How Courtney VCMI started their powerpoint template journey
Who are you known as?
Vision Capital Management
Tell us a bit about who you are and the people you reach
-high-touch customer service
-individual and institutional clients
-proprietary, in-house research
target audience: women in life transitions, multi-generational families, soon to be retired and retired, and upwardly mobile professionals.
What industry do you think your business is most related to?
Accounting & Financial
Content to include in the template
-goal is to present who we are, who we serve, what we do and why we're different
-infographic to show our multi-step investment process
-4 basic pieces of content:
-Our firm story/history
-product offering (investment process, types of portfolios/investments we use, etc
-client experience (high touch customer service)
-why we're unique: we serve women well, special divorce certification, we're in Portland and targeting the Pacific Northwest so we're local, financial planning, majority women owned and very involved in our community
-modern, yet professional (not traditional financial firm stuff)
-Color scheme should match our logo with minimal use of the orange