Description

This design was created as the JPMorgan Private Bank Client Presentation. At that time, bankers gave either a flipbook or PowerPoint presentation to wealthy clients. Because the head of the department felt that PowerPoint presentations were unprofessional, I was asked to redesign the existing format as an interactive presentation. The purpose of creating an interactive presentation was to present the client's personal information in innovative ways that could not be expressed through traditional means. One example was an interactive comparison between the client’s current assets, projected assets and recommended portfolio.