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The slide uses a 2x4 grid layout for data, with testimonials below each column.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
49
Includes qualitative quotes from investors in Japan, Australia, US, and UAE.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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The slide uses a grouped bar chart for task-based willingness and a ranked list for geographic willingness.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
51
The slide uses a 2x5 grid layout for the data table, with each cell containing current adoption percentages, projected adoption percentages, and a representative quote.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Includes a quote-heavy narrative structure typical of executive case studies.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Building a Future-Ready Investment FirmBuilding a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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The slide uses a table to categorize benefits into Operational, Strategic, and Financial, with 'Now' vs '3 years' columns.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Includes quotes from Deloitte leaders regarding the impact of technology convergence and the profitability challenges of robo-advisory.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
56
Includes a headshot and quotes from Michel Longhini regarding his strategy for digital transformation in private banking.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Building a Future-Ready Investment FirmBuilding a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
58
Includes a table comparing current vs 3-year outlook for 13 investment product categories.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Includes a table comparing current product offerings vs. 3-year projections.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
60
Includes a table of 14 service categories with current vs 3-year projections and a callout section with key growth metrics.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
61
Includes a table comparing current service offerings vs. 3-year projections, plus specific callouts for robo-advisors, private banks, and asset management firms.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
62
The slide uses a navigation bar at the top and a footer with the company logo and page number.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
63
Includes survey data from ThoughtLab regarding ESG sentiment among wealth management executives.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
64
Includes two tables summarizing survey results on investor approaches and challenges.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
65
Includes survey methodology references at the bottom.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
66
The slide features a quote/expert perspective from Henning Stein of Cambridge University Judge Business School.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
67
The slide uses a sports metaphor (soccer player) to represent competition and agility.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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The slide uses a two-column layout with narrative text on the left and key metrics on the right.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Building a Future-Ready Investment FirmBuilding a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Building a Future-Ready Investment FirmBuilding a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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Includes navigation bar at the top and ThoughtLab branding at the bottom.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
72
Includes a comparison table of switching reasons between 2023 and 2021 surveys.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
73
The slide uses a table to map quantitative survey results to specific qualitative investor desires.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
74
The chart shows a clear preference shift from AUM-based fees in older cohorts to performance-based and fixed fees in younger cohorts.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
75
Includes three separate data tables showing fee structures (AUM, performance, fixed) for various services.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
76
Includes two sets of charts: current revenue derivation (funnel/treemap) and expected changes (stacked bar).Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
77
Includes a quote from Matthew McWhirter and a data table showing provider type shifts.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit