ThoughtLab · consulting-deck
Building a Future-Ready Investment Firm
83 pages · 5 arc beats · 2 loops
Building a Future-Ready Investment Firm
ThoughtLab arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 83 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 6 slides 100% 6/6 slides 100% 6/6 slides · 34 hits 33.3% 2/6 slides 33.3% 2/6 slides — 0/6 slides
100% 6/6 slides — 0/6 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 58 hits 83.3% 5/6 slides 16.7% 1/6 slides 16.7% 1/6 slides 100% 6/6 slides 100% 6/6 slides Solution & Approach 13 slides 100% 13/13 slides 100% 13/13 slides · 106 hits 46.2% 6/13 slides — 0/13 slides
7.7% 1/13 slides 100% 13/13 slides 100% 13/13 slides Evidence & Proof 25 slides 100% 25/25 slides 100% 25/25 slides · 208 hits 68% 17/25 slides 64% 16/25 slides · 22 hits 8% 2/25 slides 100% 25/25 slides — 0/25 slides
Impact & Next Steps 33 slides 100% 33/33 slides 100% 33/33 slides · 241 hits 42.4% 14/33 slides 51.5% 17/33 slides · 20 hits — 0/33 slides
100% 33/33 slides — 0/33 slides
Slide inventory
83 every slide · same image gating as the playbook
02
Includes a headshot of Louis Celi, CEO of ThoughtLab.establish_context
Open slide detailBeat · Situation & Context
04
Includes a navigation bar at the top and ThoughtLab branding.establish_context
Open slide detailBeat · Situation & Context
05
Survey conducted by ThoughtLab in Sept-Oct 2023.analyze_data
Open slide detailBeat · Situation & Context
06
The slide uses a metaphorical image of an open door to represent a new era for the investment industry.transition
Open slide detailBeat · Situation & Context
07
Includes a quote from a Deloitte leader and survey methodology context.summarize
08
The slide uses a two-tier structure: top row shows high-level drivers with percentages, bottom row shows specific business impacts with percentages.summarize
09
The slide features three distinct expert testimonials from industry leaders.summarize
10
Includes a quote from Jean-Francois Lagasse and a table of key investor statistics.summarize
11
Includes a navigation bar at the top and source methodology references at the bottom.summarize
12
Includes a methodology note on weighted average calculation.diagnose
13
The slide uses a numbered list format to present a strategic framework for industry transformation.present_framework
14
The slide uses a high-impact visual of a person walking through a digital light installation to represent digital transformation.summarize
15
Includes a table of preferences by activity and a bar chart of advisor usage by age group.analyze_data
16
The slide uses a combination of qualitative narrative and quantitative survey data to support the thesis. It includes a footer with survey question references.summarize
17
The slide uses a grid layout to present qualitative feedback from diverse investor segments.illustrate_case
18
Includes a navigation bar at the top and ThoughtLab branding at the bottom.illustrate_case
19
Includes a table of survey results and two qualitative testimonials from industry participants.analyze_data
20
Includes a quote from Jaime Lazaro (BBVA) and a table summarizing survey data on advisor experience changes.analyze_data
21
The slide features three industry experts providing their perspectives on the 'bionic adviser' and the evolution of the advisory model.summarize
22
The slide uses a navigation bar at the top, suggesting it is part of a larger report or deck.summarize
23
Includes a quote from Brie Williams and survey data regarding firm strategy and investor adoption.summarize
24
The slide features a headshot of the CEO and a long-form interview-style narrative.illustrate_case
25
Includes a table comparing current vs 3-year outlook vs investor preference for 12 CX elements.analyze_data
26
Includes a testimonial from Dean Butler (Standard Life UK).analyze_data
Open slide detailBeat · Evidence & Proof
27
Includes a quote from Nathan Erickson (CAPTRUST) and three distinct bar charts showing personalization trends.quantify_impact
Open slide detailBeat · Evidence & Proof
30
The slide uses a combination of a line chart for aggregate generational focus and a stacked bar chart for sector-specific focus.analyze_data
Open slide detailBeat · Evidence & Proof
31
Includes survey data from ThoughtLab regarding investment behaviors and expectations.analyze_data
Open slide detailBeat · Evidence & Proof
32
Includes survey data (PQ6, PQ20) regarding up-market vs down-market strategic shifts.analyze_data
Open slide detailBeat · Evidence & Proof
33
Includes a bar chart of organizational focus and a table of investor selection criteria by country.analyze_data
Open slide detailBeat · Evidence & Proof
34
Includes a table of 12 segments with average focus percentages and leading firm types.analyze_data
Open slide detailBeat · Evidence & Proof
35
Includes navigation bar at the top and source methodology notes at the bottom.summarize
Open slide detailBeat · Evidence & Proof
37
Includes a quote from Kevin Barnes, Head of Private Wealth, North America at BMO.illustrate_case
Open slide detailBeat · Evidence & Proof
38
Includes a quote from Janet Yuen, Head of Digital Servicing and Journeys at HSBC.illustrate_case
Open slide detailBeat · Evidence & Proof
40
Includes a maturity model table and a quote from a Deloitte leader.summarize
Open slide detailBeat · Evidence & Proof
41
Includes survey data (PQ25) and expert commentary from FNZ and Deloitte.analyze_data
Open slide detailBeat · Evidence & Proof
42
Includes a quote from FNZ's Carl Robertson and an anonymous Australian broker-dealer executive.analyze_data
