{
  "docId": "019de074-fe6c-769f-8ef8-5d29c92578e5",
  "docSlug": "85b5bea42a3338f1c443c2d890efc0a9",
  "documentTitle": "Morgan Stanley | Investor Presentation Deck | 14 slides",
  "authorId": "morgan-stanley",
  "authorName": "Morgan Stanley",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-05-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 8,
  "pageCount": 14,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "customer_journey",
  "function": "present_framework",
  "density": "dense",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de074-fe6c-769f-8ef8-5d29c92578e5/8",
  "deckHref": "/decks/019de074-fe6c-769f-8ef8-5d29c92578e5",
  "deckJsonHref": "/decks/019de074-fe6c-769f-8ef8-5d29c92578e5.json",
  "deckAnchorHref": "/decks/019de074-fe6c-769f-8ef8-5d29c92578e5#slide-8",
  "components": [
    {
      "bbox": {
        "h": 0.03,
        "w": 0.9,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "disclaimer",
      "text": "The End Notes are an integral part of this presentation. See Slides 12-13 at the back of this presentation for information related to the financial metrics and defined terms in this presentation.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1c7d7c63-6086-4b57-9da7-5bdaa88dac18",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.35,
        "y": 0.7
      },
      "kind": "framework",
      "text": "SUPPORT MIGRATION TO ADVICE",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "65c4a88f-54ad-4cb6-97dc-8ff65a0d9fe1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.4,
        "x": 0.3,
        "y": 0.3
      },
      "kind": "framework",
      "text": "GAIN ACCESS THROUGH WORKPLACE AND SELF-DIRECTED RELATIONSHIPS",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "94fe97cf-ba93-407b-b00b-491546b4bea7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.35,
        "y": 0.5
      },
      "kind": "framework",
      "text": "BUILD TRUST AND CREDIBILITY",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ec8abe5f-aa33-4217-b73c-4aef389a8eeb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.05,
        "y": 0.11
      },
      "kind": "title",
      "text": "Client Acquisition Funnel Drives Deeper Advice Relationships",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d41d6c07-5d6d-492d-bb24-c8a1a0dbcd32",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Customer journey map",
      "slug": "customer-journey-map",
      "agent": null,
      "layer": "slide",
      "matchId": "7fe39065-1aef-4447-9d18-4552f7ba0f7b",
      "evidence": "framework/instance: GAIN ACCESS THROUGH WORKPLACE AND SELF-DIRECTED RELATIONSHIPS",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "customer-journey-map",
      "slug": null,
      "matchId": "fdd28248-00e5-42a2-a3d5-6aa20f79aba1",
      "evidence": "Funnel diagram representing stages of client acquisition",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 10,
      "from": 7,
      "beatId": "d39ee192-abdf-4670-b2cd-89b216609e6b",
      "arcName": "Rags to Riches",
      "arcSlug": "rags-to-riches",
      "beatName": "The Breakthrough",
      "beatSlug": "rags-to-riches-the-breakthrough",
      "evidence": "Path to $10Tn in Client Assets and doubling WM Pre-Tax Profit",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 10,
      "from": 7,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "35907a35-aecc-42a0-a25b-e5616bde0ab5",
      "evidence": "Path to $10Tn in Client Assets and doubling WM Pre-Tax Profit",
      "position": 1,
      "objective": "Focused on driving continued growth",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.7,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}