what is presentation how is it useful for bank employee

• Mr.Prezident - Engels
• how-to-prepare-presentation-for-banks

A PowerPoint presentation for banks: how to prepare for it.

Preparing a powerpoint presentation for banks..

Perhaps, like many others, you grew up with the idea that banks are there to help us. Unfortunately, that's less than half of the story. Banks are commercial institutions that want to make a profit. That's why it's important to convince them that a collaboration will benefit both parties. An interactive PowerPoint presentation can be a huge help when giving a presentation at banks.

Include all important data in your presentation.

An interactive PowerPoint looks like a website or app. It's important to have this presentation prepared by professionals. We work with you to ensure that all the data you might need is included in the presentation. During the presentation, you can flexibly address possible questions from the bank. You don't have to go through the slides linearly, but can always directly access the information that is most relevant at that moment.

Are all the slides of your PowerPoint presentation correct?

Once your PowerPoint presentation for banks is ready, it's important to get to know it well and double-check that all the different slides are correct. Additionally, you need to make sure you know exactly where to find all the important data during the presentation. If you can efficiently present relevant information during the presentation, you'll build trust.

Present effectively: what does the bank gain from this knowledge?

When preparing the information, it's crucial to consider the audience and what they want to hear. Therefore, make sure you understand the goals of the bank you'll be presenting to. Think about the benefits for them and which aspects of your proposal can provide certainty. In an interactive PowerPoint presentation, you can ensure that all questions lead to this relevant information. We'll add subtle animations that guide the audience's attention in the right direction.

End with a brief summary.

The conclusion of your PowerPoint presentation for banks is crucial for the impression you leave behind. With an interactive PowerPoint, you have the opportunity to reiterate the main points and emphasize why a partnership would be beneficial for both parties.

Let Mr.Prezident create a customized business presentation for you. Our team of specialists ensures a clear storyline, strong design, development, and a personal touch. A powerful business presentation for a powerful story.

Interested in learning more about Mr.Prezident and the possibilities for your business presentation? Contact us, and we will be happy to assist you.

Interested in more PowerPoint tips? Send us a message.

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What It Takes to Give a Great Presentation

• Carmine Gallo

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

• Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

Partner Center

• May 10, 2023

Ten Critical Training Topics for Bank Employees

Updated: May 11, 2023

Bank employee training refers to the process of providing employees with the necessary knowledge, skills, and tools to perform their job duties effectively in a banking environment. This can include training on various topics such as banking products and services, compliance and regulations, risk management, customer service, sales and marketing, leadership and management, financial analysis, information security, and digital transformation.

The training can be delivered in different formats, such as in-person training sessions, online courses, webinars, on-the-job training, and coaching sessions . The training program can be customized to the specific needs of the bank and its employees, depending on their roles and responsibilities.

The goal of bank employee training is to improve the employees' performance, productivity, and job satisfaction while ensuring compliance with regulations and reducing the risk of financial losses or reputational damage. Well-trained bank employees can provide better customer service, manage risks more effectively, and contribute to the bank's overall success.

The Importance of Training Your Bank Employees

Training is essential for bank employees for several reasons:

Enhancing Skills and Knowledge

Bank employees need to have up-to-date knowledge and skills to perform their duties effectively. Training can provide them with the necessary knowledge and skills to meet customer needs, comply with regulations, and manage risks.

Improving Job Satisfaction and Motivation

Employees who receive regular training are likely to be more satisfied with their jobs, as they feel more confident and capable of performing their duties. This, in turn, can improve their motivation and commitment to the bank.

Increasing Productivity

Employees who have the necessary skills and knowledge can work more efficiently and effectively, resulting in increased productivity. This can lead to improved customer service, higher sales, and increased profitability for the bank.

Ensuring Compliance with Regulations

Banks operate in a highly regulated environment and must comply with various laws and regulations. Training can help employees understand these regulations and comply with them, reducing the risk of penalties or legal issues.

Managing Risks

Banks face various risks, including credit risk, operational risk, and cyber risk. Employees who are trained in risk management can identify and manage these risks, reducing the risk of financial losses or reputational damage.

Keeping Up with Industry Changes

The banking industry is constantly evolving, with new products, services, and technologies being introduced regularly. Training can help employees keep up with these changes and adapt to them, ensuring that the bank remains competitive.

