{ "docId": "019dd923-5e88-73ef-bd5a-db4fa489564e", "docSlug": "896f6b56de48a6fb", "documentTitle": "2020 ccb investor day", "authorId": "JPMorgan", "authorName": "JPMorgan Chase & Co.", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.647, "pageNumber": 10, "pageCount": 52, "prevPage": 9, "nextPage": 11, "slideType": "kpi_dashboard", "function": "quantify_impact", "density": "overcrowded", "nDataPoints": 13, "notes": "The slide uses a balanced scorecard approach to link customer preferences to business outcomes.", "elementsJson": [ "headline_text", "bar_chart_horizontal", "big_number" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5a-db4fa489564e/10", "deckHref": "/decks/019dd923-5e88-73ef-bd5a-db4fa489564e", "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-db4fa489564e.json", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-db4fa489564e#slide-10", "components": [ { "bbox": null, "kind": "callout", "text": "Investments in our holistic customer value proposition deliver shareholder value through the cycle.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd952-28a9-71be-8072-889359896755", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Reasons Consumer Bank prospects consider switching banks", "attrs": null, "subkind": "bar-horizontal", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f36085c8-3aef-4a27-bfd7-1bbcd8d5d9f6", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "framework", "text": "Balanced Scorecard", "attrs": null, "subkind": null, "toolName": "Structuring frame", "toolSlug": "structuring-frame", "confidence": null, "componentId": "019dd952-28a9-71be-8072-919068d6b47f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.45 }, "kind": "metric", "text": "20% decrease in attrition for mature deposit households since 2014", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2f93bead-c02a-4a79-b89c-63c3b7c25f4f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.58 }, "kind": "metric", "text": "> 95% Card sales volume retention for mature vintages", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b3e04d0d-844f-457b-aa5e-ff099e7c9437", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.71 }, "kind": "metric", "text": "50% lower peak loss rate from engaged Card customers", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ea38b4df-1656-44ae-bbe4-00893b179331", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.32 }, "kind": "metric", "text": "> 95% retention for primary bank relationships", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f222e302-96f5-4587-b905-b101380ce158", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "retention rate: 95%", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd952-28a9-71be-8072-8d30cadc89d6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Note: For footnoted information, refer to slide 34", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ff465bee-e272-45c9-9411-9162a7ca7ab2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "Investments in our holistic customer value proposition deliver shareholder value through the cycle", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0fd1b6a2-556a-4f7a-a158-69595bbcc311", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.23 }, "kind": "title", "text": "Our customers evaluate us based on a balanced scorecard...", "attrs": null, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "669df4ae-0b57-4ea3-8ca6-6261c92ca989", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.52, "y": 0.23 }, "kind": "title", "text": "... and our value proposition drives retention and resiliency", "attrs": null, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c4691767-407c-4fa1-9045-8f8ad3cceeb9", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Balanced scorecard", "slug": "balanced-scorecard", "agent": null, "layer": "slide", "matchId": "bf4a7095-b727-4298-a606-7109a652c70c", "evidence": "This slide mentions a balanced scorecard framework.", "confidence": 0.7 } ], "frameworks": [ { "name": "balanced-scorecard", "slug": null, "matchId": "54c202ee-7a00-4b06-8abb-a91237d74422", "evidence": "Explicitly mentioned in the subtitle: 'Our customers evaluate us based on a balanced scorecard...'", "confidence": 1 } ], "arcBeats": [ { "to": 10, "from": 6, "beatId": "50f93030-9a25-42b7-9d25-bd0b9917728e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation highlights challenges and opportunities in the Consumer & Community Banking space.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [ { "to": 10, "from": 5, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "220e506c-9252-4591-84f1-9578a8291858", "evidence": "The presentation uses KPI dashboards and financial analysis to break down the bank's performance.", "position": 0, "objective": "To understand the bank's strategic priorities and investments", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.7, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }