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Financial Services Deck Template

Confidential Client
PowerPoint & Presentations
Row of four metal cans in ascending order, each a different color to mirror a PowerPoint bar chart

Project Details

Sales decks are one of the first impressions that clients have. In the ever changing world of financial services, deck templates should be updated regularly.

financial services presentation deck slides and visualized on a tablet

Client Challenge

Our financial services clients often have been working with the same template for several years. The templates are complex and their sales staff are used to making edits quickly, so the refresh of the templates needed to update the look of the deck while maintaining similar functionality.

Our Solution

We started by asking the client what the most important functionality of the decks are to them. Then our designers got to work and updated the decks, keeping the most used slide types and pulling graphic elements that tied the deck together.

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