---
title: "Create pitchbooks and reports under control"
description: "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."
locale: en
canonical: https://www.offgen.ai/en/industries/banking
markdown: https://www.offgen.ai/en/industries/banking.md
alternate_de: https://www.offgen.ai/de/industries/banking.md
---

# Create pitchbooks and 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.

offgen uses your PowerPoint master, reusable templates, data sources, and approved wording to prepare banking materials faster. Teams keep control over figures, layouts, disclaimers, and final edits directly in PowerPoint.

Built for banks: precise, secure and review-ready.

## Impact

- Reduce manual slide work
- Keep deal and reporting standards consistent
- Control content before review

## How offgen supports banking teams

- **Pitchbooks and transaction materials**: Create pitchbooks, teasers, and information memoranda from approved templates, including banker profiles, transaction references, market pages, and standard disclaimers.
- **Board and committee materials**: Bring analyses, figures, and contributions from multiple desks into consistent management and risk committee presentations.
- **Investor communications**: Prepare quarterly updates, fund reports, and investor presentations in a consistent institutional standard.
- **Internal reporting and risk reviews**: Update recurring portfolio, exposure, and risk materials from defined sources without losing layout or reviewability.
- **Regulatory and compliance materials**: Create structured presentations for audits, submissions, and internal compliance updates with controlled templates and approved text blocks.

## 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.

## Typical tasks

- **Update: Update numbers in a management presentation**: Refresh charts, tables, and callouts from new figures while preserving formatting, master logic, and review structure.
- **One-pager: 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: Refill a quarterly report template**: Connect reporting templates with updated data and approved wording so recurring reports can be advanced consistently.
- **Client material: Create client-specific material from templates**: Describe the client context, objective, and required content; offgen prepares a PowerPoint presentation based on your approved template.

## Industry FAQ

### Which industries does offgen support?

offgen is used across banking and financial services, insurance, management consulting, and in-house corporate strategy teams - anywhere high-stakes, on-brand presentations matter.

### Is offgen secure enough for banks and regulated industries?

Yes. offgen is EU-hosted, GDPR-compliant, and never trains on your data, which is why regulated teams in banking and insurance rely on it.

### Can offgen enforce our compliance and branding rules?

Yes. By working from your Slide Master, offgen keeps every slide within your corporate identity and formatting standards automatically.

### Can we see an example from our industry?

Yes. Each industry page shows concrete use cases. In a demo, we can also work with a presentation template from your own context.

## Related pages

- [offgen by industry](https://www.offgen.ai/en/industries)
- [Product overview](https://www.offgen.ai/en/product)
- [Security and governance](https://www.offgen.ai/en/security)
- [Contact offgen](https://www.offgen.ai/en/contact)

- Canonical HTML page: https://www.offgen.ai/en/industries/banking
- This page in German: https://www.offgen.ai/de/industries/banking.md
- LLM index: https://www.offgen.ai/llms.txt