Practical guides for consulting, banking, M&A, insurance, and regulated industries. Learn how to automate presentation work while protecting confidential data, approved content, brand standards, and human review.
7 articles · Banking & Finance
How finance teams automate the monthly reporting pack without losing number integrity: one source per figure, native charts, variance commentary rules and a reconciliation gate.
Where AI helps in bank presentation workflows, where it must not go, and the governance a supervised institution needs: source authority, access, DORA and human release.
How to move numbers from a workbook into slides without losing editability or traceability: native chart objects, linking strategies, refresh behaviour and source footers.
How to automate pitchbook production without breaking compliance: controlled data sources, comps and profiles from approved records, native charts, wall crossing and sign off.
DORA has applied since 17 January 2025. A practical checklist for assessing AI presentation software as an ICT third party service: contracts, register, testing, exit.
A page by page structure for an investment committee paper, what each section must contain, and the review checklist that stops a committee debating formatting instead of risk.
Thirty five checks across valuation, comps, market data, confidentiality, disclaimers and the final file, in the order an experienced reviewer works through a pitchbook.
Authors
Our founders write from first-hand experience: Florian on consulting and agentic AI, Maximilian on data protection and enterprise operations, and Robin on AI architecture and security. We share this expertise to help teams build safer, faster, and more professional presentation workflows. Regulatory content is grounded in primary sources and receives specialist review where required.
Product strategy, consulting, and agentic AI workflows
Florian writes about consulting workflows, professional presentations, company knowledge, and the controlled adoption of agentic AI.
View profile
Strategy, enterprise operations, and data protection
Max writes about management consulting, enterprise adoption, data protection, and the operating controls required for AI in regulated organisations.
View profile
AI infrastructure, software architecture, and security
Robin writes about AI architecture, secure data flows, software engineering, PowerPoint systems, and scalable enterprise integrations.
View profile