Develop an Effective Online Training Program for Bank Employees

Developing an effective online training program for bank employees requires careful planning and execution. Here are the steps to follow:

Identify the training objectives: Determine the specific skills and knowledge that need to be covered in the training program. These objectives should be measurable and aligned with the bank's overall goals.

Assess the needs of the employees: Conduct a needs assessment to identify the gaps in the employees' knowledge and skills. This will help you determine the specific areas that need to be covered in the training program.

Choose the delivery method: Decide on the delivery method for the training program. Online training is a popular option, but you may also consider a blended approach that combines online and in-person training.

Create the content: Develop the content for the training program, keeping in mind the objectives and needs of the employees. This should include videos, interactive quizzes, case studies, and other learning materials.

Choose the right platform: Select an appropriate learning management system (LMS) that will host the training program. The LMS should be user-friendly, interactive, and able to track the progress of the learners.

Schedule the training: Set a schedule for the training program and communicate it to the employees. Ensure that the schedule is flexible and allows employees to complete the training at their own pace.

Monitor and evaluate: Monitor the progress of the learners and evaluate the effectiveness of the training program. Use feedback from the employees to improve the training program and make it more effective.

Reinforce learning: Provide opportunities for learners to reinforce their learning through follow-up activities and ongoing support.

Here are some training topics that can be useful for bank employees:

1. Banking Products and Services

This training should cover the various banking products and services offered by the bank, including loans, savings accounts, checking accounts, credit cards, and investment products.

2. Customer Service

Employees should be trained on how to provide excellent customer service , including effective communication skills, problem-solving, and complaint handling.

3. Compliance and Regulations

Training on compliance and regulations should cover topics such as Anti-Money Laundering (AML) laws, data privacy regulations, and other legal requirements.

4. Risk Management

Employees should be trained on how to identify and manage risks in the bank, including credit risk, operational risk, and market risk.

5. Information Security

This training should cover cybersecurity threats, data protection, and measures to prevent data breaches.

6. Sales and Marketing

Employees should be trained on how to effectively sell bank products and services, including techniques for cross-selling and upselling.

7. Leadership and Management

Training on leadership and management can be useful for managers and supervisors, covering topics such as employee motivation, performance management, and conflict resolution.

8. Financial Analysis

This training can be useful for employees who work in the finance department, covering topics such as financial statement analysis, cash flow management, and financial forecasting.

9. Diversity and Inclusion

Employees should be trained on how to promote diversity and inclusion in the workplace, including topics such as unconscious bias, cultural sensitivity, and inclusion in hiring practices.

10. Digital Transformation

With the increasing digitalization of the banking industry, employees should be trained on digital tools and technologies, including online banking, mobile banking, and digital payments.

About LMS Portals

At LMS Portals, we provide our clients and partners with a SaaS-based, multi-tenant learning management system that allows you to launch a dedicated training environment (a portal) for each of your unique audiences.

The system includes built-in, SCORM-compliant course authoring software that enables most anyone to build engaging courses quickly and easily.

We also offer a complete library of ready-made courses, covering most every aspect of corporate training and employee development.

If you choose to, you can create Learning Paths to deliver courses in a logical progression and add structure to your training program. The system also supports Virtual Instructor-Led Training (VILT) and provides tools for social learning.

Together, these features make the LMS Portals platform the ideal solution for your bank employee training program.

Contact us today to get started or visit our Partner Program pages

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Financial performance presentation: A comprehensive guide

Learn to choose the right data, visuals, and storytelling techniques to impress your audience.

Raja Bothra

Building presentations

Welcome to the ultimate guide on crafting a stellar financial performance presentation.

In this comprehensive article, we'll delve into the world of financial presentations, covering everything from the basics to advanced techniques. Whether you're a seasoned financial analyst or a newbie in the field, we've got you covered.

What is financial performance?

Before we dive into the nitty-gritty, let's establish a clear understanding of what financial performance entails. Financial performance refers to the evaluation of a company's fiscal health and efficiency. It encompasses a range of critical elements, including revenue, profitability, and financial stability.

