American Express · consulting-deck
American Express Investor Day 2024
201 pages · 4 arc beats · 2 loops
American Express Investor Day 2024
American Express 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 101 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 19 hits — 0/4 slides
— 0/4 slides
25% 1/4 slides 100% 4/4 slides 50% 2/4 slides Interest 6 slides 100% 6/6 slides 100% 6/6 slides · 38 hits — 0/6 slides
100% 6/6 slides · 8 hits 33.3% 2/6 slides · 3 hits 100% 6/6 slides 100% 6/6 slides Desire 10 slides 100% 10/10 slides 100% 10/10 slides · 58 hits — 0/10 slides
50% 5/10 slides 40% 4/10 slides 100% 10/10 slides — 0/10 slides
Action 81 slides 100% 81/81 slides 100% 81/81 slides · 380 hits — 0/81 slides
30.9% 25/81 slides · 27 hits 16% 13/81 slides 100% 81/81 slides 13.6% 11/81 slides Slide inventory
201 every slide · same image gating as the playbook
04
The slide uses a simple flow from industry context to company focus to future aspiration.summarize
05
The slide uses a combination of a pillar-based competitive advantage layout and a network-effect diagram.present_solution
07
The chart uses vertical dashed lines to segment growth periods (6%, 9%, 19% CAGR). EPS data is provided in a table format below the x-axis.analyze_data
09
Includes a hub-and-spoke diagram representing the Membership Model.present_solution
11
The slide uses a circular flow diagram to represent the business model leading to specific financial targets.present_solution
Open slide detailBeat · Desire
15
The diagram is a custom hub-and-spoke model showing the integration of Spend, Fees, and Lend around Card Membership, surrounded by benefit categories.present_framework
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16
The diagram on the left is a circular hub-and-spoke model showing the integration of Spend, Fees, and Lend around Card Membership, surrounded by service categorsummarize
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17
The slide uses a grid of metric cards to demonstrate competitive advantage.quantify_impact
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18
Data points represent growth multiples and fee increases post-refresh for specific card products in US, Australia, and Japan.illustrate_case
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19
The slide highlights AXP's competitive advantage in fee generation, spend volume, and a distinct revenue mix compared to the peer average.compare_peers
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20
The slide uses two line charts to demonstrate financial performance trends.compare_peers
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21
The chart shows US Consumer Delinquency Rate trends from 2018 to 2023, highlighting the performance gap between AXP and non-AXP customers.quantify_impact
23
The diagram is a hub-and-spoke model showing the integration of services around the core card membership.present_framework
24
The slide uses a three-column layout to categorize innovation activities.present_solution
25
The slide uses a combination of a four-pillar framework for product design and a horizontal timeline for execution.illustrate_case
26
The slide uses a combination of a bar chart and two comparison tables to highlight customer quality metrics (Fee paying, Lending, Spending, FICO).quantify_impact
28
The slide uses a stacked bar chart for growth and a comparative table-like layout for credit risk metrics.quantify_impact
29
The slide uses three vertical pillars to present key performance indicators related to lending strategy.summarize
30
The slide uses a grid layout to categorize service offerings, each with a mix of qualitative benefits and quantitative impact metrics.summarize
31
The slide uses a table-like structure to map service categories to value propositions and performance metrics.quantify_impact
33
The slide uses two bar charts to show growth metrics (3.0x and 5.4x) and visual examples of card benefits.summarize
34
The slide uses a 4-column layout to categorize partnership types with associated metrics and brand logos.present_solution
35
The slide uses a circular diagram to represent the flywheel effect.present_framework
40
The slide uses a bar chart to demonstrate that premium and younger segments are growing faster than the broader industry.quantify_impact
41
The slide uses a 3x2 grid of metrics to support the thesis of growth potential.summarize
46
The slide highlights market growth CAGR and AXP market share gain.quantify_impact
47
The slide uses a stacked bar chart to show growth contributions and a list to categorize drivers of spend.analyze_data
48
The slide uses a three-column layout to present distinct market drivers.size_opportunity
50
The slide uses a comparison table structure to show evolution in product strategy.compare_options
51
Note: Global Commercial Services (GCS) segment results for 2019, Commercial Services (CS) segment results for 2023; effective Q3'22, reportable operating segmenquantify_impact
55
The slide uses a combination of product imagery, benefit icons, and two bar charts to validate the value proposition.quantify_impact
56
The slide uses a matrix-like structure to map customer segments to strategic levers, followed by a bar chart showing growth.quantify_impact
57
The slide uses a dual-panel layout to highlight competitive advantage in both growth (spend capacity) and risk (delinquency).compare_peers
58
The slide uses a simple flow diagram to connect internal functions to a key performance metric.quantify_impact
60
The slide uses a simple flow diagram to show two primary drivers leading to a single outcome.present_solution
62
The slide uses a combination of a bar chart and a visual callout to demonstrate marketing effectiveness.quantify_impact
63
Includes a play button icon suggesting this might be from a video presentation or interactive deck.size_opportunity
64
