{
  "docId": "019dd923-5ca1-7489-b635-3c03305eec08",
  "docSlug": "8998a3c81076f3d0",
  "documentTitle": "AI and Next Wave Transformation GAM",
  "authorId": "BCG",
  "authorName": "BCG",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "portrait",
  "aspectRatio": 0.707,
  "pageNumber": 11,
  "pageCount": 31,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses a process diagram to contrast non-personalized, customized, and GenAI-enabled customized investing.",
  "elementsJson": [
    "paragraph",
    "process_diagram",
    "icon_grid",
    "footnote"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b635-3c03305eec08/11",
  "deckHref": "/decks/019dd923-5ca1-7489-b635-3c03305eec08",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-3c03305eec08.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-3c03305eec08#slide-11",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "With this capability, asset management firms can potentially offer personalized portfolios to a much broader group of investors.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-acb9-741a-835a-dd1f554027ed",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.88,
        "x": 0.06,
        "y": 0.58
      },
      "kind": "diagram",
      "text": "Comparison of Nonpersonalized, Customized, and GenAI-enabled investing workflows.",
      "attrs": null,
      "subkind": "process",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2e2cf9b3-7bc1-485e-bcad-d302040e360f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.4,
        "x": 0.06,
        "y": 0.16
      },
      "kind": "paragraph",
      "text": "Personalized Portfolios at Scale: Advancements in AI are leading to two major developments for personalized portfolios. First, AI represents a step-change in the construction of customized portfolios...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c9a2a5a8-caf9-4751-8a91-79f0dea7d3e4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.4,
        "x": 0.5,
        "y": 0.07
      },
      "kind": "paragraph",
      "text": "The second development is the efficient scaling of customized portfolio management, resolving a major challenge that has made bespoke investing a high-cost service...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dfdf99b3-8b68-46f3-9cef-fa2393ed5241",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.4,
        "x": 0.06,
        "y": 0.07
      },
      "kind": "paragraph",
      "text": "Al can enhance personalization by expanding the ability to create and manage customized portfolios at scale. In addition, it makes it possible to provide a more highly tailored customer experience, from acquisition through retention, at scale.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f1ce76c8-3561-4aa5-b04b-c1120f86430a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.06,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Sources: Expert interviews; BCG analysis. Note: GenAI = generative intelligence. Financial advisor, relationship manager, or sales professional.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "87990ded-0274-4f5e-9392-5a37d222186d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.4,
        "x": 0.06,
        "y": 0.04
      },
      "kind": "title",
      "text": "AI Can Enable Greater Personalization",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "71e90bf9-8dde-4401-98bd-22f2df8cf4a2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.8,
        "x": 0.06,
        "y": 0.555
      },
      "kind": "title",
      "text": "Exhibit 6 AI Makes It Possible to Scale Personalized Portfolio Management",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ea0f0dc7-a020-483c-ab66-038a5ef7dce8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-121f-71e6-8e93-1ed1db29960b",
      "evidence": "Title 'AI Can Enable Greater Personalization' states the second P",
      "confidence": 80
    },
    {
      "name": "Story Moments",
      "slug": "story-moments",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-121f-71e6-8e93-2170a1da1e03",
      "evidence": "Case-study slide illustrates the personalization vision",
      "confidence": 60
    }
  ],
  "frameworks": [
    {
      "name": "process",
      "slug": null,
      "matchId": "c90a2641-b2f2-46b8-8172-2f3cb1d059b9",
      "evidence": "The slide uses a three-stage process flow to compare investment models.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [
    {
      "to": 17,
      "from": 7,
      "beatId": "019dd95a-0701-77fe-ae98-8bcb99ab1399",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "Three Ps + AI use cases + Five Elements implementation framework",
      "position": 3,
      "confidence": 90,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 7,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-088b-72c8-b7e1-03f7754a6f38",
      "evidence": "Three Ps thesis (p.7) + value-chain waterfall (p.9) + sales (p.12) + deal-team (p.13) all point to same pattern",
      "position": 2,
      "objective": "Build the AI-value case via multiple converging examples",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 80,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}