Leveling Up Finastra’s Sales Presentations for Global Banking Leaders

Sales Presentations
All Cases
Financial Presentations
Revamping Finastra’s sales presentations with a focus on clean, corporate design and providing extensive training for the sales teams on how to use them effectively.

Finastra’s sales team needed modern, streamlined presentations that could cater to the high standards of their prestigious client base, which includes some of the world’s top financial institutions.

The existing presentation lacked the visual appeal and clarity required to effectively communicate Finastra’s vast range of financial solutions. Additionally, the sales teams needed comprehensive training to fully understand how to make the most of their revamped presentation to wow their clients. The goal was to create a professional, visually compelling sales tool that the teams could easily navigate and present with confidence while ensuring it highlighted Finastra’s market-leading position.

The Rekarda Approach: Clean Design with Emphasized Detail

To meet Finastra’s needs, we focused on creating a polished, corporate-style presentation that prioritized clarity and subtle design elements to maintain engagement without overwhelming the audience.

We tackled Finastra's presentation need from all angles, our work is split into three key main areas

Corporate, Streamlined Design:

We created presentations that are clean and minimalistic, focusing on clear sections that allow for easy navigation. The designs are kept corporate yet dynamic, balancing a professional tone with elements that emphasize Finastra’s innovation. Each slide was optimized for both visual impact and concise messaging, ensuring that complex financial data could be communicated effectively.

Training for Sales Teams:

A key aspect of our partnership is the extensive training we provide to Finastra’s global sales teams. We develop step-by-step guides on how to use the new presentations to their full potential, helping teams understand how to adapt the content to various client needs. This includes how to present the data in a way that highlights Finastra’s strengths while keeping the presentation engaging.

Detail-Focused Visuals:

Small details make a significant difference in their presentations' effectiveness. For example, we use sleek, corporate animations that help guide the audience’s focus without distracting from the key information. The designs also incorporated Finastra’s corporate color palette, maintaining brand consistency while adding modern touches, like subtle 3D elements and transitions.

Simplifying Complex Financial Solutions

We managed to simplify the wealth of complex financial services and solutions Finastra offers into presentations that are easily digestible yet comprehensive. Each deck clearly communicates value while maintaining the interest of a highly knowledgeable audience.

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