CB DIY Investor/Shareholder Presentation

Product Description

The CB DIY Investor/Shareholder Presentation is a customized power point presentation suitable for annual shareholder meetings or bank investor presentations for capital raising purposes.

The purpose of this service is to provide your bank with a comprehensive presentation that includes industry trends, bank performance trends, bank valuation trends and your story to drive shareholder value.

Key Features

  • Presentation Template: 25 to 40 customizable slides designed to present your bank in a professional and compelling manner.
  • Trend Analysis: Slides reflect historical trends of the industry, bank performance (compared to peers if you choose), bank stock and capital markets, and other critical indices of your choice.
  • Target Markets: Graphical description of your target markets and customers.
  • Management and Board Profiles: Custom profile of directors and key management personnel.
  • Product Profiles: Features and highlights key product offerings or success stories.
  • Future Plans: Highlights your key strategic initiatives to drive shareholder value.
  • Custom Section: You direct us on what you would like included in the presentation.
  • Professional Coach: a virtual coach to support the development of your presentation to your specifications.

Key Benefits (Why Banks Use This Tool?)

  • Professional Presentation: a comprehensive presentation that you will be proud to present to your target audience.
  • Quality Analysis: the most current and accurate information on the industry, capital markets, and your market demographics.
  • Strategic: Spend your time developing your key points and presentation purpose, not raw content.
  • Regulatory Compliance: Designed in accordance with regulatory standards.
  • Efficient: All the analysis, research and content you need support a professional presentation without the strain on internal resources.
  • Cost: Attractive pricing – high value and time saving output.

For more information or to order your CB DIY Shareholder/Investor Presentation, please contact us directly at
(949)542-8550, or fill out our contact form here.


A Sample of What Our Clients Have to Say...

“I look forward to receiving the CB Journal every month.  The industry insights, opinions and industry analyisis is great.  We put the CB Journal in our Board book every quarter.” CEO New York, NY

“The CB Strategy Tool was indispensible in supporting our strategic planning process.  The detailed research, the power point for our planning session and the strategic and action plan template was directly in-line with what our Board and the Regulators were looking for.” CEO Oakland, CA