Fintech Presentation

Cas métiers

C'est quoi

Critères

A quoi ça sert ? / objectifs

Pourquoi ? / Contexte

La vie de portefeuille

Bonnes pratiques

Planning

Contexte et enjeuxLa constitution des portefeuilles adhérents/PP – clients/PM est au cœur du modèle relationnel d’Harmonie Mutuelle. Elle permet de renforcer la relation avec nos clients grâce à l’attribution d’un conseiller privilégié (conseiller agence ou chargé d’affaires selon les réseaux) sans signifier l’exclusivité de le la relation (partage dans une dimension omnicanale avec les collègues CRC/E, agences et les canaux digitaux). La constitution des portefeuilles s’inscrit en cohérence avec notre stratégie d’être une mutuelle Humaine, proche de ses clients afin d’augmenter le développement commercial par la fidélisation et le multi-équipement.

C'est quoi ?c’est une liste de adhérents ou clients sous la responsabilité d’un conseiller privilégié qui est en charge de leur suivi. Cette prise en charge est non-exclusive. La relation avec l’adhérent/client est partagée dans une dimension omnicanale avec ses collègues. o Périmètre & définition du portefeuille : PRO : regroupement de clients PP (clients, prospects, suspects, anciens clients) • NB : l’ensemble des PM PRO et COLL sont historiquement intégrées dans des portefeuilles PART : regroupement d’adhérents PP (adhérents uniquement)

+ info

Use animage here

Need more reasons to create dynamic content? Well: 90% of the information we assimilate comes to us through sight, and furthermore, we retain 42% more information whenthe content moves.

Here you can include relevant information

WOW Effect

Here you can include arelevant data to highlight

'Your content is liked, but only engages if it's interactive'- Genially

Carousel

Animate your content and take it to the next level

'Including quotes always reinforces our presentation. Breaksthe monotony'

- Name Surname

Structureyour content

Sections like this will help you organize

Relevant Data

85%

of purchases are emotional.

Relevant Data

90%

of the information we assimilate comesthrough sight. Tell stories with graphics!

85%

of purchases are emotional. The passionprovoked by storytelling is our ally in influencing the audience's purchasing decisions.

50%

of our brain is involved in processingvisual stimuli.

80%

of what we do and see, we remember.People also remember 10% of what they hear,20% of what they read.

Timeline

20XX

Visual communicationis key

20XX

It is easier to 'read' images, than to read written text

20XX

Hence techniques like Visual Thinking

20XX

Through tags, imagesand graphics

20XX

It's easy

Timeline

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Step 8

Step 9

Step 10

Timeline

You can briefly describe in what the timeline of your presentation consists and present the milestones achieved orally so that no one falls asleep.

20XX

Plan

20XX

Structure

20XX

Define

20XX

Design

20XX

Communicate

+ info

Timeline

You can briefly describe what your presentation's timeline consists of and orally present the milestones so that no one falls asleep.

20XX

Plan

20XX

Structure

20XX

Define

20XX

Design

20XX

Communicate

20XX

Plan

20XX

Structure

20XX

Define

20XX

Design

20XX

Communicate

Graph + text

Graphics are highly shareable, making them ideal for social media and, to top it off:they often generate quality traffic to the content we create.

Graphic + text

+ info

The graphics are highly shareable,so they are ideal for social media and, on top of that: they usually generate quality traffic to the content we create.

Table + text

Visual communication is a key tool. We find it easier to 'read' images than to read written text. Therefore, disciplines like Visual Thinking facilitate visually rich note-taking thanks to the use of images, graphics, infographics, and simple drawings.

Table + text

Show enthusiasm, give a smile, and maintain eye contact with your audience can be your best allies when telling stories that excite and arouse the interest of the public: 'The eyes, chico. They never lie'. This will help you 'match' with your audience. Leave them open-mouthed!

+ info

List / processes

We are visual beings

We are able to understand images from millions of years ago, even from other cultures.

Narrative beings

We tell thousands and thousands of stories. ⅔ of our conversations are stories.

Socialbeings

We need to interact with each other. We learn collaboratively.

Digital beings

We avoid being part of the content saturation in the digital world.

List /processes

The multimedia contentis essential in a presentation, to leave everyone amazed. Also, this way you will synthesize the content and keep your audience entertained.

We are able to understand images from millions of years ago, even from other cultures.

A great title here

We tell thousands and thousands of stories. ⅔ of our conversations are stories.

A great title here

20XX

20XX

A great title here

20XX

+ info

A greatpresentation...

• Is clear and structured
• Tells stories hierarchically.
• Matches your audience.
• Adapts fonts and color to the theme.
• Includes images and entertains.

• Represents data with graphics.
• Uses timelines.
• Is animated and interactive.
• Excites through multimedia elements.
• Does not overuse bullet points.

Inserta video

+ info

Multimedia contentis essential in a presentation, to leave everyone amazed. Additionally, this way you will synthesize the content and keep your audience entertained.

Phase 1

Phase 2

Phase 3

Phase 4

Text + icons

With Genially's templates, you can include visual resources to leave your audience speechless. Also, highlight a specific phrase or data that remains engraved in the memory of your audience and even embed external content that surprises: videos, photos, audios... Whatever you want!

