half of Global Revenue Despite Representing Less Than a Quarter of Total AuM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.436+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6053a08-865d-41d6-afe1-1b3f5d11fcfe", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Revenue share", "numberRaw": "57%", "numberKind": "percent", "actionTitle": "Appendix 2 Alternatives Continue to Generate More Than Half of Global Revenue Despite Representing Less Than a Quarter of Total AuM", "calloutText": "Alternatives Continue to Generate More Than Half of Global Revenue Despite Representing Less Than a Quarter of Total AuM", "numberScale": null, "numberValue": 57, "metricFamily": "share_penetration", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-d2363ca2e096", "evidence": "Title 'Alternatives Continue to Generate More Than Half of Global Revenue Despite Representing Less Than a Quarter of Total AuM'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "d331dc9f-1087-4d59-b240-31aa6c4f58ac", "evidence": "chart/bar-stacked: Global Revenue Split by Product ($Billions), chart/bar-stacked: Global AuM Split by Product ($Trillions)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.774148+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-121f-71e6-8e93-d485d246cd74", "evidence": "57% revenue vs <25% AuM contrast is the slide's core insight", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "analysis", "title": "Includes CAGR data for both AuM and Revenue metrics.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 7, "textChars": 612, "nDataPoints": 84, "notes": "Includes CAGR data for both AuM and Revenue metrics.", "elementsJson": [ "headline_text", "bar_chart_stacked", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.906+00", "seconds": 2.966, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/27", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-27", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Private Equity and Private Debt Are Expected to Generate About 70% of Total Revenue from Alternatives by 2028", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-45984ec536fd", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.42, "x": 0.06, "y": 0.12 }, "kind": "chart", "text": "GLOBAL ALTERNATIVE AUM SPLIT BY PRODUCT (%, $TRILLIONS)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.906+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51e1f52b-dae9-4bf7-ad6f-ab01fb1d894b", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.42, "x": 0.51, "y": 0.12 }, "kind": "chart", "text": "GLOBAL ALTERNATIVE REVENUE SPLIT BY PRODUCT (%, $BILLIONS)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.906+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ba1061a-638d-45aa-bd27-9568f64082d7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.88 }, "kind": "disclaimer", "text": "Source: BCG's Global Asset Management Market Sizing Database, 2024. Note: Other alternatives include alternative-focused mutual funds and exchange-traded funds...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.906+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7780d4f-d1f8-4af6-9142-f45eb982abad", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.845 }, "kind": "legend", "text": "Other, Commodities, Infrastructure, Private debt, Hedge funds, Real estate, Private equity", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.906+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b038cec2-c58f-49a6-8300-74baf7db09a1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Revenue share: 70%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835b-4901e9dbd925", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Appendix 3 Private Equity and Private Debt Are Expected to Generate About 70% of Total Revenue from Alternatives by 2028", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.906+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "817d5b6d-939f-44e3-a09d-016d69886c76", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Revenue share", "numberRaw": "70%", "numberKind": "percent", "actionTitle": "Private Equity and Private Debt Are Expected to Generate About 70% of Total Revenue from Alternatives by 2028", "calloutText": "Private Equity and Private Debt Are Expected to Generate About 70% of Total Revenue from Alternatives by 2028", "numberScale": null, "numberValue": 70, "metricFamily": "share_penetration", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-d878e590ce93", "evidence": "Title 'Private Equity and Private Debt Are Expected to Generate About 70% of Total Revenue from Alternatives by 2028'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "37ff09d2-6361-4878-8e03-75291456c95f", "evidence": "chart/bar-stacked: GLOBAL ALTERNATIVE REVENUE SPLIT BY PRODUCT (%, $BILLIONS), chart/bar-stacked: GLOBAL ALTERNATIVE AUM SPLIT BY PRODUCT (%, $TRILLIONS)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:07:08.846341+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "analysis", "title": "The chart uses bubble size to represent estimated AuM in 2023.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 6, "textChars": 491, "nDataPoints": 15, "notes": "The chart uses bubble size to represent estimated AuM in 2023.", "elementsJson": [ "headline_text", "bubble_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.985+00", "seconds": 2.948, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/28", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-28", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.88, "x": 0.06, "y": 0.11 }, "kind": "chart", "text": "AUM growth vs Net Revenue Margin bubble chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b50f7f30-18c1-4985-85d8-85c1d1c74b18", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.14, "y": 0.34 }, "kind": "legend", "text": "Active specialty, Active core, Alternatives, Solutions and LDI, Passives excluding ETFs, ETFs, Estimated AuM 2023", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86d9b3b5-d5cd-410f-a531-bad853f983f4", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM growth", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:49:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-835c-df8bf1211b23", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.92, "x": 0.06, "y": 0.4 }, "kind": "paragraph", "text": "Source: BCG's Global Asset Management Market-Sizing Database, 2024. Note: ETF = exchange-traded fund; LDI = liability-driven investment. Management fees net of distribution costs.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02ef66b3-4d73-4013-b2d9-5dd49a3cbad7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.06, "y": 0.45 }, "kind": "paragraph", "text": "Footnotes 1-7 detailing specific asset class inclusions.