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Harbor Financial · Financial Services
A lender builds board and risk decks with on-brand charts
Harbor turned reconciliation and risk data into polished board decks in a fraction of the time.
90%
less time pasting charts into slides
3 days → 4 hrs
to assemble the board deck
1
consistent look across every committee
The challenge
Harbor built board and risk-committee decks by hand, pasting chart screenshots into plain slides. Every cycle the formatting drifted and prep dragged on for days.
How Preso helped
- Risk and portfolio data render as clean, branded charts.
- Board and committee decks generate from a single brief.
- A locked brand kit keeps every deck consistent and audit-friendly.
- Decks export to PPTX and PDF for the board packet.
“Our board decks used to be a screenshot collage. Now the data becomes clean, on-brand charts and the deck is ready days sooner.”