Text + icons

Digital beings

A great subtitle here

Social beings

A great subtitle here

Visual beings

A great subtitle here

Narrative beings

A great subtitle here

Adventurous beings

A great subtitle here

Creative beings

A great subtitle here

Audio

Your content is engaging if it's interactive

A presentation is NOT WOW when it's boring and you see thatdrowsiness takes over your audience because no one has understood anything.

When you give a WOW presentation, you turn interactivity and animation into allies and only hear applause.

When you give a boring presentation you only hear the snores of your audience and there's so much text that not even an image fits.

Embedded Content

Social Media

Music

Map

Interactive Question

Interactive Question

Interactive Question

Interactive Question

Conclusions

With calm and conciseness. Synthesize the content.

Through a scheme, to tell everything in an orderly way

Show enthusiasm! Take a deep breath and say what you've come to say.

With Genially templates you can include visual resources to leave your audience open-mouthed. Also, highlight a specific phrase or data that remains engraved in the memory of your audience and even embed external content that surprises: videos, photos, audios... Whatever you want!

Show

Remember to post!

Write a greattitle here

Interactivity and animation can be your best allies to make content fun. Therefore, at Genially we use AI (Awesome Interactivity) in our designs, so you can level up with interactivity and turn your content into something that adds value and engages.

Write a great title here

The interactivity and animation can be your best allies to make the content fun. That's why at Genially we use AI (Awesome Interactivity) in our designs, so you level up with interactivity and turn your content into something that adds value and engages.

Link >

x Close

Write a greattitle here

Interactivity and animation can be your best allies when creating tables, infographics, or graphics that help provide context for information and simplify data for translation to your audience. We are visual beings and find it easier to 'read' images than to read written text.

• Improve communication
• Matches your audience...
• And makes them part of the message.
• Has an appropriate color for its theme.

Write a greattitle here

When carrying out a presentation, you should pursue two objectives: conveying information and avoiding yawns. To do this, it can be a good practice to create an outline and use words that are etched into the brains of your audience.

20XX - Write a subtitle here

x Close

Write a greattitle here

Interactivity and animation can be your best allies when creating tables, infographics, or graphics that help provide context to the information and simplify the data for translation to your audience. We are visual beings and find it easier to 'read' images than to read written text.

• Improve communication
• Matches your audience...
• And makes them part of the message.
• Has a suitable color for its theme.

Write a greattitle here

If you want to provide additional information or develop the content in more detail, you can do so through your oral presentation. We recommend that you train your voice and rehearse: the best improvisation is always the most practiced!

Write a greattitle here

With Genially templates you can include visual resources to leave your audience open-mouthed. Also highlight a specific phrase or data that remains engraved in the memory of your audience and even embed external content that surprises: videos, photos, audios... Whatever you want!

• Improve communication
• Matches your audience...
• And makes them part of the message.
• Has an appropriate color for its theme.

Write a greattitle here

Interactivity and animation can be your best allies to make content fun. Therefore, at Genially we use AI (Awesome Interactivity) in our designs, so that you level up with interactivity and turn your content into something that adds value and engages.

Write a greattitle here

With Genially templates, you can include visual resources to leave your audience open-mouthed. Also, highlight a specific phrase or data that remains engraved in the memory of your audience and even embed external content that surprises: videos, photos, audios... Whatever you want!

• Improve communication
• Matches your audience...
• And makes them part of the message.
• Has a suitable color for its theme.

20XX - Enter a subtitle here

x Close

When carrying out a presentation, you must pursue two objectives: conveying information and avoiding boredom. For this, it can be a good practice to create an outline and use words that will be etched into the brains of your audience.

Write a greattitle here

Write a greattitle here

If you want to provide additional information or develop the content in more detail, you can do so through your oral presentation. We recommend that you train your voice and rehearse: the best improvisation is always the most worked!

Write a greattitle here

Interactivity and animation can be your best allies to make content fun. That's why at Genially we use AI (Awesome Interactivity) in our designs, so you can level up with interactivity and turn your content into something that adds value and engages.

Write a greattitle here

Interactivity and animation can be your best allies to make content fun. Therefore, at Genially we use AI (Awesome Interactivity) in our designs, so you can level up with interactivity and turn your content into something that adds value and engages.

Write a greattitle here

Interactivity and animation can be your best allies to make content fun. That's why at Genially we use AI (Awesome Interactivity) in our designs, so you can level up with interactivity and turn your content into something that adds value and engages.

Write an awesome title here

Interactivity and animation can be your best allies to make content fun. That's why at Genially we use AI (Awesome Interactivity) in our designs, so you can level up with interactivity and turn your content into something that adds value and engages.

Link >

x Close

Write a greattitle here

Interactivity and animation can be your best allies to make content fun. That's why at Genially we use AI (Awesome Interactivity) in our designs, so that you level up with interactivity and turn your content into something that adds value and engages.

x Close

Write a greattitle here

When carrying out a presentation, you should pursue two objectives: conveying information and avoiding boredom. To do this, it can be a good practice to create an outline and use words that will be engraved in the minds of your audience.

Write a greattitle here

Interactivity and animation can be your best allies to make the content fun. That's why, at Genially, we use AI (Awesome Interactivity) in our designs, so you can level up with interactivity and turn your content into something that adds value and engages.

Link >

x Close