ThoughtLab · consulting-deck
Wealth and asset management 4.0
68 pages · 4 arc beats · 2 loops
Wealth and asset management 4.0
ThoughtLab arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 41 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Current State 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits — 0/3 slides
100% 3/3 slides · 4 hits — 0/3 slides
100% 3/3 slides — 0/3 slides
Trends and Shifts 14 slides 100% 14/14 slides 100% 14/14 slides · 117 hits — 0/14 slides
64.3% 9/14 slides 28.6% 4/14 slides 100% 14/14 slides — 0/14 slides
Future Outlook 20 slides 100% 20/20 slides 100% 20/20 slides · 166 hits — 0/20 slides
15% 3/20 slides · 5 hits 5% 1/20 slides 100% 20/20 slides 20% 4/20 slides Calls to Action 4 slides 100% 4/4 slides 100% 4/4 slides · 34 hits — 0/4 slides
25% 1/4 slides — 0/4 slides
100% 4/4 slides — 0/4 slides
Slide inventory
68 every slide · same image gating as the playbook
02
Includes a quote from Sabrina Bailey (Refinitiv) and acknowledgments for sponsors and ThoughtLab leadership.establish_context
Open slide detailBeat · Current State
04
Includes a table of countries, a treemap-style bar chart for sectors, and a donut chart for AUM.present_framework
05
The slide uses a table for geography, a bar chart for wealth levels, and a pie chart for generations.summarize
06
The slide uses a visual arrow to represent the progression of maturity stages.present_framework
07
Uses a maturity model framework to categorize firms into Beginner, Implementer, and Leader stages.analyze_data
Open slide detailBeat · Trends and Shifts
08
The slide uses a causal chain structure to link digital transformation to financial outcomes.quantify_impact
Open slide detailBeat · Trends and Shifts
10
The slide uses a three-part structure to categorize survey findings.analyze_data
Open slide detailBeat · Trends and Shifts
11
The slide uses a grid layout to present six distinct trends, each with a title, icon, and supporting data points.summarize
Open slide detailBeat · Trends and Shifts
12
Includes a quote from David Donovan and a link to a video/content piece.analyze_data
Open slide detailBeat · Trends and Shifts
13
The slide compares investor preferences against provider expectations across various activities and channels.analyze_data
Open slide detailBeat · Trends and Shifts
14
The slide uses a 'Myth vs. Reality' structure to challenge conventional wisdom about digital preferences in wealth management.summarize
Open slide detailBeat · Trends and Shifts
15
Includes two data tables: one for general statements about ESG and one for regional breakdown of ESG commitment.analyze_data
Open slide detailBeat · Trends and Shifts
16
Includes a video link/thumbnail for one of the experts.cite_precedent
Open slide detailBeat · Trends and Shifts
17
Uses a 'Myth vs. Reality' structure to challenge assumptions.diagnose
Open slide detailBeat · Trends and Shifts
18
Includes a quote from David Donovan and data tables comparing mass market vs VHNW preferences and current vs future product usage.analyze_data
Open slide detailBeat · Trends and Shifts
19
Includes a table of current usage, a bar chart of growth, and a comparison table of future plans by segment.analyze_data
Open slide detailBeat · Trends and Shifts
20
Includes survey methodology references at the bottom.analyze_data
Open slide detailBeat · Trends and Shifts
21
Includes a list of top 10 regulations and a map highlighting countries with high regulatory expectations.establish_context
Open slide detailBeat · Future Outlook
22
The slide features four distinct expert testimonials with headshots.cite_precedent
Open slide detailBeat · Future Outlook
23
Includes a funnel chart for pricing pressures and a data table for sector-specific average pressures.analyze_data
Open slide detailBeat · Future Outlook
24
Includes a table of survey results and qualitative quotes from specific investor demographics.analyze_data
25
The slide uses a grid layout to present four distinct expert perspectives on the same theme.cite_precedent
26
Megatrend 6: Switching providers. Data source: IQ17 and IQ18.analyze_data
27
Includes a table of primary relationships and two stacked bar charts showing likelihood to move with advisor by demographic and wealth segment.analyze_data
28
Megatrend 6: Switching providers. Data source: IQ15, IQ15d.analyze_data
Open slide detailBeat · Future Outlook
30
The slide uses a 3x3 grid layout to categorize quotes by wealth segment.illustrate_case
Open slide detailBeat · Future Outlook
31
The slide uses a numbered list format to contrast investor priorities with provider strategies.compare_options
Open slide detailBeat · Future Outlook
32
Includes a regional trend table and a vertical infographic of top industry trends.summarize
Open slide detailBeat · Future Outlook
33
Includes two data tables and one bar chart comparing current vs. future strategic focus.analyze_data
Open slide detailBeat · Future Outlook
34
Includes a quote from Sabrina Bailey, Global Head of Wealth Management, Refinitiv.analyze_data
Open slide detailBeat · Future Outlook
35
The slide uses a 4-column layout to debunk specific industry myths.diagnose
Open slide detailBeat · Future Outlook
37
The table displays strategic priorities across 10 categories for 9 different firm types.analyze_data
Open slide detailBeat · Future Outlook
38
The slide uses a combination of a list-based framework for the four shifts and a data table for regional comparison.summarize
Open slide detailBeat · Future Outlook
40
The slide uses two horizontal bar charts to contrast product expansion vs service expansion.analyze_data
Open slide detailBeat · Future Outlook
41
The slide compares 'Investors prefer' vs 'Providers 2 years' across 5 service categories: Custody Services, Financial Planning, Transaction Services, Discretioncompare_options
42
The slide highlights a misalignment between provider offerings and investor preferences, suggesting a retention risk.analyze_data
43
Includes a table comparing revenue sources by business type and two pie charts showing aggregate revenue breakdown by fee type and business type.analyze_data
44
The slide contains two detailed data tables showing percentage expectations of focus increases across 10 different business segments.analyze_data
46
Includes two video testimonial placeholders with links.summarize
Open slide detailLoop · Quick Win Big Bet
47
The table shows a clear performance gap between traditional banking/retail segments and alternative/family office segments.analyze_data
Open slide detailLoop · Quick Win Big Bet
48
Includes a testimonial from a Deloitte leader and survey data on investment areas and sector-specific investment levels.quantify_impact
Open slide detailLoop · Quick Win Big Bet
49
The slide includes a table comparing investment percentages for 9 technologies and a bar chart showing total IT spend growth.analyze_data
Open slide detailLoop · Quick Win Big Bet
50
Includes a funnel chart for investment areas, a table for sector investment, and a pie chart for robo-advisory investment.analyze_data
53
Includes a pie chart of satisfaction levels and a table of specific dissatisfaction drivers.diagnose
54
The chart uses a grouped bar approach to compare investment percentages across 14 categories.analyze_data
55
Includes survey data on work-from-home trends, digital engagement, and infrastructure investment priorities.summarize
58
The slide uses a bar chart for overall high ROI areas and a table to compare ROI performance by firm maturity (Beginner, Implementer, Leader).analyze_data
59
The slide serves as a section divider or transition to the 'Calls to action' section, featuring a testimonial.illustrate_case
Open slide detailBeat · Calls to Action
60
The slide uses a 2x2 grid layout to present expert testimonials as strategic calls to action.recommend
Open slide detailBeat · Calls to Action
61
The slide presents four distinct expert testimonials/calls to action in a grid layout.summarize
Open slide detailBeat · Calls to Action
62
The slide presents four distinct expert perspectives on industry transformation, each paired with a headshot.summarize
Open slide detailBeat · Calls to Action
64
The slide serves as an acknowledgement of the organizations supporting the research or program.other
67
The slide uses a bell curve concept to visualize the distribution of firms (Beginner, Implementer, Leader).present_framework