UX
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InstaDeck

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Overview

InstaDeck is a cloud based, cross platform, presentation app tailored to the financial industry.InstaDeck has a unique approach that will set the benchmark for the presentation design industry. It will combine both marketing and metric (data) based slides to generate a custom-tailored presentation. The key difference between the InstaDeck and the current way presentations are put together is the automatization component.

Until this day, presentation designers are spending too much time on metric slides since they are forced to manually copy and paste the content from the spreadsheets provided by third-party companies into the design template. InstaDeck will do it automatically, allowing the design team to focus on updating the current marketing library. It will also allow users to submit their digital presentations to the company's outside printing vendor to produce any leave behind material. Overall, InstaDeck will be a great asset to any financial company in need of delivering high-end design work without the need of being an expert in presentation design.


The Research Experience

Currently most of the presentations delivered in the financial industry are manually put together using PowerPoint and Excel spreadsheets. When it comes to marketing and CRM, one of the biggest leaders in the industry is a company called Pitcher AG. Headquartered in Zurich, Switzerland, Pitcher AG’s app is very user centered allowing users to showcase marketing materials. It works great when the team is going to pitch a product/service to a prospective/current client. However, when it comes to data integration, Pitcher is not there yet. To this date, the financial users I spoke with, have not been able to integrate quarterly reports from third-party providers.

Most of the financial reports are generated by databased companies like NewKirk or Now track, to name a few. Those reports are presented either in excel spreadsheets or embedded into basic PowerPoint slides. While color and fonts can be customized, scale and certain other formatting items, like alignment and font size, must remain as is. Because its limitations, those presentations look very archaic, which can trigger potential clients to think whether they should give their business to the presenter or not. (How can you manage my account if you can’t even put a decent presentation together?)

By combining both marketing and metrics sourced materials, the InstaDeck will become an industry benchmark, setting the standards of how an integrated and interactive presentation should be.


Design Approach

InstaDeck Wireframes & Wireflows


InstaDeck Wireframes & Wireflows



Prototype Development

Because the InstaDeck is designed to be used by anybody, regardless of the user’s technology savviness, this app must be easy to navigate and very intuitive. The design should be simple, clean, making it accessible to everyone in the industry.


InstaDeck Asthetics


InstaDeck Wireflow

InstaDeck Mockup 4C


InstaDeck Prototype Creation XD