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d732a5e2-80a1-4abf-bc8c-1c5fa9c58b79", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Appendix 4 ETFs and Select Alternative Products Are Expected to Lead Growth Through 2028", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa482a1e-0b54-4f82-b672-46c273b7e72e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-121f-71e6-8e93-dcea47a9ecb7", "evidence": "Title 'ETFs and Select Alternative Products Are Expected to Lead Growth Through 2028'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:32.132158+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "appendix", "function": "other", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 93, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:51.298+00", "seconds": 1.847, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/29", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-29", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.88, "x": 0.06, "y": 0.12 }, "kind": "list", "text": "List of 19 authors with their titles, office locations, and email addresses.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5c88d46-526d-46c8-9ebc-2f0436a24453", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "About the Authors", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:51.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d789357b-2a71-460f-a794-438e265baa39", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "appendix", "function": "other", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 7, "textChars": 729, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:52.164+00", "seconds": 2.592, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/30", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-30", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.86, "x": 0.06, "y": 0.77 }, "kind": "disclaimer", "text": "© Boston Consulting Group 2024. All rights reserved. 5/24. For information or permission to reprint, please contact BCG at permissions@bcg.com.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.164+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5cb7e03-2fb3-4d7e-9777-b91fca3764b0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.06, "y": 0.6 }, "kind": "paragraph", "text": "Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.164+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51e6d06d-b63b-4d46-a576-17daaf5f9d25", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.07 }, "kind": "paragraph", "text": "If you would like to discuss this report, please contact one of the authors.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.164+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "807a2639-9592-4b86-a710-87d8670868a2", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.06, "y": 0.07 }, "kind": "paragraph", "text": "The authors thank Eric J. Pan, president and chief executive officer of the Investment Company Institute, and Melissa Carroll, head of global membership at the CFA Institute, in addition to Erkko Etula, and various BCG colleagues.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.164+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f713fdf5-350e-4653-bdf2-a967fa7ed6b9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Acknowledgments", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.164+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "161dbecd-7336-4ea3-997a-7483e66c823a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.52, "y": 0.04 }, "kind": "title", "text": "For Further Contact", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.164+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b02cf07e-1d91-4711-bafe-65912c6d4604", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.06, "y": 0.57 }, "kind": "title", "text": "Boston Consulting Group", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.164+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b612b166-07dd-4827-8ed3-42f62a4161a0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "setup", "title": "Includes BCG branding and abstract 3D data visualization graphic.", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 5, "textChars": 114, "nDataPoints": 0, "notes": "Includes BCG branding and abstract 3D data visualization graphic.", "elementsJson": [ "photo", "logo_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:39:52.099+00", "seconds": 2.369, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/31", "deck": "/decks/019dd923-5ca1-7489-b635-3c03305eec08", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-31", "deckJson": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json" }, "components": [ { "bbox": { "h": 0.69, "w": 1, "x": 0, "y": 0.31 }, "kind": "image", "text": "Abstract 3D bar-like structure graphic", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6c6c765-032a-4e84-a114-7e23f3a08e17", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.86, "y": 0.28 }, "kind": "paragraph", "text": "bcg.com", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "011c4072-7cef-4b61-a0cc-89886a021e38", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.06, "y": 0.08 }, "kind": "paragraph", "text": "22ND EDITION", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f0cc837-9f88-4d12-8f23-4e01644e4ea1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.06, "y": 0.04 }, "kind": "paragraph", "text": "FINANCIAL INSTITUTIONS", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea8f8e94-17ff-4cd4-839a-3552b594c805", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "GLOBAL ASSET MANAGEMENT REPORT 2024", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:39:52.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d8f2fd0-f343-4084-bbab-bb71b225a7ef", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "1a9c5a09-22b7-45cc-b995-4aa8a830047c", "evidence": "image/illustration: Abstract 3D bar-like structure graphic, title/headline: GLOBAL ASSET MANAGEMENT REPORT 2024", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:07:08.960125+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 2, "to": 4, "label": "Situation & Context", "description": "Exec summary + industry AuM rebound to $120T frames the situation" }, { "from": 5, "to": 6, "label": "Problem & Complication", "description": "Investors moving to lower fees + Five Fundamental Pressures dashboard" }, { "from": 7, "to": 17, "label": "Solution & Approach", "description": "Three Ps + AI use cases + Five Elements implementation framework" }, { "from": 18, "to": 23, "label": "Evidence & Proof", "description": "Survey of asset managers: 54%/72%/88%/73% data points support the case" }, { "from": 24, "to": 24, "label": "Impact & Next Steps", "description": "Planning the AI Journey — Deploy / Reshape / Invent recommendation" } ], "loops": [ { "from": 3, "to": 6, "label": "Cost Of Inaction", "description": "Make the structural pressures feel urgent despite the headline rebound" }, { "from": 7, "to": 13, "label": "Pattern Hunter", "description": "Build the AI-value case via multiple converging examples" }, { "from": 14, "to": 17, "label": "Golden Circle", "description": "Lay out what it takes to win with AI — strategy, operating model, enablers" }, { "from": 18, "to": 23, "label": "Voice Of Customer", "description": "Use industry survey to show momentum and reveal capability gaps" }, { "from": 24, "to": 24, "label": "Quick Win Big Bet", "description": "Sequence the AI journey from immediate wins to long-horizon bets" } ] }