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Active filters: firm: Deloitte ×
3,148 slides across 79 decks match.
Treemap Arc Catalog
An industry redefined
Deloitte · 2024 · section_divider
An industry redefined
 Clients are driving industry change
Deloitte · 2024 · industry_trends
Clients are driving industry change
68% — investor preference
 Firms that modernize to meet client needs will win, others will lose
Deloitte · 2024 · key_messages
Firms that modernize to meet client needs will win, others will lose
56% — investor switching intent
 What digital leadership now looks like
Deloitte · 2024 · industry_trends
What digital leadership now looks like
16% — Digital maturity level
 Building a future-ready wealth management firm
Deloitte · 2024 · section_divider
Building a future-ready wealth management firm
 1. Digitally transform client advice and experience
Deloitte · 2024 · section_divider
1. Digitally transform client advice and experience
 Technology is redefining the role of the advisor
Deloitte · 2024 · industry_trends
Technology is redefining the role of the advisor
60% — Investor preference for digital solutions
 Advisors will need to offer more value
Deloitte · 2024 · industry_trends
Advisors will need to offer more value
63% — investor value perception
 RBC Wealth Management: Advisors alive and well at a universal bank with a holistic approach
Deloitte · 2024 · case_study
RBC Wealth Management: Advisors alive and well at a universal bank with a holistic approach
 Technology will make advisors more productive...
Deloitte · 2024 · industry_trends
Technology will make advisors more productive...
80% — Adoption of digital advisory tools
 ...and align advisor supply and demand
Deloitte · 2024 · industry_trends
...and align advisor supply and demand
60% — Advisor experience change
 Filling the advisor gap through technology
Deloitte · 2024 · quote_slide
Filling the advisor gap through technology
 The hybrid advisory model will become the norm
Deloitte · 2024 · industry_trends
The hybrid advisory model will become the norm
67% — Adoption of hybrid advisory models
 Preparing for the next generation: A CEO View
Deloitte · 2024 · quote_slide
Preparing for the next generation: A CEO View
 Firms will need to take digital experiences to next level...
Deloitte · 2024 · industry_trends
Firms will need to take digital experiences to next level...
74% — Investor expectations for digital experience
 ...and deliver them through mobile apps and video meetings
Deloitte · 2024 · comparison_table
...and deliver them through mobile apps and video meetings
80% — Investor preference vs. Provider expectation
 Hyper-personalization will be a prerequisite
Deloitte · 2024 · industry_trends
Hyper-personalization will be a prerequisite
42% — Investor preference
 How BBVA will bring high tech and high touch together
Deloitte · 2024 · case_study
How BBVA will bring high tech and high touch together
 Make client diversity a business opportunity
Deloitte · 2024 · section_divider
Make client diversity a business opportunity
 By 2027, the next generation will come into sharper focus
Deloitte · 2024 · industry_trends
By 2027, the next generation will come into sharper focus
$15 trillion — Generational focus
 Appealing to younger generations
Deloitte · 2024 · industry_trends
Appealing to younger generations
74% — Investor preference percentage
 Building business across the wealth curve
Deloitte · 2024 · industry_trends
Building business across the wealth curve
49% — firm strategy focus
 Data enables firms to see clients in technicolor
Deloitte · 2024 · key_takeaways
Data enables firms to see clients in technicolor
66% — firm adoption of data analytics
 How BMO is revamping its advisor network for diversity
Deloitte · 2024 · case_study
How BMO is revamping its advisor network for diversity
 HSBC: Harnessing data to personalize at scale
Deloitte · 2024 · case_study
HSBC: Harnessing data to personalize at scale
 Drive performance through AI and digital innovation
Deloitte · 2024 · section_divider
Drive performance through AI and digital innovation
 Firms are rapidly advancing in digital
Deloitte · 2024 · industry_trends
Firms are rapidly advancing in digital
90 — Weighted average
 Technology is becoming a core competence for providers
Deloitte · 2024 · industry_trends
Technology is becoming a core competence for providers
24% — Technology sourcing strategy
 Outsourcing will continue to play a key role
Deloitte · 2024 · industry_trends
Outsourcing will continue to play a key role
69% — Outsourcing percentage
 Firms are digitizing their middle and back offices...
Deloitte · 2024 · industry_trends
Firms are digitizing their middle and back offices...
65% — Investment priority
 ...and using technology to deal with regulatory change
Deloitte · 2024 · industry_trends
...and using technology to deal with regulatory change
54% — Percentage of firms prioritizing regulatory response
 Providers will invest in more specialized technologies
Deloitte · 2024 · industry_trends
Providers will invest in more specialized technologies
64% — Investment percentage
 AI is a game-changer for the wealth industry
Deloitte · 2024 · industry_trends
AI is a game-changer for the wealth industry
69% — Executive sentiment on AI impact
 Industry experts see AI as a major disruptor
Deloitte · 2024 · quote_slide
Industry experts see AI as a major disruptor
 AI will transform customer service
Deloitte · 2024 · industry_trends
AI will transform customer service
56% — AI adoption rate
 Investors are open to AI, if it doesn't take full control
Deloitte · 2024 · market_landscape
Investors are open to AI, if it doesn't take full control
 AI attitudes vary by generation and location
Deloitte · 2024 · industry_trends
AI attitudes vary by generation and location
94% — Willingness to use AI
 AI will make internal operations vastly more effective
Deloitte · 2024 · industry_trends
AI will make internal operations vastly more effective
47% — AI adoption rate
 Putnam Investments: Using generative AI to stay ahead of the competition
Deloitte · 2024 · case_study
Putnam Investments: Using generative AI to stay ahead of the competition
 The limitations of AI
Deloitte · 2024 · quote_slide
The limitations of AI
 Digital innovation is key to driving performance
Deloitte · 2024 · key_takeaways
Digital innovation is key to driving performance
52% — revenue growth expectation
 Firms see high returns on major tech investments
Deloitte · 2024 · industry_trends
Firms see high returns on major tech investments
74% — Percentage of firms reporting high or very high returns
 First Abu Dhabi Bank: Using fintech solutions to match the competition
Deloitte · 2024 · case_study
First Abu Dhabi Bank: Using fintech solutions to match the competition
 4. Rethink offerings for the next investment era
Deloitte · 2024 · section_divider
4. Rethink offerings for the next investment era
 Investors want more product choices
Deloitte · 2024 · industry_trends
Investors want more product choices
 Firms are democratizing products to meet investor needs
Deloitte · 2024 · industry_trends
Firms are democratizing products to meet investor needs
44% — Product offering growth
 Across cohorts, investors seek a wider range of services
Deloitte · 2024 · industry_trends
Across cohorts, investors seek a wider range of services
17% — Investor service adoption rate
 Service requirements are evolving
Deloitte · 2024 · industry_trends
Service requirements are evolving
55% — Service adoption rate
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