{
  "docId": "019dd923-5e88-73ef-bd5d-d76a2779de1a",
  "docSlug": "0251578dbff75a2b",
  "documentTitle": "2025 The AI Dossier",
  "authorId": "Deloitte",
  "authorName": "Deloitte",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 69,
  "pageCount": 190,
  "prevPage": 68,
  "nextPage": 70,
  "slideType": "problem_statement",
  "function": "frame_problem",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses a 'problem-solution' structure, contrasting traditional segmentation with agentic AI capabilities.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "callout_box",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-d76a2779de1a/69",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-d76a2779de1a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-d76a2779de1a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-d76a2779de1a#slide-69",
  "components": [
    {
      "bbox": {
        "h": 0.75,
        "w": 0.39,
        "x": 0.54,
        "y": 0.15
      },
      "kind": "callout",
      "text": "HOW AI CAN HELP: Market monitoring, Compliance integration, Personal financial analysis, Continuous fine-tuning, Planning and strategy generation.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "34d0ae99-e3c5-4539-a1a5-cd0f7a15d880",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Agentic AI systems can serve as an automated financial advisor, providing tailored wealth management by analyzing an individual's full financial picture and adapting plans to changing needs and market conditions.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-5642-7795-a9fc-f66aefa3e5c0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.15,
        "x": 0.07,
        "y": 0.9
      },
      "kind": "other",
      "text": "Tags: Customer Experience, Agentic AI",
      "attrs": null,
      "subkind": "unclassified",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cfee2525-2cb0-4a3e-a5d9-cd6ad28a05e2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.4,
        "x": 0.07,
        "y": 0.46
      },
      "kind": "paragraph",
      "text": "ISSUE/OPPORTUNITY: Traditionally, financial advisors segment clients into broad categories... As client expectations shift toward greater personalization and cost-efficiency, firms are seeking ways to deliver more customized service.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a4153f79-635e-4306-9cf6-63ba2158c84b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.4,
        "x": 0.07,
        "y": 0.36
      },
      "kind": "paragraph",
      "text": "Agentic AI systems can serve as an automated financial advisor, providing tailored wealth management by analyzing an individual's full financial picture and adapting plans to changing needs and market conditions.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bfa72d69-ebc1-478e-a2ad-1ac2c4cae795",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.07,
        "y": 0.31
      },
      "kind": "title",
      "text": "Using AI agents to deliver highly personalized financial planning",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "edd93a0d-8161-4735-8d1f-577486acaf3d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.07,
        "y": 0.14
      },
      "kind": "title",
      "text": "Ultra-personalized financial advice and wealth management",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ecd3e5c9-953a-4f7d-980a-46e655238f1f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}