20240222 JF at BAC Conference

Morgan Stanley
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
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The slide uses a checkmark system to denote 'At Scale', 'Partial', and 'Limited' capabilities.compare_peers
Open slide detailBeat · Situation & ContextLoop · Tale Two Worlds
04
The slide uses a four-stage process flow to illustrate business transformation.summarize
Open slide detailBeat · Situation & ContextLoop · Tale Two Worlds
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The funnel diagram represents a sequential process for client growth and fee migration.present_solution
Open slide detailBeat · Solution & ApproachLoop · Funnel Analysis
06
The slide uses a process-flow arrow to represent a strategic path, with bar charts nested under each stage.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Funnel Analysis
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summarize
Open slide detailBeat · Evidence & ProofLoop · Funnel Analysis
08
The chart displays a clear upward trend in net new assets, culminating in over $1 trillion for the 2021-2023 period.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Funnel Analysis
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The chart compares Morgan Stanley's performance against Full-Service, Self-Directed, and Asset Management peers.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Funnel Analysis
10
The slide uses a '1B' label, suggesting it is part of a larger sequence of key messages.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Funnel Analysis
11
The slide uses a bar chart to show asset growth and a list of initiatives to show the strategy.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Funnel Analysis
12
present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
13
The diagram represents a hub-and-spoke model with a central entity (Morgan Stanley) interacting with four client segments.present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
14
The slide uses a bar chart to show growth in WM Loans and big numbers to show the multiplier effect of checking account holders.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Zoom In
15
The slide uses a 'Current State vs Future State' framework to illustrate the evolution of AI integration.establish_context
Open slide detailBeat · Evidence & ProofLoop · Zoom In
16
The slide uses a waterfall-like logic to bridge the gap between current and target margins.present_solution
Open slide detailBeat · Impact & Next Steps
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front_matter