Customer Insights & Digital Transformation PowerPoint Template

This PowerPoint template is designed to help businesses and consultants effectively present user journey insights and uncover key challenges and opportunities.


Ideal for creating reports or strategy presentations, it offers a comprehensive framework for analyzing client needs, pain points, and aspirations across various industries. With clean layouts and customisable slides, it provides a professional solution for showcasing key findings and recommendations in a visually appealing format. Perfect for agencies, consultants, or internal teams looking to deliver clear and impactful presentations.

1. Heading Sub heading | Sub heading DD Month

2. Task 1: Identity insights Empathise and Define

3. Client one Luxury accessory manufacturer Client two Property development Client 3 Car manufacturing and repairs Pain points: Manual financial processes: Time-intensive processes leading to high LOE for completing core tasks. Dissatisfaction with traditional banking support: Poor customer service and slow transition to more modern solutions. Needs : Streamlined financial management : A solution that offer ease of use, transparency, and integration to manage all financial aspects in one system. Automation of financial tasks: Ability to automate repetitive financial processes without losing visibility and control. Enhanced d igital presence: A digital strategy to i ncrease online engagement, relationship with customers, and brand awareness. Delegation of decision-making: Ability to delegate financial and operational tasks. Aspiration: Growth and sustainability planning: Strategic planning to increase revenue growth and maintain operational efficiency as the business scales. Understanding user tensions, needs and aspirations (1 of 2) Pain points: Limited accessibility to banking services: Difficulty accessing loans and bank credit. Management of multiple accounts: Inefficiencies with traditional banking processes for managing multiple accounts. Limited performance oversight: Lack of visibility on banking performance. Needs: Streamlined financial management: A solution that allows for efficient processing of loans and managing multiple projects. Increased visibility: Provide control through tools enabling tracking, and evaluation of projects and company growth. Strengthen banking relationship: Solutions which can bridge the credibility gap in banking relationships. Aspirations: Growth through volatile markets: To establish stable growth and resilient capability through a volatile property market. Pain points: Market uncertainty and volatility : Uncertainty of future economic conditions. Defined roles and responsibilities: Division of financial responsibility and daily business tasks to be clearly defined. Needs : Banking support and flexibility: Tools which enable for flexibility during unexpected fluctuations in market allowing for more confident planning. Division of business vs. personal finances: Differentiation and management between personal and business finances. Single-source of truth: Requires one system to handle the management of all financial aspects of the business. Aspirations: Customer loyalty and growth: Maintain strong customer loyalty and increase company growth. Improve financial regulations: Maintain prudent financial management. Empathise

4. Client four Property management Client five Recruitment and staffing agency Client six Events agency Pain points: Management of multiple systems: Constant monitoring of cloud services and integration via APIs requires extensive manual efforts. Monitoring of expenses: Manual efforts are required to constantly monitor ways to be more efficient and cut costs. Needs : Reporting and visibility: Access to real-time performance metrics and KPIs to enable proactive and informed decision making. Streamlined digital ecosystem: A solution which enables full integration of systems to allow for more efficient management of networks and servers. Improved financial management Aspiration: Strong growth through acquisition: To activity discover new opportunities and reach acquisition goals to drive growth. Increased financial portfolio: Proactively seeking opportunities and staying informed to support decision making. Understanding user tensions, needs and aspirations (2 of 2) Pain points: Coordination of multiple accounts: High manual efforts required to manage multiple global accounts. Defined roles and responsibilities: Division of financial responsibility and daily business tasks to be clearly defined. Limited support from traditional banks: Increased friction and dissatisfaction with support provided by banks. Needs: Streamlined financial management: A simplified and streamlined solution which enables easy bank switch and set up, and IT support for integrations between multiple accounts and softwares. Actionable notifications : Alert users of outstanding debts and provide options to action. Aspirations: Operational efficiency and improved systems: S treamlined financial management across multiple global accounts and reducing complexity for completing routine tasks. Pain points: Highly competitive industry with low barrier to entry Strained relationship with banks: Frustration with traditional banks from limited support and poor user experience using their services. Needs: Event management automation : To automate repetitive , non-core processes and tasks. Integrated cloud ecosystem: A solution which allows for seamless integration between multiple digital tools. Single-source financial management : A consolidated system providing strong visibility and ability to manage project budgets and cash flows. Aspirations: Growth and competitive advantage: Leverage technologies to expand market share and clientele in a competitive industry. Empathise