Open slide detailBeat · Evidence & Proof
43
Includes quotes from industry executives and a comparative bar chart showing current vs 3-year investment priorities.analyze_data
Open slide detailBeat · Evidence & Proof
44
Includes a primary table of priorities and a secondary table comparing leaders vs others.analyze_data
Open slide detailBeat · Evidence & Proof
45
The slide uses a table to compare investment percentages across 15 technology categories, with trend indicators (up/down arrows).analyze_data
Open slide detailBeat · Evidence & Proof
46
Includes a navigation bar at the top and a quote from an industry expert.summarize
Open slide detailBeat · Evidence & Proof
47
The slide uses a standard three-column layout for expert quotes, each featuring a headshot, name, title, and a substantial paragraph of text.illustrate_case
Open slide detailBeat · Evidence & Proof
48
The slide uses a 2x4 grid layout for data, with testimonials below each column.analyze_data
Open slide detailBeat · Evidence & Proof
49
Includes qualitative quotes from investors in Japan, Australia, US, and UAE.analyze_data
Open slide detailBeat · Evidence & Proof
50
The slide uses a grouped bar chart for task-based willingness and a ranked list for geographic willingness.analyze_data
Open slide detailBeat · Evidence & Proof
51
The slide uses a 2x5 grid layout for the data table, with each cell containing current adoption percentages, projected adoption percentages, and a representativquantify_impact
Open slide detailBeat · Impact & Next Steps
52
Includes a quote-heavy narrative structure typical of executive case studies.illustrate_case
Open slide detailBeat · Impact & Next Steps
54
The slide uses a table to categorize benefits into Operational, Strategic, and Financial, with 'Now' vs '3 years' columns.quantify_impact
Open slide detailBeat · Impact & Next Steps
55
Includes quotes from Deloitte leaders regarding the impact of technology convergence and the profitability challenges of robo-advisory.quantify_impact
Open slide detailBeat · Impact & Next Steps
56
Includes a headshot and quotes from Michel Longhini regarding his strategy for digital transformation in private banking.illustrate_case
Open slide detailBeat · Impact & Next Steps
58
Includes a table comparing current vs 3-year outlook for 13 investment product categories.analyze_data
Open slide detailBeat · Impact & Next Steps
59
Includes a table comparing current product offerings vs. 3-year projections.summarize
Open slide detailBeat · Impact & Next Steps
60
Includes a table of 14 service categories with current vs 3-year projections and a callout section with key growth metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
61
Includes a table comparing current service offerings vs. 3-year projections, plus specific callouts for robo-advisors, private banks, and asset management firmssummarize
Open slide detailBeat · Impact & Next Steps
62
The slide uses a navigation bar at the top and a footer with the company logo and page number.illustrate_case
Open slide detailBeat · Impact & Next Steps
63
Includes survey data from ThoughtLab regarding ESG sentiment among wealth management executives.summarize
Open slide detailBeat · Impact & Next Steps
64
Includes two tables summarizing survey results on investor approaches and challenges.analyze_data
Open slide detailBeat · Impact & Next Steps
65
Includes survey methodology references at the bottom.summarize
Open slide detailBeat · Impact & Next Steps
66
The slide features a quote/expert perspective from Henning Stein of Cambridge University Judge Business School.summarize
Open slide detailBeat · Impact & Next Steps
67
The slide uses a sports metaphor (soccer player) to represent competition and agility.transition
Open slide detailBeat · Impact & Next Steps
68
The slide uses a two-column layout with narrative text on the left and key metrics on the right.establish_context
Open slide detailBeat · Impact & Next Steps
71
Includes navigation bar at the top and ThoughtLab branding at the bottom.illustrate_case
Open slide detailBeat · Impact & Next Steps
72
Includes a comparison table of switching reasons between 2023 and 2021 surveys.analyze_data
Open slide detailBeat · Impact & Next Steps
73
The slide uses a table to map quantitative survey results to specific qualitative investor desires.diagnose
Open slide detailBeat · Impact & Next Steps
74
The chart shows a clear preference shift from AUM-based fees in older cohorts to performance-based and fixed fees in younger cohorts.analyze_data
Open slide detailBeat · Impact & Next Steps
75
Includes three separate data tables showing fee structures (AUM, performance, fixed) for various services.summarize
Open slide detailBeat · Impact & Next Steps
76
Includes two sets of charts: current revenue derivation (funnel/treemap) and expected changes (stacked bar).analyze_data
Open slide detailBeat · Impact & Next Steps
77
Includes a quote from Matthew McWhirter and a data table showing provider type shifts.analyze_data
Open slide detailBeat · Impact & Next Steps
78
The slide uses a circular shutter-style diagram to visually group the nine points.state_next_steps
Open slide detailBeat · Impact & Next Steps
79
This is page 79 of a deck, part of a series of 'Calls to Action'.state_next_steps
Open slide detailBeat · Impact & Next Steps
80
The slide is part of a larger deck, indicated by the navigation bar at the top and page number at the bottom.state_next_steps
Open slide detailBeat · Impact & Next Steps
81
This is slide 81 of a deck, part of a 'Calls to Action' section.state_next_steps
Open slide detailBeat · Impact & Next Steps