13 Slide Fintech B2B Pitch Deck Template: From ‘Meh’ To ‘Take My Money’ In 10 Slides

Let’s cut to the chase—fintech is messy. Between siloed data, antiquated systems, and a mounting pressure to streamline, the world of B2B finance is ripe for disruption.

You know it, we know it, and most importantly—your potential clients know it too. The question is, how do you stand out in this crowded, chaotic space?

I’m Viktor, a pitch deck expert and creative business strategist. Over the past 13 years, I’ve helped businesses secure millions of $ in funding thanks to my approach and I’m sharing it here in this pitch deck guide.

So, let’s make one thing clear: this isn’t just another template. It’s your ticket to delivering a pitch that commands attention, creates demand, and gets you results.

So grab your coffee, dive in, and let’s make your fintech solution impossible to ignore.

Get My 12 Slide Framework That Got $500mil in Funding For Clients.

What do you think of having 12 dead simple formulas, that will help you craft 12 slides, in about 1 hour? That’s what you’ll get, when you download my 12 slide framework. Save hours crafting your pitch deck copy with my tested approach that includes:

Elevator pitch one sentence formula
Problem/ solution slide one sentence formula
Competitor slide one sentence formula
9 other formulas, tips, tricks and advice

The formulas worked for 40+ industries and 500+ companies. Including the one you’re looking at now.

Get it On Gumroad

Get It On Patreon

Clicking the link won’t charge you anything.

“The amount of know-how Viktor has about the industry is astounding. No wonder he can build a pitch deck for just about any product or service; completely hands-off.”

★★★★★

Get an investor ready pitch deck that gets you funded and saves over 30 hours of your time.

Join 100s of successful entrepreneurs who’ve transformed their pitch decks by using my hands-off approach, which includes: market research, copy, design, financials, narrative and strategy.

1 week turnaround time and less. Special pricing for early stage companies.

Start Winning Investors. Book The Free Exploratory Call.

The least you will get on this call is 10 actionable tips & strategies to own that next pitch, worth $599, for free.

top-rated-pitch-deck-expert-on-upwork-viktor-ilijev

13 Slide Fintech B2B Pitch Deck Template | Google Slides

The above is is just a simplified pitch deck version developed as part of our entrepreneurship program for graduate studies.

Founders that are serious about getting the funding they need, opt in for a deck has industry specific content, superb narrative and award winning design like these ones below:

I can help you build that deck with my hands-off process in 7 days or less.

Book a free 30 minute call below if you’re serious about getting an investor ready deck, and we’ll discuss your needs in detail. I’ll help you design the deck, write the content, develop the narrative and flesh out the strategy with financials.

Book the free call

We help 15,000+ founders every month create better pitch decks.

Alternatively, get the custom template for just $69,99.

★★★★★

As soon as the payment is processed I’ll send over a quick questionnaire and deliver the deck in 24 hours and less.

1. Cover Slide:

Company Name: [Your Company Name]
Logo: [Insert Company Logo]
Tagline: [Optional – If your company has a tagline, include it here. Otherwise, skip this.]
Visual: Use a visually appealing background image or color scheme that reflects your brand identity.

2. Problem Statement:

Title: Addressing Financial Industry Inefficiencies
Content:
- Introduction: “In today’s rapidly evolving financial landscape, businesses face a myriad of challenges and inefficiencies that hinder growth and profitability.”
- Problem Description: “Manual processes, legacy systems, and disjointed workflows plague financial institutions, leading to errors, delays, and increased operational costs.”
- Statistics: “According to [Source], XX% of financial professionals cite inefficient processes as a significant barrier to productivity and innovation.”
- Pain Points: “Key pain points include [List key pain points such as lack of automation, compliance challenges, data silos, etc.], all of which contribute to a fragmented and inefficient ecosystem.”

3. Solution:

Title: Transforming Financial Operations with [Your Solution]
Content:
- Introduction: “At [Your Company Name], we’ve developed a revolutionary solution designed to streamline financial operations and drive business efficiency.”
- Solution Overview: “Our platform leverages cutting-edge technology such as artificial intelligence and blockchain to automate processes, centralize data, and provide real-time insights.”
- Key Features: “Features include [List key features such as automated reconciliation, customizable reporting, regulatory compliance tools, etc.], empowering businesses to optimize their financial workflows.”
- Benefits: “By implementing [Your Solution], businesses can expect to reduce costs, mitigate risks, and accelerate decision-making, ultimately gaining a competitive edge in the market.”

