Data design for investor dashboards in PowerPoint

The Client

Pictet Group

Summary Slide Data design for investor dashboards in PowerPoint

information design

design system

data visualization




business intelligence

The Challenge

The Swiss private bank, Bank Pictet engages with charts and graphs every day in order to assist their clients in investment banking. A crucial part of the project was to consciously re-design the monthly investor reports that are used by consultants during their meetings.

The Outcome

We started by transforming the financial language and layout in a new design that expresses clarity and unambiguity for the clients of Bank Pictet. Through a content analysis of past investor reports we identified potential improvements. As a solution we introduced a new diagram design and new icons to refine the clarity of the reports and modernize the look.

The Impact

In order to achieve a better guideance, we implemented a new element, a navigation bar, on each chart. This way, the clients are able to identify directly whether the particular content is relevant to their interest. Each chart should act as a stand-alone image, which could then be used as an advertisement in the banks newspaper or blog.

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