How To Make A Financial Presentation That Engages Audiences
Table of Contents
What Is A Financial Presentation?
A financial presentation is a communication tool consisting of a series of slides used by businesses to help communicate and share information relating to finances such as an organization’s net income, net profit, the balance sheet, the overall budget and other important information.
What you’ll find included in a financial presentation are charts and graphs often depicting analysis on projections, total company assets and other critical business information that would communicate the financial health of a company. These presentations can be shared internally with employee and board members or they can be shared externally with the public if your company is publicly traded.
We’ve helped multiple business operating in the financial sector create engaging financial presentations that not only communicate complex data effectively, but in an engaging way that keeps your audience interested. Most financial presentations simply transfer data from statements sheets onto a PowerPoint slide, but don’t provide context on what the numbers mean. They forget to explain the greater picture and this is where most financial presentations fail. We will help take your financial presentation and make it engaging so you can present your financial information with confidence.
For ING Financial, we used real data to create a multitude of graphs & figures to help showcase their successes.
We Create Engaging Financial Presentations That Make Financial Data Interesting!
At Presentation Geeks, we pride ourselves in our ability to make financial presentations engaging. Whether they are created using Prezi, PowerPoint or Google Slides, we create some of the presentations in the world. Rather than taking complex data points and leaving it up to the audience to decipher what the numbers mean, we collaboratively work with you to create an engaging story with the numbers.
Most people remember information as it relates to a story. Give people random numbers and data points without context and they will likely forget the information or get lost with how the numbers relate to one another. Package the numbers and data in a story and you will be able to provide your audience with an impactful message that is relevant to them and one they will remember.
Whether it is presenting a financial presentation to a group of stakeholders or highlighting the key figures of a financials analysis, we can help you start a more engaging, robust conversation around finances with key audiences. Below is an example of a financial presentation we put together for Citibank, a well-known, globally respected financial institution.
Citibank Presentation Example Slides
Why You Should Get Financial Presentations Professionally Made
You should consider having your presentations professionally made because they help communicate vital information. Not only do you need to worry about the information being presented, but you also need to keep in mind that presentations are a representation of your brand.
At the end of the day, a presentation is a tool used to communicate with your audience. If you have a tool that does not effectively do the job it is designed to do, then it has failed its purpose and your audience will take not of this. It is obvious when a presentation is bad. Do not leave this to chance. Ensure your company presentation is professionally made. Let’s take a closer look as to why you should have your presentation professionally made.
Communicating Information
A presentation is a tool and when a tool is defective, it does not serve its intended purpose. At Presentation Geeks, we are professional presentation designers who have mastered the art of creating powerful presentations that work as effective communication tools. We help support presenters with their presentation needs to ensure they are fully enabled to present data on slides that will engage an audience.
This ability is even more critical when sensitive and important information is being presented like finances. When you are tasked with giving financial suggestions, providing financial tips or figure out what direction the business should go in based on data analysis work, then you need to have a well-crafted presentation.
Brand Representation
Presentations are not always internal meetings. Presentations can be externally facing where your presentation will be seen by an audience outside of your organization. When presenting, what message do you want them to have of you and your company?
Misaligned slides that are off brand with no clear tone or design in the PowerPoint slides makes your company feel disjointed and sporadic. These are characteristics you do NOT want associated with your business when dealing with finances. At Presentation Geeks, we ensure your brand is respectfully and properly displayed throughout all slides of a presentation – from beginning to end. A consistent tone of message will provide key stakeholders with the confidence they need to move forward in building professional relationships and with you.
Not convinced? Take a look at one of our multiple financial presentation examples we’ve created for some country’s top financial/investing companies.
Can Financial Statements Be Incorporated In A Presentation?
Of course financial statements can be incorporated in a presentation and we make it fun!
You’re probably hesitant to incorporate financial statements and other financial key points because it will get overwhelming with all the numbers and figures. It will be a burden on your audience to analyze the information effectively. Luckily, this is not the case when working with Presentation Geeks.
We are able to focus on the details that matter most. Sifting through the numbers and picking out the high-level numbers that matter most to the audience you’re presenting to. Not all audiences need to look at the same numbers. This is another reason why some financial presentations fail.
They try and follow a one-size-fits-all approach, hoping one financial presentation can be used for multiple audience groups. This does not work. We work collaboratively with you to identify which audience group you will be presenting to and then highlight the numbers based on this group. If it is an internal group of employees from various departments, focus on the high-level numbers showing a company’s growth. If it is to shareholders, you will be required to share financial information as required by law.
Are You Looking For A Financial Presentation? We Love Making Financial Information Engaging!
Not only are we Presentation Geeks, but we are geeks in general. We love taking complex financial information and creating understandable graphs and charts that help break down large figures and make sense of them in a story format.
We believe interaction within presentations and getting your audience to participate is critical to help them fully understand the information you are trying to explain as the presenter. How can this be done with financial presentations? Let’s connect and explore how we can transform your financial PowerPoint into a more engaging experience.