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Finance presentation templates

Clear, trustworthy decks for money products, investment updates and financial education.

2 templatesOpens in Decks

A closer look at Investment Platform.

A calm, confident deck for an investing or finance product, from why to invest and how it works to options, results and growth. Here it is slide by slide.

See the template
  1. 1A cover with the platform's promise, a member count and a skyline photo
  2. 2Welcome: four cards introducing the platform
  3. 3Why investing matters: four numbered reasons
  4. 4Platform overview under a wide architecture photo
  5. 5Educational resources with a getting-started button
  6. 6Investment options: stocks, real estate, bonds and index funds
  7. 7Features as a bento grid of cards and photos
  8. 8How it works: three steps on a timeline
  9. 9Benefits: three headline numbers and a portfolio donut
  10. 10Growth: yearly returns and a bar chart of assets

About finance presentation templates.

Something else on your mind? Ask us in the chat, bottom right of the page.

Are these finance presentation templates free?

Yes. They open in Docsiv’s Decks app with a free account, where you can edit your copy, download it and share it with a link. The Free plan includes every Docsiv app and 500 AI credits a month.

Which app do they open in?

Decks: slides, PPTX, PDF and HTML exports.

Can Docsiv AI write the finance deck for me?

Yes. Choose Customise with Docsiv AI on any template, tell it about the client or the project, and it drafts the content in that template’s style for you to review and edit. AI uses credits; the Free plan includes 500 a month.

Can I change the design?

Yes, all of it: the colours, fonts, photos and every word, and you can add or remove slides. Your brand kit’s colours are in every colour picker.

More from the gallery.

All templates

Describe the finance deck you need

Docsiv AI drafts it in the style of these templates, with your details in place, ready for you to edit.