The Business Case

The CEO of the B2B fintech enterprise reached out to us to revamp their Series B deck. The original deck featured basic PowerPoint slides, lacking branding and the use of UI and dashboard images to showcase the product effectively. We enhanced the aesthetics, incorporated data visualizations, and created a brand-centric pitch deck.

*Data on slides is obscured to preserve confidentiality.
Project Type

Series B Pitch Deck

Industry

Financial Services

Project Timeline

2 weeks

Location

Los Angeles, CA.

Before

The deck lacks visuals, and the colors are too bright and overwhelming. It isn’t branded, and the content is hard to read. The brand doesn’t use its UI elements and dashboard visuals effectively.

After

We transformed the aesthetics and elevated the brand positioning by using impactful imagery and integrating their dashboard and UI elements. We carefully selected new fonts, iconography, and strategically used colors based on their existing branding. Overall, we improved the messaging to focus on their Series B raise.

Before & After

We used improved mockups of the UI and card, enhancing the messaging through better functional design.

By focusing on the key message of revenue growth, we transformed the slide from a visually cluttered case study into a compelling narrative, highlighting how Finmax significantly boosted the brand’s revenue.

We enhanced the slide with functional visuals that highlight the brand’s product roadmap, emphasizing key milestones for products currently in development.

We standardized the headshots by aligning them at the same level and ensuring consistent styling. We also used AI to create and crop headshots uniformly, making them look appealing.

Problem/Solution Animation

After grasping the slide’s messaging, we merged them and integrated animations for clearer visuals and cohesive storytelling. In the current ecosystem, users interact through multiple touchpoints, but using the Finmax platform/CRM reduces this to a single touchpoint, significantly enhancing efficiency.

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