Benefits of financial performance presentation

A well-structured financial performance presentation offers numerous advantages. It serves as a powerful tool for communicating your organization's financial story effectively. Here are some key benefits:

• Clarity and transparency : A compelling presentation ensures that your financial information is presented clearly, fostering transparency.
• Informed decision-making : Stakeholders can make informed business decisions based on the insights provided in your presentation.
• Engaging stakeholders : Engage your audience with visually appealing slides that convey complex financial data in an understandable manner.
• Demonstrate expertise : Show your expertise in financial matters by crafting a presentation that reflects your knowledge.

KPIs and metrics to include in financial performance presentation

Now, let's get into the meat of the matter - the key performance indicators (KPIs) and metrics that should feature prominently in your financial performance presentation.

These metrics provide a snapshot of your organization's financial health:

• Revenue analysis : Start by showcasing your revenue growth over time. Use graphs to illustrate quarterly and annual revenue trends.
• Profitability Metrics : Discuss your profitability with metrics like gross profit margin and net income. Use charts and tables for a visual impact.
• Balance sheet insights : Dive into your balance sheet to highlight assets and liabilities. Ensure that you represent this information in an illustrative manner.
• Cash flow statement : Explain your cash flow with clarity. This is vital for demonstrating liquidity and solvency.
• Financial ratios : Incorporate key financial ratios like debt-to-equity and return on investment to give a comprehensive view.
• Income statement details : Present your income statement data, emphasizing operating income and net sales.

How to structure an effective financial performance presentation

To create an impactful financial performance presentation that conveys complex financial information efficiently, follow these steps:

1. Introduction:

Begin your presentation with a captivating introduction that sets the stage for what's to come. Start by highlighting the purpose of your presentation, the key financial metrics you'll be discussing, and provide a brief overview of your company's financial performance.

2. High-level overview of financial performance:

Start with a high-level overview of your company's financial performance. This should include key metrics such as revenue, profit, and cash flow. Make sure to compare your current performance to prior periods and industry benchmarks. Use this section to give your audience a snapshot of where your company stands financially.

3. Key trends and developments:

Dive deeper into your company's financial performance by discussing any key trends or developments. This could encompass a wide range of factors, from new product launches to market expansion and changes in customer behavior. Utilize charts, graphs, and tables to illustrate these trends and make the data more digestible.

4. Financial outlook:

Provide insights into your company's financial outlook for the future. This should include your expectations for revenue, profit, and cash flow. Additionally, discuss any significant risks or opportunities that could impact your financial performance down the line. It's crucial to offer a forward-looking perspective to guide your audience's understanding of your company's financial trajectory.

5. Conclusion:

Summarize the key points of your presentation in a concise and impactful manner. Reinforce the main takeaways and leave your audience with a positive impression of your company's financial health.

Additional tips for delivering an effective financial performance presentation:

• Clear and concise language: Avoid using technical jargon or acronyms that your audience may not understand. Communicate your message in plain, straightforward language to ensure clarity.
• Visual support: Incorporate visuals such as charts, graphs, and tables to support your presentation. Visual representations of data can enhance understanding and engagement.
• Q&A preparation: Anticipate questions from your audience and be well-prepared to address them. Clear and concise responses will reinforce your expertise.

Sample presentation structure:

Slide 1: Title slide

Slide 2: Introduction

• Purpose of the presentation
• Key financial metrics
• Brief overview of the company's financial performance

Slide 3: High-level overview of financial performance

• Comparison to prior periods and industry benchmarks

Slides 4-6: Key trends and developments

• Discussion of significant trends or developments
• Use of charts, graphs, and tables for visual support

Slide 7: Financial outlook

• Future expectations for revenue, profit, and cash flow
• Discussion of key risks and opportunities

Slide 8: Conclusion

• Summary of key presentation points
• Leaving the audience with a positive impression of the company's financial health

Remember that you can adjust this structure to suit your specific audience and purpose. Whether presenting to investors, employees, or other stakeholders, tailoring your approach will enhance the effectiveness of your financial performance presentation.

