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Investment banking concerns big organizations, firms, and even governments because it involves the financial dealings that would later impact the economy.
For instance, if your organization is in need of financial consultations for public funding, needs professionals to oversee Initial Public Offerings(IPOs), or requires assistance in marketing stocks and bonds, investment banks are your go-to place.
Investment banking also helps firms in underwriting their debt and equity securities and aids in the profitable sale of securities. They also facilitate mergers, acquisitions, reorganizations, etc, for institutions and private investors.
While success in this field is directly related to the bank’s deep-rooted origin, new players in the market can make their mark with the right strategies in place. Because investment bankers convey factual information about stock pricing, market strength, and the risks involved, their research department becomes crucial for stakeholders looking to invest and issue their bonds.
With these strategies, banks gain a reputation among their clients and become reliable middle mwn for future dealings.
In all this, communication is the key, and presentations will help you pitch your effectiveness in growing together with corporations and investors. On this note, we have taken the liberty of sharing our 10 best designs for investment banking. Explore our investment PPT templates here:
Template 1: Investment Banking Presentations PowerPoint Presentation Slides
As new players who wish to grow into existing markets or as established players who want to expand their client base, this is a great presentation for you to pitch your service. Utilize this 50-slides complete deck to showcase your in-depth market analysis, portray the advantages of investment banking, and identify potential investing corporations. The PPT is embedded with infographics, charts, and graphs to help your clients visualize stats easily and thus make crucial decisions in light of them. Deploy this effective PPT layout now!
Template 2: Investment Banking Collection PowerPoint Presentation
Here is another thematic presentation to pitch your unmatched banking and consultation services. Deploy this 54-slide PowerPoint presentation to discuss aspects such as financial overview, top customers, market CAGR growth, liquidity analysis of the bank, etc. Graphs and charts within this PPT will convey your previous achievements to convince your new clients to invest and sell securities. Get ahead of your competitors by downloading this PPT layout now!
Template 3: Investment Banking Value Propositions Channels Revenue Streams
Deploy the slides of this 12-template compilation to explain your investment banking model. Identify your value propositions, channels, and revenue streams with easy-to-edit charts and infographics. Label important components and departments that must operate cohesively to deliver on the bank’s principles. Highlight your areas of improvement and mark your important victories over the years. Use this PPT design to conduct quarterly or annual training. Download now!
Template 4 One Page Summary Investment Banking Financial Overview Report PPT
Do you want a one-page design to report your bank’s financial overview? This characteristic template will serve well in this regard by helping you give a succinct overview of your engagements over the years. Use this PPT layout to pitch clients or include it as a part of annual yearbooks. Download now!
Template 5: Financial Overview Investment Banking One Page Summary Report PPT
This is another one-pager to summarize the key highlights of your financial and core accomplishments. Share insights on your pricing, key stats, market data, etc. Using excel-linked graphs; this PPT design is an opportunity to track metrics like revenue vs. EV/Revenue, EBITDA vs EV/EBITDA, etc. Plot these important metrics and track them with this vibrant one-pager layout. Download here.
Template 6: One Page Investment Banking Summary Financial Overview Report PPT
Here is another creative one-pager to summarize your financial highlights with a diversity of graphs. Compare parameters such as volatile equity markets, price performance, transactional valuation, etc, with these editable graphs. Secure this PPT layout in your PowerPoint folder now. Check out the link below!
Template 7: One Page Summary Financial Overview Investment Banking Report PPT
Here is an all-in-one banking overview template to focus on your financial highlights, which simultaneously serve as a business card. Share your contact details with relevant clients, including investors and stock issuers, to get in touch. Infuse this PPT layout with your key achievements to draw their attention to doing business with you. Head over to the download link below and explore the potential of this one-pager design.
Template 8: Investment Consultant Four Page Brochure Template
Serving your financial highlights is part of client pitching. Let them know about the rainbow of services that your organization offers. With this four-page brochure template, you can eloquently convey your strengths and serviceability in terms of consulting services, middleman activities, and research in bringing the most compatible parties together for a profitable business. Utilize this editable brochure design to connect with prospects today!
Template 9: Business Overview of an Investment Bank PPT
With this single slide, investment bankers can showcase a business overview of their major operations by sharing their financial highlights over the years. This creative layout also designates a space to summarize the bank’s evolution over the years with a glimpse of its important key partners. The editable framework allows users to fill in their characteristics and attempt to win new clients. Claim this template by clicking on the download link below.
Template 10: Investment Bank’s Competitor Matrix Template
Besides being original and well-versed with your business activities, what else can the banking organizations dig into to win over their prospects? It is the awareness of competition around them. With this template, you can address this aspect and in fact, align your competitors via a comprehensive matrix based on their dominance. Categorize their threat as low, medium, and high while comparing their market size. Use this PPT design to keep your team updated on the competition around. Download now!
These were the 10 actionable templates that investment bankers are constantly seeking. Deploy these fully editable, easy to share, and high-quality PowerPoint layouts and perform your crucial role in bringing investors and corporations together.
PS: Looking for an investment statement policy template to enlist the terms and conditions for your investors and stakeholders? Utilize this guide in preparing your financial exchange policies. You’ll find the practical templates embedded in it. Check now!
Download the free Investment Banking PDF.
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