Financial Services Deck Template
Confidential Client
PowerPoint & Presentations
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.
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.
