3 essential presentation tools for financial services marketing

Presentation tools for financial services marketing - Talisman - Man holding a tablet showing a nice looking presentation

Hayley Dawson

Senior Account Manager

Posted on December 7, 2014

Thanks to user-friendly presentation tools anyone can create a presentation nowadays. But that doesn’t make everyone a brilliant designer. As one joker put it: ‘power corrupts, but PowerPoint corrupts absolutely.’

In the wrong hands, poorly-designed presentations can bore your audience and make your business look unprofessional, so it’s important to know how to pick the right tools for the job and use them well.

We’ve rounded up the three most popular presentation tools for financial services to explain how we use them for maximum impact in financial services marketing.

Microsoft PowerPoint

PowerPoint is the most widely-used presentation tool and in the hands of a skilled presenter or designer, it can deliver great-looking results with maximum impact.

Many people know how to use the ubiquitous tool, so most professionally-commissioned PowerPoint presentations can be edited or repurposed in-house so you get the best combination of polished visuals and the flexibility you need to ensure a relevant presentation.

Apple Keynote

Keynote and PowerPoint share many features. It’s usually the first choice of Mac users, in part because it has a more intuitive user interface, superior graphics – especially typography and transitions – as well as better looking templates.

If you’re looking to deliver presentations using YouTube or other formats, Keynote’s transitions and effects make them look slick and its ability to export to QuickTime makes it easy to upload and share.

It’s also worth noting that while there isn’t a PC version of Keynote, you can use it in a web browser on any computer if you have an Apple iCloud account. You can export files to PDF and PowerPoint formats but some effects don’t translate well.


Cloud-based Prezi takes a different approach. It’s visually dynamic with a zoom-and-pan presentation style that replaces the traditional slide-to-slide approach of PowerPoint and Keynote. This looks impressive but beware: it can also be overused, making the presentation look busy and potentially distracting the audience.

Prezi is great if you need something with a little more panache than PowerPoint, but is best saved for simple, short presentations that need some extra fizz.

Our top tips

When it comes to choosing the right app, PowerPoint is definitely the safer option, especially for non-designers and PC users. Keynote is the design connoisseur’s choice with better features, easier media integration and a more polished overall outcome.

For DIY presentations, less is usually more. Keep things simple: only one or two fonts, minimal text on each slide, plain fonts and colours, strong images but subtle animations and transitions (if any).

For a professional result always use professional designers. They’ll be able to help you find a look that suits your needs and provide great-looking templates that will make your content shine. We are a specialist financial sector agency, so why not request a free consultation today to discuss how we can help you with your presentations.