{
  "docId": "019dd923-5de0-76bd-a16a-ff351915dbd5",
  "docSlug": "09213c178b2b68a1",
  "documentTitle": "Wealth and asset management 4.0",
  "authorId": "Deloitte",
  "authorName": "ThoughtLab",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 18,
  "pageCount": 68,
  "prevPage": 17,
  "nextPage": 19,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 45,
  "notes": "Includes a quote from David Donovan and data tables comparing mass market vs VHNW preferences and current vs future product usage.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "bar_chart_horizontal",
    "comparison_table",
    "kpi_table",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5de0-76bd-a16a-ff351915dbd5/18",
  "deckHref": "/decks/019dd923-5de0-76bd-a16a-ff351915dbd5",
  "deckJsonHref": "/decks/019dd923-5de0-76bd-a16a-ff351915dbd5.json",
  "deckAnchorHref": "/decks/019dd923-5de0-76bd-a16a-ff351915dbd5#slide-18",
  "components": [
    {
      "bbox": {
        "h": 0.45,
        "w": 0.4,
        "x": 0.037,
        "y": 0.37
      },
      "kind": "chart",
      "text": "% of investors planning to use specialized products in 2 years",
      "attrs": null,
      "subkind": "bar-horizontal",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f4d35c50-e030-4397-b1fa-2ecf5efe9f89",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Investor product adoption: 67%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-0491-71ac-9dad-626a4c49a14f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.92,
        "x": 0.037,
        "y": 0.13
      },
      "kind": "paragraph",
      "text": "In a bid to gain alpha, clients across generations and wealth levels are seeking more specialized products. Currently, about three-quarters of investors use actively managed mutual funds, but in two years, this share will drop slightly...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b974c447-380a-4c5c-91bd-358939ab7462",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.18,
        "x": 0.79,
        "y": 0.5
      },
      "kind": "quote",
      "text": "Wealth management providers are seeing that their customers want to diversify their investments in new areas like commodities and cryptocurrencies.",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "84f4d16c-90a8-41a5-9dfa-4353bb119e67",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "\"Wealth management providers are seeing that their customers want to diversify their investments in new areas like commodities and cryptocurrencies.\" David Donovan, Financial Services Practice Leader, North America, Publicis Sapient",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-0491-71ac-9dad-5c19f6792e1b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.037,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "PQ22. Which of the following investment products will your firm be starting to offer or continue to offer in two years? IQ27. Which of the following wealth management products and services will you start to use or use more over the next two years?",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8172cb61-80fa-473b-a725-a02280f084e4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.28,
        "x": 0.428,
        "y": 0.73
      },
      "kind": "table",
      "text": "% investors using traditional products now and in 2 years",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "476af56e-7127-4cc8-8c45-8261dbd8d274",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.28,
        "x": 0.428,
        "y": 0.41
      },
      "kind": "table",
      "text": "Plan to use, mass market/affluent vs. VHNW",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b99ff6ec-091b-4990-90c0-a44a79f0071b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.55,
        "x": 0.168,
        "y": 0.05
      },
      "kind": "title",
      "text": "Democratization of investment products and services",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "eb801600-3183-4c4f-9dc4-eac9ff419469",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 20,
      "from": 7,
      "beatId": "1af664c7-8a8b-469b-8767-9187ea0b9b97",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Trends and Shifts",
      "beatSlug": "sparkline-what-is-3",
      "evidence": "The document highlights key trends and shifts in the industry, including digital engagement, mobile investing, and the rise of social impact investing.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}