IMD Morgan Stanley Final 13 June 2019

Regions

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 15 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits

— 0/2 slides

100% 2/2 slides

— 0/2 slides

100% 2/2 slides · 3 hits 50% 1/2 slides Solution 6 slides 100% 6/6 slides 100% 6/6 slides · 47 hits

— 0/6 slides

16.7% 1/6 slides 100% 6/6 slides · 12 hits 100% 6/6 slides Market Size 3 slides 100% 3/3 slides 100% 3/3 slides · 26 hits

— 0/3 slides

100% 3/3 slides · 6 hits 100% 3/3 slides Financials 4 slides 100% 4/4 slides 100% 4/4 slides · 31 hits

— 0/4 slides

25% 1/4 slides 25% 1/4 slides 100% 4/4 slides · 8 hits 100% 4/4 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detail

The slide uses a three-column layout to categorize strategic focus areas.summarize

Open slide detailBeat · Problem

Includes specific references to 2024 CCAR stress test results and pro forma post-stress capital metrics.compare_peers

Open slide detailBeat · ProblemLoop · Mece Breakdown

The slide highlights RF's superior ROATCE performance relative to peers over a 10-year period and competitive EPS growth.compare_peers

Open slide detailBeat · SolutionLoop · Mece Breakdown

The company (RF) is highlighted in green in all three charts, showing strong performance relative to the peer median.compare_peers

Open slide detailBeat · SolutionLoop · Mece Breakdown

Data as of 12/31/2024. Peers include CFG, CMA, FHN, FITB, HBAN, HWC, KEY, MTB, PNC, SNV, TFC, USB, ZION.compare_peers

Open slide detailBeat · SolutionLoop · Mece Breakdown

The slide highlights a 'home field advantage' strategy, emphasizing regional concentration and favorable economic indicators in core markets.establish_context

Open slide detailBeat · SolutionLoop · Voice Of Customer

Includes a scatter plot, a bar chart, a line chart, and a summary callout box.compare_peers

Open slide detailBeat · SolutionLoop · Voice Of Customer

The slide uses a combination of a geographic map, a bar chart for population growth, and a data table for market-specific metrics.size_opportunity

Open slide detailBeat · SolutionLoop · Voice Of Customer

The slide uses a two-column layout to separate human capital investments from technological investments, with a supporting data point on the small business markpresent_solution

Open slide detail

appendix

Open slide detail

The table reconciles net income and shareholders' equity to tangible common shareholders' equity to derive the return metric.analyze_data