Do's and don'ts of a financial performance presentation

To ensure your presentation hits the mark, here are some do's and don'ts to keep in mind:

• Know your audience: Tailor your presentation to the specific needs and interests of your audience. Consider what they need to know about your company's financial performance and anticipate the questions they are likely to have.
• Be clear and concise: Avoid using technical jargon or acronyms that your audience may not understand. Explain complex concepts in a simple and straightforward manner, ensuring that everyone can follow along.
• Use visuals: Visual aids, such as charts, graphs, and tables, can significantly enhance the understandability and engagement of your presentation. Visuals provide a clear and visual representation of data.
• Tell a story: Don't just present numbers and metrics; use your presentation to weave a narrative about your company's financial performance. Highlight key trends and developments and discuss their implications for the future.
• Be prepared: Anticipate questions from your audience and be well-prepared to answer them. Clarity and confidence in your responses reinforce your expertise.

Don'ts:

• Avoid information overload: Resist the temptation to overwhelm your audience with an excess of information. Focus on the most critical metrics and trends that provide valuable insights.
• Steer clear of jargon: Refrain from using industry-specific jargon or acronyms without clear definitions. If you must use technical terms, ensure they are explained clearly for everyone's understanding.
• Don't over-depend on slides: Your presentation should go beyond the slides. Use them as aids to explain the data and provide context, but don't let them do all the talking. Your spoken words should complement the visuals.
• Admit when you don't know: It's okay not to have all the answers. If you're asked a question during the presentation that you cannot answer, acknowledge it, and offer to follow up with the individual afterward.

Summarizing key takeaways

• Financial performance involves assessing a company's fiscal health.
• Benefits of a presentation include clear communication, informed decisions, and engagement.
• Key metrics to include are revenue, profitability, balance sheet, cash flow, ratios, and income statement data.
• An effective presentation structure includes an intro, overview, trend analysis, financial outlook, and conclusion.
• Presentation tips: Use clear language, visuals, prepare for questions, and adapt to your audience.
• Do tailor to your audience, be clear, use visuals, tell a story, and be prepared.
• Don't overload with information, use jargon, rely solely on slides, or hesitate to admit when you don't know an answer.

1. What is a financial performance presentation, and how does it differ from a traditional powerpoint presentation?

A financial performance presentation, often referred to as a financial report presentation or financial powerpoint presentation, focuses specifically on showcasing the financial results and overall financial health of a company. Unlike a typical powerpoint presentation ppt, which may cover various topics, this presentation is dedicated to presenting financial information, including important financial data and performance data.

2. Can I use prezent to create a financial performance presentation with editable templates and financial slides?

Yes, Prezent offers a range of editable templates designed for financial presentations deck. These templates make it easy to present financial data and make your slides visually compelling. Whether you need a dashboard slide or a pie chart to display financial kpi information, Prezent has you covered.

3. How can I effectively display financial information, such as revenue and profit, in my financial performance presentation?

To effectively display financial information, consider using charts and graphs, such as pie charts and doughnut charts, which are available in Prezent's presentation templates. These visually compelling ways of presenting financial data can help your audience understand the performance data at a glance.

4. What should be included in an executive summary of a financial performance presentation?

An executive summary in your financial performance presentation should provide a concise overview of the financial results, including turnover, profit and loss (P&L) statements, and KPIs. It's essential to make your presentation easy to understand, especially for shareholders and creditors who may need additional information presented in a clear and straightforward manner.

5. How can I turn complex financials into a one slide presentation that drives results?

Transforming complex financial information into a single, impactful slide is a skill that Prezent can help you develop. With Prezent's templates and tools, you can create a dashboard slide or a presentation template that condenses many numbers into an easy-to-understand format. This can be especially useful for presenting financial data in meetings or during slide shows.

Create your project financial performance presentation with prezent

Now that you've gained insights into crafting an impactful financial presentation, it's time to put your knowledge into action. Utilize Prezent's powerful features, including slide templates and a plethora of design options, to create presentations that truly represent your financial data.

• Templates and designs : Access brand-approved designs and templates for a professional look.
• Time efficiency : Utilize a vast library of pre-made elements to save time on creation.
• Data visualization : Easily incorporate charts and graphs to visualize financial data.
• Collaboration : Collaborate in real-time with team members for input and review.
• Compliance : Ensure 100% compliance with brand guidelines for consistency.
• Document management : Organize and manage presentation materials efficiently.
• Customization : Personalize presentations to match project needs and goals.
• Overnight service : Get a polished presentation overnight to meet tight deadlines.

Try our free trial or book a demo today with Prezent!

Start impressing your audience today!