5. Uncovering key insights in s mall business portfolios… From reviewing the participant profiles, five key insights have emerged highlighting unmet needs, pain points, and aspirations that present opportunities for innovative solutions. Banking Support and Customer Experience Manual Processes and Financial Management Digital and System Integration Cost and Performance Visibility Agility to Market Uncertainty Poor customer service from traditional banks has resulted in strained relationships and lack of trust in these institutions to perform key banking services, hindering company growth. Lack of automation for repetitive financial and operational tasks with limited visibility and reporting capabilities, resulting in additional overhead and manual efforts. How do we build a stronger , trustworthy banking relationship which helps users reach their growth goals? How do we streamline financial management , automate repetitive tasks? Isolation across cloud services and financial tools resulting in manual coordination and monitoring, pulling users away from completing essential tasks. How do we create a streamlined digital ecosystem with seamless system integration and real-time reporting . Manual efforts required for extracting performance metrics, KPIs, and expenses, reducing the ability to make proactive decisions and remain on top of operational costs. How do we provide real-time visibility into performance as well as tools to track and reduce operational costs ? Difficulty staying competitive in volatile, low-barrier markets, limiting the ability to make proactive decisions to pivot quickly and take on new trends and opportunities. How do help businesses quickly access market trends and opportunities, enabling them to make proactive decisions to stay competitive ? Define

6. How do we create an integrated financial management solution that builds trust, automates core processes, and provides visibility into performance to help businesses reach their growth goals? These insights reflect the strong need for… automation, streamlined processes, stronger banking relationships, adaptability in volatile markets for growth. Define Design challenge Building a solution which is focused on financial management integration, customer loyalty, and adaptability will likely address our user’s pain points and help them achieve their business aspirations.

7. Low Value, Low Feasibility Low Value, High Feasibility High Value, Low Feasibility High Value, High Feasibility Degree of User Value Low High Prioritising innovative types Degree of Feasibility Low High Profit Model: Subscription-based Network: Connection between Banks and Fintech Structure : Automated workflows Process: AI-driven forecasting Product System : Flexi package Channel: Unified omnichannel banking service Customer Engagement: End-to-end digital experience After identifying how each type of innovation addresses specific challenges, needs, and aspirations, we are now prioritising these ideas based on their value to users and overall feasibility . This will help us determine which innovations to prototype and bring to market.

8. 1 Prototype How Banko solves business challenges at different touch-points for Andrew Initial Onboarding and Account Setup Features: End-to-end digital onboarding via AI chatbot, mobile app or desktop, automated account setup, credit checks and loan applications. Insights addressed: The streamlined services create for an enjoyable experience building trust. 2 Features: Automated financial processes, expense tracking and management of multiple accounts. Insights addressed: Automated routine tasks reduces time-intensive processes giving businesses time back to focus on high value tasks. Automated Workflows Key: Five Insights Banking Support and Customer Experience Manual Processes and Financial Management Digital and System Integration Cost and Performance Visibility Agility to Market Uncertainty 3 F eatures: Dashboard view providing visibility into costs and KPIs, as well as AI suggestions for cost optimisation etc. Insights addressed: Accurate, live insights on performance supports business make proactive data-driven decisions. Cost and Performance Visibility 4 Features: Seamless integration of cloud services, financial management tools, and reporting. Insights addressed: Integration of all systems and providers (Fintech and Banks) allowing businesses to manage accounts swifty, reducing isolation and friction and improving operational efficiency . Integrated Digital Ecosystem 5 F eatures: AI-driven market and company analysis and real-time reporting dashboard, as well as AI-chat to enhance customer service. Insights addressed: Quick access to insights allowing businesses to adapt to market changes, and make proactive decisions. . Agility to Market