Presentation design service for financial risk

Executive-ready deck on prolonged interest rate scenarios

Client: Firmwide Risk – Global Bank

The challenge

From Q3 2023 to Q3 2024, the financial sector faced a prolonged high interest rate environment, posing strategic and operational risks for the bank.

Our client, a global bank, needed presentation design services to develop a board-level presentation for an executive offsite to assess exposure under prolonged rate scenarios, delivering insights beyond what existing internal materials could offer.

The solution

We provided a full-scope presentation design service, from strategic storyboarding to final visual delivery.
Our approach included:

Partnering with SMEs and Chief Risk Officer to align on narrative and key messages

Streamlining legacy deck from 25 to 5 pages, removing non-essential content

Prioritizing latest internal data

Collaborating with stakeholders to design clear, executive-friendly visualizations that highlighted critical metrics

The deliverable

A succinct 5-page deck covering:

  • Exposure of regional banks’ liquidity and capital to sustained higher rates
  • Interest rate sensitivity across the life insurance sector
  • Impact of higher rates on the firm’s balance sheet and liquidity position
We split the “Before” content into two focused pages (“After”) based on CRO feedback, and we added supporting visuals. We used color to highlight key definitions and data points.

The outcome

The final presentation enabled confident delivery to C-suite executives and reframed technical risk details within a clear, strategic context. The deck was praised for its clarity and focus, helping align senior stakeholders on key rate exposure risks and prompted follow-up discussions on capital strategy.