It has never been clearer than it is today that our economy could not function without banks. Whether we are talking about mergers and acquisitions, portfolio management or even retail banking, these all make the wheels of the economy turn.
If we look at the employee headcount, one of the largest banks, Wells Fargo, has approximately 240,000 employees only in the U.S. If just 1% of the Wells Fargo employees have to make one presentation every month, we are talking about 28,800 banking presentations every year, and this is just one bank, and only in the U.S. Considering that banking, just like the law and accounting industries is a very bureaucratic industry, the need for reports and presentations is much higher than in other industries.
Whether you are an investment banker pitching a client or a potential buyer, making a market overview presentation to potential clients, or an in-house financial statement presentation, Excel and PowerPoint are most likely your go-to tools when it comes to reporting or making a compelling banking presentation.
Here at Konsus, we have gathered some of the best bank PowerPoint templates from the top 10 full service investment banks in the world, based on a combination of revenue numbers, global reach, income and other parameters. If you are working in the banking industry or you are just interested in learning more about the dos and don’ts of PowerPoint design, you’re in the right place:
1. Bank of America PowerPoint Presentation
Headquartered in Charlotte, North Carolina, Bank of America is ranked second by total assets in the United States and ninth worldwide. It currently operates in 40 countries around the world, with total revenue of $89,801 million and a wide portfolio of services, including card services, investment banking and mortgage and trading.
What we love about Bank of America’s bank PowerPoint template is how cohesive it is with the company's branding colors and styles.
What can be improved: Up to slide 14, the information looks well-researched, relevant and on point, but the next slides are likely to lose the audience’s interest. Remember that a presentation slide is used to support the speaker in sharing information and it’s best to steer clear of too much text on one slide.
2. Goldman Sachs PowerPoint Presentation
Founded in 1869, Goldman Sachs is one of the oldest investment banking companies, with tradition and proven long-term sustainability and success. With total revenue of $37.71 billion and total assets of $860.1 billion according to their 2016 financial statements, Goldman Sachs is definitely one of the strongest players in the banking industry.
What we love about this bank PowerPoint template from Goldman Sachs:
What can be improved: As we advance in the presentation, some of the initial color consistency is getting lost around slide 5. By adding red and dark green, and later on, yellow and brown, on top of the original combination of green, blue and white seem a bit too heavy on the eye. We think it might be a good idea to keep the rest of the slides in the same line with the first one and use the same colors or similar shades of blue, green or gray, at least for the graphs.
3. JP Morgan Chase PowerPoint Presentation
With offices in 60 countries, more than 260,000 employees, $2.4 trillion in assets and $211.2 billion in stockholders’ equity, JP Morgan’s numbers are as impressive as its history and client portfolio. The financial services company offers its solutions to corporations and government institutions in over 100 countries but also gets involved in volunteer service activities, helping local communities and giving $200 million to nonprofit organizations annually.
What we love about this PowerPoint deck from JP Morgan is how the information is presented progressively but at the same time going in depth on each point. With so many graphs on the slides, our guess is that most parts of the presentation were done orally, which is great!
What can be improved: It is a known fact that the hardest part of making a successful presentation is keeping the audience engaged and the pale gray color on every slide makes it harder for the speaker to achieve that.
4. Barclays Bank PowerPoint Presentation
Headquartered in London, Barclays offers a wide range of services, from loans and credit to savings accounts, mortgages, and insurance, being a strong presence in investment banking as well as in retail and commercial banking. Statistics indicate a total income of $37,342.56 million and almost 140,000 employees all around the world.
What we love about this Barclays deck:
What can be improved:
5. Deutsche Bank PowerPoint Presentation
Headquartered in Frankfurt, with a revenue of $34.84 billion in 2016, Deutsche Bank is Germany’s largest bank and one of the strongest players in the global banking industry. Their fundamental goal is to make Deutsche Bank a stronger and safer bank, and one of the leading client-centric global universal banks.
What we love about this PowerPoint deck from Deutsche Bank:
What can be improved:
6. Morgan Stanley PowerPoint Presentation
Morgan Stanley is a leading financial services company based in New York City, with a tradition and history of over 80 years. Its current activity includes services ranging from investment banking and securities to wealth management and investment management services. The global company has a headcount of 55,794 employees across multiple countries and reported net revenue of $32,417 million, of which the investment banking segment is $5,246 million.
What we love about the Morgan Stanley bank PowerPoint template:
What can be improved:
7. HSBC Bank PowerPoint Presentation
HSBC Bank, headquartered in London, is one of the largest banking companies in the world, with over 7,500 offices in over 80 countries around the globe. Its 254,000 employees are offering services ranging from investment and private banking to card processing and leasing to 54 million global customers.
What we love about this banking presentation from HSBC:
What can be improved: Although the red in the presentation is refreshing, it is not the same shade as the red in the logo. We believe the presentation could be improved by changing the font and gray background, which both look a bit dull and outdated.
8. Citi Bank PowerPoint Presentation
Founded in 1812, Citi today has 251,000 employees in 160 countries around the globe. Financial statements for the third quarter of 2017 show that Citigroup Inc. has a net income of $4.1 billion and revenues of $18.2 billion. The bank is a key player in investment banking and management, card processing and private banking.
What we love about this Citi Bank deck is that the overall feel and look are consistent with their website and brand identity.
What can be improved: While the first 11 slides are consistent and well organized, beginning with slide 12, the presentation begins to look a little messy: slide 12 has too much text, on slide 13 the logo does not read very well with the white text on white background, and slides 14 to 16 are not properly aligned.
This is one of the reasons why many companies come to Konsus for support and help with efficient PowerPoint professional reformatting.
9. Wells Fargo Bank PowerPoint Presentation
The largest bank in the United States by 'number of employees', with a headcount of 239,836 in 2017, Wells Fargo is a provider of investing, banking, insurance, and mortgage services for individual clients and businesses of all sizes.
What we love about Wells Fargo’s bank PowerPoint template:
What can be improved: The presentation as a whole seems a bit outdated; the website, for example, even if it’s designed in the same style and colors gives a more modern feel. Also, on slides 2, 8 and 31 the text is difficult, if not impossible to read since it’s the same color as the background. We would also give these slides a small brush-up for a more updated look.
10. Guggenheim Partners PowerPoint Presentation
With more than $295 billion in assets, Guggenheim is one of the leading global investment and advisory financial services companies with a clear focus on delivering innovative solutions for long-term results.
What we love about Guggenheim’s deck:
What can be improved: We believe this deck could use some brush-up, a more creative design, and a little more color. We feel somewhat relieved to reach slide 16 because the whole presentation is just a little too heavy on text and makes the audience lose interest.
Many companies come to Konsus with similar decks and what we do is transform them into more modern, high-end PowerPoint designs.
Some Tips When Creating Banking Related PowerPoint Presentations:
PowerPoint presentations are essential in the business context as they go beyond the basic role of showcasing information. Especially in an industry as focused on numbers as banking, adding the visual element to an oral presentation is very important and further increases the chances that the audience gets the right message and stays connected until the end of the presentation. A great PowerPoint design can improve a company’s image and even make it stick in one’s mind.