Financial Services Shareholder Meeting
Our financial services client was concerned that their presentations were dated looking, hard to understand and very text heavy. Additionally their template was difficult for authors to use, so they couldn’t respond rapidly to shareholder requests. They needed guidance in creating an appropriate design template that felt cutting-edge yet corporate. They also needed help making their files easy to use and easy to change between different formats.
Service Used: Visual Enhancement, Design Consulting
The old template was using a dark background and therefore was rather dated looking. This also made their slide decks hard to print or reuse in other applications. Also, the background color was forcing them to use bright primary colors for their information, which gave their presentations an unsophisticated look. Their investment strategies were cutting-edge, but their slides were making them look behind the times.
eSlide guided the C-level decision team towards a clean, stylish design template that was easy for authors to use. We created a template system that allowed easy conversion from standard format (4×3 aspect ratio) to widescreen format (16×9 aspect ratio). Once the template was approved, we worked with authors directly to help visualize their important content using infographic styles
After engaging eSlide, the client was able to trust our expertise and optimized development process to keep their project focused and moving forward. By facilitating group reviews we were able to smoothly get consensus on design styles so we could begin redesigning important content. This created a robust set of sample slides which authors were able to reuse and update for future presentations. Suddenly the clients were in a much better position to respond quickly to shareholder requests for information – and the look of the presentations did justice to the market intelligence behind the strategies.