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How to transform your finance presentations [Boring to Interesting]

The other day I was having a casual conversation with the Founder of a VC firm, it was about creating new design guidelines for their presentations.

Founder: "We want our presentations to accurately reflect our identity—seriousness, and professionalism, just like regular finance presentations."

Curiosity got the better of me, and I asked, "Why are you so inclined towards an extremely serious presentation style? What if we explore more modern creativity?"

Founder: "I've come across modern design styles online, featuring cartoonish illustrations and vibrant colors, which wouldn't resonate with our brand. We prefer the classic corporate style with a touch of blue."

Understanding the founder's perspective, I responded, "I see where you're coming from. However, opting for blue doesn't mean you have to adhere to the same old, mundane presentation style. The corporate presentation landscape has evolved considerably. Even the messaging tone has transitioned from monotonous to engaging."

Suddenly intrigued, the founder leaned in and inquired, "I'm listening. What suggestions do you have?"

So I gave a few suggestions...

In this blog, I will comprehensively outline and explore the precise suggestions I offered to the Founder.

Whether you are a finance professional specializing in asset management, investment banking, or hedge funds, this article is valuable for everyone, extending beyond VC firms. I encourage all readers to delve into the entire article to gain actionable advice.

1. Change your mindset about finance presentations

If you're not open to the idea that finance presentations can be interesting, you won't be receptive to different design styles.

As a result, you'll stick to what you've always done and miss out on modernization. Embracing a new perspective allows you to break free from the past and explore fresh and engaging design options.

2. There's a wide array of professional colors, explore them!

While blue is often the default choice, there are alternative colors that can convey professionalism with a touch of creativity.

Consider charcoal gray for a sleek and sophisticated look, deep green to symbolize growth and reliability, rich burgundy for an elegant and serious tone, and navy blue for added depth and authority.

Step outside the confines of blue and explore the expanded color palette to add visual appeal to your finance presentations.

3. Experiment with new communication tones

If you can get your hands on 10 finance presentations right now, there's a possibility that all 10 of them will have an extremely formal or informative tone.

Professionalism is no doubt important, but it doesn't have to be devoid of appeal or persuasion. Remember, your audience is composed of humans, regardless of the industry. So, why not explore alternative tones to captivate and engage them effectively?

Here are a few refreshing options for your finance presentations: conversational tone, relatable analogies, storytelling approach, etc.

4. Don't be afraid of cartoonish illustrations

In my observation, fintech companies are leading the way in embracing illustrations as a valuable visual tool. While some may perceive illustrations as cartoonish, there is a growing array of professional-looking options available.

When used tastefully, these illustrations have the potential to significantly enhance your finance presentations.

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From sleek and professional aesthetics to innovative and engaging visuals, we'll work closely with you to find the perfect design options that fit your unique needs. Don't settle for ordinary slides - unleash the full potential of your finance presentations. Contact us today to get started.


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