Best Slides to Include In Your Financial Services Company Profile [Free PDF Attached]

Financial services are essential for an economy like today, no matter whether the services benefit the public of their own country or the international individuals. If you are financial services or a banking company, and looking forward to presenting your vitals to the board of directors or other stakeholders, then building a company profile is a must for you.

But, how to make one?

Stuck on several thoughts? No worries! We at SlideTeam have prepared an efficient financial services company profile that has comprehensive details related to the industry.

Moreover, the template has all the essential vitals that a company requires to disclose to its stakeholders and management. Furthermore, a financial services company profile is a concise and professional deck that will benefit a broad range of businesses in managing their money and thinking of out-of-box options to expand in the global market too.

Check out all essential elements to cover in the template.

You can even purchase our company profile ppt templates and customize it based on your company's needs.

In contrast, take assistance from our research team in preparing your own financial services company profile from scratch.

Let’s get started!

Competent Financial Services Company Profile – Read Vitals Now

SlideTeam has done extensive market research and analysis to propose a winning financial services company profile.

And then our highly-experienced team converted all the information into a series of competent slides.

Through this blog post, we provide you with a brief on the vital slides.

Scroll down and learn about these slides!

Slide 1: Cover Page

The cover slide of the financial services company profiles brief the stakeholders and users a lot about the company profile. One can even add their company name on this cover slide.

Consequently, one can even edit or customize the design of the company profile based on specific business requirements.

Download this 100% editable slide from a Competent PowerPoint Template

Slide 2: Executive Summary

This slide displays the executive summary of the financial services company. Furthermore, it includes details about the overview of the company, its founder details, management details, vision and mission statement, key statistics, etc. Consequently, one can even highlight facts for awards, facts, and figures related to financial services organizations in their company profile.

Download this 100% editable slide from a Competent PowerPoint Template

Slide 3: Company Overview with Core Values

This slide exhibits the company overview of the financial services organization. Moreover, the company profile shows parent company details, industry, tagline, headquarters, total employees, USP, core value details, awards, footprints, products, etc.

Download this 100% editable slide from a Competent PowerPoint Template

Slide 4: Key Business Areas

This slide illustrates information for the key business areas of ABC's financial group. Consequently, it illustrates the key areas of the financial services company in the company profile. They are retail banking, wholesale banking, treasury, etc.

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Slide 5: Products & Services

This slide highlights the products and services offered by the financial banking group. Moreover, it showcases details like storage solutions, insurance solutions, banking services solutions, other services, etc.

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Slide 6: Snapshot of Subsidiary Companies

This slide depicts the focus on a snapshot of the subsidiary companies. The company profile shows a table that highlights information regarding the companies, incorporation year, parent company shareholding, market capitalization, total assets, CSR spending, etc.

Download this 100% editable slide froa m Competent PowerPoint Template

Slide 7: Company Management Team

This slide highlights the focus on the financial company management team of the financial banking organization. Furthermore, the slide of the company profile highlights details like name, image, experience, responsibilities, specialization information, position, etc. details for the key team members.

Thus, the slide shows details for the chief executive officer, chief financial officer, managing director, executive director, company secretary, head of Europe, and more.

Download this 100% editable slide from a Competent PowerPoint Template

Slide 8: Business Model

This slide presents the business model of the financial services company. It is a must to disclose in a company profile to stakeholders. Furthermore, it includes various information for the elements like key partners, key activities, value propositions, key resources, customer relationships, cost structure, revenue streams, customer segments, channels, and more.

Download this 100% editable slide from a Competent PowerPoint Template

Slide 9: Competitor Comparison

This slide exhibits details regarding the competitor analysis by financials depicting a comparison between the company and competitors by showcasing the key financials. Consequently, the table in the company profile for key financials includes details for revenue, net interest income, net interest margin, deposits, loans, advances, capital adequacy, provision coverage ratio, etc. of various competitors.

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Slide 10: Historical Revenue

This slide allows you to represent the annual revenue growth of your financial services company with the CAGR for the last five financial years from 2018 to 2022 along with their key insights. Henceforth, the slide displays the yearly bar and line chart for showing the revenue of the financial companies in US billion dollars. Also, shows the key insights for the same.

Download this 100% editable slide from a Competent PowerPoint Template

Slide 11: Net Interest Income

This slide showcases the focus on the net interest income in the graphical representation for five years. Furthermore, it presents the difference between the revenue generated from the interest and the expenses paid as interest. Consequently, the slide shows a yearly bar graph highlighting the net interest income with their key insights.

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Slide 12: Capital Adequacy Ratio

This slide depicts the focus capital adequacy ratio depicting the time period of the five years from 2018 to 2022. Moreover, it depicts the capital adequacy ratio using a bar chart that shows tier 1 and tier 2 & common equity tier 1 ratio with their key insights.

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Slide 13: SWOT Analysis

This slide highlights the SWOT analysis details for the financial services company or the banking group. Consequently, it shows the strengths, opportunities, weaknesses, and threats of the financial bank in the company profile. In contrast, it illustrates, that the financial company has the strong brand name, high potential in the health insurance sector, high consumer finance rates, and unstable US mortgage markets.

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Slide 14: Banking services Expansion Plans

This slide displays the banking services expansion plans over the next one year. Moreover, it depicts the table highlighting details like various services, dates, expansion markets, budgets, etc. In contrast, some of the core services mentioned in the slide are commercial banking services, asset management services, life insurance services, home finances, digital currencies, etc.

Download this 100% editable slide from a Competent PowerPoint Template

Slide 15: Financial Banking Group Case Study

This slide illustrates the focus on a case study about the launch of Dexter shipping cargo express. Also, it includes an overview of the client company, their name, the problems, solutions, results, and the inefficiencies such as cross-bank integration solutions.

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Final Thoughts

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Download the free Financial Services Company Profile PDF.