The slide uses a logo-grid layout to showcase key corporate partners.establish_context
65
Uses a causal flow diagram to link strategic pillars to the ultimate goal.present_solution
66
The slide uses a 2x2 grid layout to present four distinct strategic pillars.quantify_impact
67
The slide uses a linear process flow to connect operational steps to a quantitative business outcome.quantify_impact
68
The slide uses a hub-and-spoke diagram to illustrate the integration of various financial products into a single mobile interface.quantify_impact
69
The slide highlights a gap between spend share and lend share, suggesting an opportunity for growth.quantify_impact
70
The slide uses screenshots of mobile app interfaces to illustrate product usage.quantify_impact
75
The slide uses bar charts to visualize growth metrics for two key financial indicators.quantify_impact
77
The slide uses a map to visualize geographic concentration of revenue. Data source is Q2 2023 McKinsey Global Payments Map.quantify_impact
78
The slide compares company-specific growth rates (+12% and +20%) against industry benchmarks (7% and 7%).quantify_impact
79
The chart compares AXP growth rates (+17% and +18%) against industry CAGR (8%) for two distinct periods.quantify_impact
80
The chart highlights Mexico as the highest share market at 11%, with a dashed line representing the weighted average share across these top 5 countries.size_opportunity
82
The slide uses three distinct panels to demonstrate spending power, credit quality (delinquency rates), and product mix.quantify_impact
83
The slide uses a three-column layout to present comparative spending, growth trends, and market penetration metrics.size_opportunity
84
The slide uses donut charts to highlight the premium nature of the customer base through specific spending behaviors.quantify_impact
85
The slide emphasizes the growth potential in lending for the international segment.quantify_impact
87
The slide uses a hub-and-spoke style diagram to illustrate the integration of Spend, Fees, and Lend around Card Membership, surrounded by benefit categories.present_framework
89
Data points: AUS fee +21%, $957, ~2.5x growth; JP fee +18%, $1,117, ~1.5x growth.quantify_impact
91
The slide uses a circular flow diagram to represent the exchange of innovation.present_solution
93
The slide uses a bar chart to show growth over time (2017, 2019, 2023) and a donut chart to show the 2023 fee-based product mix.quantify_impact
94
The slide uses two large metrics to demonstrate business performance.quantify_impact
95
Includes data on merchant growth in China and acceptance rates across e-commerce, tourism, and transport sectors.quantify_impact
100
The chart shows a clear upward trend in merchant acceptance locations, with supporting qualitative points on the right.quantify_impact
101
The slide uses a two-column layout to categorize merchant acquisition strategies.present_framework
103
The U.S. Merchant Acceptance card is highlighted in blue, indicating it is the primary focus of the current section.transition
104
The slide highlights the achievement of 99% coverage parity starting in 2019.quantify_impact
105
The slide uses indexed data to show relative growth and comparative performance across generations.quantify_impact
110
The slide uses a before-after framing to show growth in two key metrics.quantify_impact
111
The chart compares 2021 vs 2023 acceptance percentages for e-Commerce, Tourist Attractions, Transport, and Lodging.quantify_impact
112
LIF stands for 'Location in Force' or similar merchant coverage metric; chart uses a waterfall-style stacked bar approach to show progress.quantify_impact
113
LIF likely stands for Local Issuance/Acquiring Footprint or similar coverage metric.quantify_impact
114
The slide uses a play button icon to suggest a transition or continuation of strategy from Mexico to Europe.quantify_impact
115
The slide uses a two-part structure: quantitative bar charts for coverage and symbolic representation for spend.quantify_impact
117
The slide uses a hub-and-spoke diagram to represent the network and icon grids for ecosystem features.present_solution
119
The slide uses a three-column layout: strategic assets on the left, and two bar charts showing growth projections for value and member participation.quantify_impact
121
The slide highlights Amex's expansion in transit payments with specific metrics for US, Japan, Canada, and ROW.quantify_impact
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126
The chart demonstrates operating leverage by showing revenue increasing while the percentage of revenue spent on tech expenses decreases.quantify_impact
127
The chart uses a blue bar to highlight the future target aspiration.quantify_impact
128
The chart shows a clear upward trend in digital engagement for both low and high tenure segments from 2019 to 2023.quantify_impact
129
The chart shows a clear upward trend in digital engagement across both age groups, with younger customers consistently showing higher digital activity.analyze_data
130
The chart highlights the cost-efficiency shift as chat adoption increases and overall interaction frequency decreases.quantify_impact
133
The slide uses a hub-and-spoke style diagram to show the central role of technology in the Amex business model.present_framework
134
The slide uses a hub-and-spoke style layout to show connectivity between three main pillars, supported by a base layer of technology.present_framework
135
The slide uses a timeline framework to categorize platform development into 'On-Going' (grey) and 'Starting in 2024' (blue).plan_implementation
136
The slide highlights the impact of technology on key business performance indicators.quantify_impact
137
The slide uses a horizontal timeline with alternating top and bottom callout boxes to represent historical milestones.summarize
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138
