Powerpoint Templates and Google slides for Client Centricity
Save Your Time and attract your audience with our fully editable PPT Templates and Slides.
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Client centric financial planning process powerpoint presentation slides
Complete package of 54 PPT designs.Designed to support financial planners, financial advisors, customer relation managers, sales managers. Rich with vibrant graphics, images and tables. High resolution template themes. Customize background, font, color, or layout as per your choice. Insertion option for animation, videos, logo, name and trademark. Downloading triggers with a click. Converts readily into PDF, JPG and Google slides. The stages in this process are financial pyramid, tax planning, risk tolerance analysis, budget financial plan new capital budgeting, budget monitoring process.