We had the opportunity to collaborate with Finnovate Research, a UK-based fintech analyst firm known for their sharp focus on payments innovation. They approached us with a specific need: design a compelling PowerPoint marketing presentation that effectively communicates their capabilities to senior leaders in global banking.
This wasn't just another pitch deck. It needed to represent the voice of a firm that provides critical insights to major financial players—top-tier banks, payment processors, and technology vendors across multiple regions.
The Challenge
Finnovate Research had the substance. What they needed was structure. And storytelling.
They offer an industry-trusted product—the Payments Innovation Tracker—which analyzes trends in digital payments, card issuance, alternative payment methods, security, and more. But when it came to presenting this in a way that grabs attention in boardrooms, their previous materials didn’t reflect the power of their data or the depth of their market intelligence.
The audience? Think VPs and executives at major financial institutions. Busy people. No time for fluff or dense slides.
That meant our job wasn’t just to make something look good—it was to make something useful, digestible, and persuasive.
Our Approach
We started by breaking down their existing content to understand:
- What’s being said?
- Who needs to hear it?
- How do they make decisions?
This helped us define a presentation structure that balances strategy with detail. Here's how we built it:
1. Slide Design for Fast Consumption
Finnovate sends out reports every month. These slides need to do double duty—support live meetings and act as standalone deliverables. We kept the design clean, with plenty of breathing space and a consistent layout that senior decision-makers can skim in five minutes or less.
Each section was restructured around:
- Short headers
- List-based summaries
- Visual callouts for emphasis
- Clear, repeatable slide templates
We intentionally used a list-view format in many slides. Why? Because banking executives don’t want to scroll through a wall of paragraphs to find the point. They want to scan. Fast.
2. Visual Hierarchy for Storytelling
Every report Finnovate sends covers a wide landscape—issuers, acquirers, telcos, fintech players, regulatory shifts. To prevent information overload, we grouped topics by theme and created visual anchor points throughout the presentation.
Sections included:
- Overview of the Payments Innovation Tracker
- Monthly reporting methodology
- Key focus areas (mobile, alternative payments, blind spots)
- What makes their tracking system stand out
- The value proposition for global banks
Each of these segments was designed to flow naturally into the next. No guessing what slide comes next. No random topic jumps. Just smooth, intuitive structure.
3. Highlighting Their Competitive Edge
Finnovate is competing with global consulting giants, niche data vendors, and internal teams at major banks. So we carved out space in the deck to spotlight what they do differently.
One slide, titled “What is Unique About Payments Innovation Tracker”, was entirely dedicated to their strengths:
- Analyst team with strong industry context
- Strategic and operational focus
- Global coverage of trends and pain points
- A proactive approach to research
- Ability to connect dots others miss
We used iconography and bold layouts to give these traits room to breathe. This wasn’t just a list of features—it was a reason to trust their insight.
4. A Pitch That’s Easy to Understand
We wrapped up the presentation with a slide that spells out their offer to enterprise clients: the pricing model, deliverables, and research hours included. We made sure this section was especially clear—this is the moment where many presentations fall apart. Either it’s too vague or buried in fine print.
Instead, we kept it sharp and simple. A four-point breakdown of what’s included in the subscription, with room for sales reps to add talking points during meetings.
How the Client Responded
The team at Finnovate loved the end result. The deck immediately became part of their standard marketing toolkit. They now use this presentation not just for outreach and pitches, but also for onboarding new clients and partners.
According to their feedback, the slides:
- Helped clarify their product to new stakeholders
- Supported more productive meetings with decision-makers
- Saved time in preparing custom decks for different regions
More importantly, it gave them a professional edge. A well-designed presentation sends a signal. It tells your clients you’re serious about communication. That you understand how to translate data into decisions.
Project Deliverables at a Glance
Here’s what we delivered as part of this PowerPoint design project:
- Custom-designed marketing presentation
- Template system for monthly reporting visuals
- Slide layouts built for clarity and speed
- Visual cues to separate strategic insights from data
- Story-driven structure from start to finish
What We Learned
Working with fintech companies means knowing when to simplify and when to zoom in. You’re not just designing for looks—you’re designing for impact.
This project reminded us of three important things:
- Don’t bury the lead – Executive audiences want the punchline fast. Give them headlines that stand on their own.
- Context matters – What seems obvious to analysts can confuse new prospects. Your slides need to bridge that gap.
- Consistency wins – A coherent visual system makes every deck easier to read, present, and reuse.
If you're in fintech or financial services, the way you present your data can be just as important as the data itself. Whether you're pitching a new subscription product, showcasing insights to clients, or training internal teams, a strong deck helps you stay top of mind.
Need a PowerPoint that actually drives conversations?
We’ve helped clients like Finnovate distill complex research into clean, high-converting presentation tools. If you’re trying to win business, build trust, or just make sense of messy data, we can help you build something that speaks to the right audience.
0 Comments