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Building a Future-Ready Investment FirmBuilding a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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The slide uses a combination of a line chart for aggregate generational focus and a stacked bar chart for sector-specific focus.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes survey data from ThoughtLab regarding investment behaviors and expectations.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes survey data (PQ6, PQ20) regarding up-market vs down-market strategic shifts.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a bar chart of organizational focus and a table of investor selection criteria by country.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes navigation bar at the top and source methodology notes at the bottom.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a quote from Kevin Barnes, Head of Private Wealth, North America at BMO.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a quote from Janet Yuen, Head of Digital Servicing and Journeys at HSBC.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Building a Future-Ready Investment FirmBuilding a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a maturity model table and a quote from a Deloitte leader.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes survey data (PQ25) and expert commentary from FNZ and Deloitte.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a quote from FNZ's Carl Robertson and an anonymous Australian broker-dealer executive.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes quotes from industry executives and a comparative bar chart showing current vs 3-year investment priorities.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a primary table of priorities and a secondary table comparing leaders vs others.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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The slide uses a table to compare investment percentages across 15 technology categories, with trend indicators (up/down arrows).Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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Includes a navigation bar at the top and a quote from an industry expert.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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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
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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
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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
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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
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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
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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
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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
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Includes survey methodology references at the bottom.Building a Future-Ready Investment Firm · ThoughtLab
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit