In the complex world of money, finance and investments, presentation visuals are often helpful in explaining intangible concepts and communicating key information.

The financial industry is increasingly reliant on presentations to help educate, train, or convey complex concepts (in groups or individually). But all too often financial professionals' amateurish presentations lack the professional edge to effectively communicate, sell, or compel investors to take action.

Making a point in the financial industry is a lot easier when you have a good looking presentation. Since 1995, The Presentation Team has developed high-impact presentations for financial-industry clients whose audiences have included investors, financial analysts, or anyone seeking to improve their financial standing. Our designs have helped these financial pros to more effectively communicate their message better than any in-house solution might provide.

Our experience has given us a broad knowledge of the financial / investment industry, allowing us to quickly and cost-effectively create (or enhance/improve) presentations (or other marketing materials) that succinctly meet address the project requirements with a blend of professionalism and creative flair.

If you're looking for a company that has a broad understanding of the unique needs of the financial industry and can create a presentation to give you the sharpest edge, give The Presentation Team a call.

 

Case Study 1: Resources Global Professionals

Client since 2005

For Brian Goodman and the team at Resources Global Professionals in San Diego, California, their 30-page PowerPoint presentation posed problems! It was graphically dreary and boring...hardly reflective of the professional brand image of this multimillion dollar financial/legal company. So RGP engaged the Presentation Team to conduct a low cost "Enhanced Presentation" makeover, transforming it from weak to wow by creating a custom template, adding relevant financial images, improving charts/tables, and enhancing the overall look.

 

 

Case Study 2: Wealth Counsel

Client since 2005

Audiences love Laura and Wayne Wilson. Their Wealth Counsel financial planning seminars are consistently filled with crowds hungry for help on managing their assets. Unfortunately, Laura and Wayne's upbeat and dynamic delivery was being overshadowed by their amateurish PowerPoint presentation. So the Wilsons turned to The Presentation Team to update three of their PowerPoint files with a look and feel that reflected the serious subject of finances with the fun and light nature of their delivery. After a 45-hour makeover, we put the final transitional touches on a 90-slide presentation that now leaves their audiences informed, entertained, and satisfied.

 

 

Case Study 3: UBS Financial

Client since 2004

As an agent for UBS Financial, Alan Goldstein fervently speaks on financial planning issues. But his support PowerPoint was visually dreary...until he turned to The Presentation Team for help. With their $599 Enhanced Presentation package, the team quickly developed a new template and overall look and feel to the presentation, creating a new show that helped communicate financial investment strategies more effectively and persuasively. The end result, a happy client, and a more engaged audience.

 

 

 

Case Study 4: AST StockPlan/Salomon Smith Barney

Client since 2000

The CD-ROM Business Card that The Presentation Team created for AST StockPlan/ Salomon Smith Barney was a huge success! Distributed at a large tradeshow, the autoplay CD Card professionally and efficiently explained AST StockPlan's offerings and helped to position the firm as a leader in the financial services industry.

"The team at The Presentation Team took our somewhat vague wish list and translated it into a presentation directed to our specific needs. Everyone was great to work with - responsive, cooperative and creatively proactive. I was very satisfied with their work.”

Lynda Spiegel

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