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Banking

Create pitchbooksand reports under control

offgen helps banking teams create pitchbooks, investor updates, and management reports from approved PowerPoint templates and structured content. Every file remains natively editable and follows your institution's standards.

Built for banks:
precise, secure
and review-ready.
offgen for banking and financial services presentations
AI for professional presentation work

Work from approved templates

Reuse content under control

Respect brand and review rules

offgen connects PowerPoint, AI, and approved content into one controlled presentation process.

Teams create proposals, reports, and management materials from existing masters, templates, and content libraries. The output remains a native, editable PowerPoint file.

This reduces manual formatting, avoids uncontrolled versions, and scales professional presentation work across teams and locations.

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Investment banking presentation built with offgen
offgen AI assistant panel inside PowerPoint

Security for regulated sectors

Built for regulated presentation workflows

Banking teams work with deal materials, committee packs, financial data and confidential client context. offgen combines EU hosting for the service and standard LLMs, no customer-data training by default and native, editable PowerPoint output.

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DORA for banking

Review service classification, due diligence, contracts, the Register of Information, incident support, audit rights and exit planning.

Review details02

Hosting in the European Union

Review the EU hosting boundary for offgen, customer data and the standard language models.

Review details03

Verifiable security controls

Review ISO 27001, encryption, access controls, isolation and security documentation.

Review details
Use cases

How offgen supports banking teams

Pitchbooks and transaction materials
Banking

Pitchbooks and transaction materials

Create pitchbooks, teasers, and information memoranda from approved templates.
offgen combines client context, references, market pages, and institutional layout rules in an editable PowerPoint file.

Update numbers in a management presentation

Refresh charts, tables, and callouts from new figures while preserving formatting, master logic, and review structure.

Generate an investment one-pager from a pitch

Use existing pitch material to move key messages, figures, and references into an approved one-pager layout.

Refill a quarterly report template

Connect reporting templates with updated data and approved wording so recurring reports can be advanced consistently.

Create client-specific material from templates

Describe the client context, objective, and required content; offgen prepares a PowerPoint presentation based on your approved template.

From the offgen blog

Further guidance for banking teams

All articles

AI in Banking Presentations: Use Cases, Risks, and Governance

Read article

Investment Banking Pitchbook Automation: A Controlled End to End Workflow

Read article

DORA Checklist for AI Presentation Software in Financial Services

Read article

Frequently asked questions about PowerPoint automation for banks

Clear answers about use cases, security, DORA, EU hosting, and editable PowerPoint files.

offgen creates pitchbooks, management reports, investor materials, and other presentations from approved PowerPoint masters, templates, data sources, and content. The results remain native, editable .pptx files.
Yes, when the data categories and the bank's internal controls align. The managed service and standard language models are hosted in the European Union, and customer data is not used for model training by default.
Yes. offgen can be part of a fully DORA-compliant operating model. The bank must classify the specific use case and service, complete the required due diligence, review the contract, and operate its internal controls.
Yes. offgen creates native PowerPoint files with editable text, shapes, tables, charts, and images. Banking teams can review and change figures, sources, disclosures, and layouts directly in PowerPoint before approval.
The managed offgen service, customer data and the standard language models are hosted and processed within the European Union. The bank should include this documented hosting boundary in its risk assessment and DORA review.
Teams can work with approved templates, slide libraries, wording, and data sources. The bank remains responsible for financial figures, sources, disclosures, approvals, and the final presentation.

Book a demo

Choose a time and share how your company creates PowerPoint presentations today.

We will map your PowerPoint knowledge base, MCP use cases, governance rules, and first agentic presentation workflow.

In 30 minutes, you will see

How existing masters, templates, slide libraries, and approved content become a Company Brain

How people and AI agents can create native PowerPoint presentations through MCPs

How brand governance, editability, human review, and enterprise security work together