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• Integrations

How to make a financial presentation interesting in 7 steps

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Let’s face it; financial data has a reputation for being boring and a financial presentation can fill even the most devoted professionals with dread.  

To change this perception, you need to create a financial data presentation you’re excited to give . Hold the interest of your audience instead of making them feel like they are being held captive. Use these tips to make a financial presentation interesting and make sure people listen to what you have to say.

1. Communicate the story behind the data

People respond to stories better than data and figures. When you plan your business presentation, plan to tell the who, what, when, where and why behind the numbers. Data will appeal to people's analytical brains, but to maintain their interest you also have to use examples to explain who the numbers affect, where the figures come from and why they are important.

You don't need to be a born storyteller to do this, you just have to go a bit deeper. So rather than simply saying 'These are the projections for next year' or 'these are our business goals', go further and and talk about where that projection has come from, what has and can still influence it, and why it's important for your audience to know.

But, remember this: keep it simple. In the words of the great Steve Jobs :

'That’s been one of my mantras – focus and simplicity.'

2. Follow the 10-20-30 rule

PowerPoint presentations used to be great, but overused and, quite frankly, poorly-made presentations have branded them an instrument of evil in meeting rooms around the world.

But, there is hope.

Guy Kawasaki's 10-20-30 rule is simple: a presentation should include:  ten slides , last twenty minutes, and use thirty point font .

By following this process, you keep the presentation concise and it forces you to get to the point. This sets up ideal conditions for your audience to tune in to what you're saying.

3. Hide your notes and bullet points

There’s nothing wrong with a handout or takeaway, but if you put your whole business presentation on the handout or on the screen behind you, your audience will read ahead and then tune you out. It's a fact of human nature and we've all done it at least once in our careers.

Make sure your handouts and slides don’t detract from what you're saying. Remember that you and what you have to say are the main event. Keep your slides simple and then expand and explore with your own commentary.

In the words of Mary Angelou : 

'People will forget what you said, people will forget what you did, but people will never forget how you made them feel.'

4. Make it picture perfect

Too much text will kill any presentation. People just don't respond to blocks of uninterrupted information. To make a financial presentation interesting, slides ensure you have at least a few interesting and relevant graphics. A well-designed, simple presentation will catch your listeners’ eyes and attention.

If design isn’t your thing, apps for finance like Roambi  or Collabmobile turn data into attractive visuals that will back up what you have to say. And, if it's appropriate, throw in a funny picture or gif to illustrate a point. We're all human and making us crack a smile during a data-heavy presentation can be refreshing.

5. Channel the pros

Once you’ve planned what to say and what materials you will use, you have to know how you're going to say it. This means learning to communicate with your audience by taking some tips from the masters .

Warren Buffet, financial investment guru, talks about finances all the time, and if you watch his talks online, he’s a charming, relatable speaker , not boring at all. When Steve Jobs spoke , he took technical information and made it interesting.

How you talk affects how people listen, so work on your public speaking abilities even if you only present in the meeting room.

6. Arrange for discussion

People are more interested in conversation than a speech. To engage your audience in your presentation, allow time for discussion. They might have plenty to say or nothing at all, but it's always good to offer the floor for comments, questions and suggestions for improvement. Interaction reigns in the attention of the audience since they have to participate and prove they've been listening.

7. Open and close

Steve Jobs began keynotes with ‘I have four things I want to talk about today.’ Guy Kawasaki's talks always consist of ten points. By doing this, they are letting their audience know how long their talk is going to last so that the audience know how long they have to concentrate for.

Letting them know what to expect in terms of how much material you have to cover gives your audience something to watch out for and helps them to follow along, knowing there's a fixed endpoint. On your final point, include a ‘and just one more thing’ to let them know you're coming to a close.

If you have a lot to cover, try to find a way of condensing it down into fewer points because if you start your presentation by telling the audience you have 25 things to cover then you're in for a collective groan and disengagement (plus, it's not good for business productivity ).

Make a financial presentation interesting

Financial presentations don’t have to be boring and a meeting about finance no longer has to fill your colleagues with dread.

Giving meaning to your numbers, making your financial information visual and interesting to look at and engaging with your audience will help ensure your finance meetings become the highlight of your colleagues calendars, not the dread of their diaries.

You might not get it right the first time, but as long as you're always trying to improve, you'll get there - and your audience will thank you for it.

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