The slide uses a numbered list format to categorize AI initiatives. The 'Productivity' column is highlighted with a dashed border.present_solution
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141
The slide uses a hub-and-spoke style diagram to illustrate the business model.present_framework
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144
VIBES stands for Valuing Interactions By Evaluating Satisfaction.summarize
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146
Uses a process-flow style layout with a central screenshot of a customer portal.present_solution
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151
The chart aggregates revenue shares for US, top 5, and next 10 countries, totaling 81% for focus geographies.size_opportunity
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153
The chart includes a trend line and a specific data point for 2023 at $6T.establish_context
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155
The slide uses a flywheel/virtuous cycle diagram to connect operational activities to financial outcomes.present_solution
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157
The slide uses a combination of bar charts and a mobile app screenshot to demonstrate the success of the Amex Offers program.quantify_impact
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158
The slide uses a 4-column layout to present key performance metrics following a specific product refresh event.quantify_impact
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159
The slide uses a circular process diagram (flywheel-like) to show how marketing initiatives, risk, and data drive financial returns.present_solution
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160
The slide uses growth multipliers (1.4x and 1.6x) to highlight the efficiency of increased marketing investment.quantify_impact
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161
The slide uses an indexed value (Gen X = 1.0) to compare lifetime value across age cohorts.quantify_impact
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162
The slide uses a stacked bar chart to show the shift in funding composition and circles to show cost of funds spread.quantify_impact
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163
The chart illustrates the compounding effect of new customer acquisition vintages on total revenue.quantify_impact
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165
The slide compares historical revenue mix (2006 vs 2023) and loan growth (2019 vs 2023) with specific adjustments for NII and fee-based lending.quantify_impact
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166
Includes a footnote regarding a change in accounting recognition in 2021.quantify_impact
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168
Data compares AXP to a weighted average of top 5 US issuers (JPM, C, COF, BAC, DFS).compare_peers
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169
The slide highlights a shift towards fee-based products and higher FICO scores, while reducing reliance on balance transfers.compare_options
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172
The slide uses a simple causal flow diagram to link strategic drivers to a financial outcome.summarize
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174
The slide uses two bar charts to compare historical ROE and relative performance against the S&P 500.quantify_impact
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175
The chart shows 33 banks; American Express is the rightmost bar with 7.1.quantify_impact
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176
The chart uses a non-GAAP measure for EPS, with specific adjustments noted for 2017 and 2018 related to the Tax Cuts and Jobs Act.quantify_impact
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177
The chart combines a line graph for dividends and a bar chart for share repurchases.quantify_impact
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178
The slide uses a dual-chart approach to show capital adequacy (CET1) and capital return/equity growth (shares vs equity).quantify_impact
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179
The slide highlights revenue growth, credit quality improvement relative to peers, EPS growth, and dividend distribution.quantify_impact
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180
The slide uses a parallel structure to link past actions to future growth drivers.summarize
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182
This appears to be a branding or filler slide in a corporate presentation.other
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185
The slide provides financial adjustments for tax impacts to normalize EPS comparisons across different fiscal years.analyze_data
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186
Includes non-GAAP reconciliation for adjusted net interest income and net interest yield.analyze_data
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187
Data in billions of dollars. Includes CAGR and YoY growth metrics.analyze_data
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188
Includes CAGR and YoY growth metrics alongside absolute revenue figures in billions.analyze_data
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190
The table compares reported vs FX-adjusted metrics for 2017, 2019, 2022, and 2023.analyze_data
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191
Includes CAGR and YoY growth percentages alongside absolute dollar values in billions.analyze_data
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193
The table shows the impact of securitization activities on GAAP revenue figures.analyze_data
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194
The table reconciles GAAP figures to adjusted figures by accounting for the funding mix impact.analyze_data
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