Freedom Finance
Business Development Packs
At Freedom Finance, I was tasked with reviewing the monthly performance updates received from our lenders. Working closely with our analytics team, I carefully analyzed the data available in our database. My objective was to extract the key insights and condense them into a concise report, which would then be compiled into a comprehensive pack. This pack would serve as a valuable resource for our team manager to present during meetings with lenders, enabling them to have all the necessary information at their fingertips.
The Guidelines
After just one week in my role at Freedom Finance, I realized the need to improve the development of our presentation packs. Previously, the company had been using Microsoft-based products for creating presentations and infographics, resulting in a lack of personalisation aligned with our brand. Therefore, I swiftly put together guidelines to address two main objectives: firstly, to ensure consistency with our brand, and secondly, to enhance the readability of our presentations.
To stay true to our brand identity, it was essential to incorporate personalised elements into our presentations. This involved using our brand colours, fonts, and logos to create a cohesive and recognisable look and feel, in line with our company's values and image.