Fintech Presentation
Harmonie Mutuelle
Created on September 10, 2024
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Transcript
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