4. Market Opportunity:

Title: Seizing the Lucrative Fintech Market
Content:
- Market Size: “The global fintech market is projected to reach $XX trillion by [Year], fueled by [List key drivers such as digital transformation, changing consumer preferences, etc.].”
- Target Segment: “Within this vast market, we are targeting [Specify your target market segment such as small-to-medium enterprises, financial institutions, etc.], representing a lucrative opportunity for growth.”
- Market Demand: “There is a growing demand for innovative fintech solutions that can address the evolving needs of businesses, including [List specific pain points or challenges your solution addresses].”
- Competitive Landscape: “While competition is fierce, our unique value proposition and focus on [Specify your differentiation factor such as advanced analytics, seamless integration, etc.] position us for success in this dynamic market.”

5. Business Model:

Title: Driving Revenue Through Scalable Business Model
Content:
- Revenue Streams: “Our revenue model is based on [Describe your revenue streams such as subscription-based, transaction fees, licensing, etc.], providing multiple sources of income.”
- Pricing Strategy: “We offer flexible pricing plans tailored to the needs of our clients, ranging from [Specify pricing tiers or packages] with the option for customization.”
- Upsell Opportunities: “In addition to our core offering, we provide value-added services such as [List any additional services or features], creating opportunities for upselling and cross-selling.”
- Scalability: “Our business model is inherently scalable, allowing us to efficiently onboard new clients and expand into new markets while maintaining profitability.”

6. Traction:

Title: Demonstrating Market Traction
Content:
- Milestones Achieved: “Since inception, we’ve made significant strides, including [Highlight key milestones such as product launches, partnerships secured, regulatory approvals obtained, etc.].”
- User Adoption: “We’ve garnered traction with [Specify number of users or clients onboarded], representing [Percentage] growth quarter-over-quarter.”
- Customer Testimonials: “Our clients rave about the impact of our solution, with [Include quotes or testimonials from satisfied clients highlighting the benefits and outcomes achieved].”
- Partnerships: “We’ve established strategic partnerships with industry leaders such as [Name prominent partners or collaborators], further validating our solution and expanding our reach.”

Hold on. You might want to check my list on the best presentation and communication books...

These are crucial books that will help you improve the design and structure of your decks and presentations, besides improving your delivery and skyrocketing your confidence when facing investors. Check them out below.

10 Best Presentation Books

26 Best Communication Books

7. Competitive Analysis:

Title: Standing Out in a Competitive Landscape
Content:
- Competitor Landscape: “While there are several players in the market, our comprehensive analysis reveals that [Briefly describe the competitive landscape, highlighting key competitors and their offerings].”
- Differentiation: “What sets us apart is our [Emphasize your unique selling points such as advanced technology, customizable solutions, domain expertise, etc.].”
- Competitive Advantages: “Our solution offers [List specific advantages such as superior performance, lower cost, faster implementation, etc.], providing a compelling value proposition to our clients.”
- Market Positioning: “With a focus on innovation and customer-centricity, we’re positioned as the preferred choice for businesses seeking to revolutionize their financial operations.”

8. Go-to-Market Strategy:

Title: Penetrating the Market Effectively
Content:
- Target Segments: “Our go-to-market strategy revolves around targeting key segments including [Specify target industries or customer segments], where our solution addresses critical pain points.”
- Sales Channels: “We employ a multi-channel approach, leveraging [Outline your sales channels such as direct sales team, online sales platform, partnerships with resellers or distributors, etc.].”
- Marketing Initiatives: “Our marketing efforts include [Describe your marketing strategies such as content marketing, digital advertising, participation in industry events, etc.], aimed at raising awareness and generating leads.”
- Customer Acquisition Plan: “We have a systematic approach to customer acquisition, focusing on [Detail your customer acquisition tactics such as lead generation campaigns, referral programs, etc.], to drive sustainable growth.”

9. Team:

Title: Meet Our Expert Team
Content:
- Founders: “Our company was founded by [List founders’ names] who bring [Briefly describe founders’ relevant experience, expertise, and achievements].”
- Leadership Team: “Our leadership team comprises seasoned professionals with a proven track record in [Highlight key areas of expertise such as technology, finance, marketing, etc.].”
- Advisory Board: “We’re supported by a distinguished advisory board consisting of industry veterans and subject matter experts in [Specify relevant domains], providing invaluable guidance and mentorship.”
- Team Values: “At [Your Company Name], we value diversity, collaboration, and innovation, fostering a culture of excellence and continuous learning.”

10. Financial Projections:

Title: Projecting Sustainable Growth
Content:
- Revenue Forecast: “Based on our conservative estimates, we anticipate achieving [Specify revenue projections for the next 3-5 years], driven by [Highlight key factors driving revenue growth such as market expansion, product enhancements, etc.].”
- Expense Breakdown: “We’ve meticulously planned our expenses, allocating resources towards [Outline major expense categories such as research and development, sales and marketing, operations, etc.].”
- Profitability Timeline: “We aim to achieve profitability by [Specify the timeline for achieving profitability], with a clear path to sustainable growth and value creation for our stakeholders.”
- Assumptions: “Our financial projections are based on the following assumptions: [List key assumptions such as market trends, customer acquisition rates, pricing stability, etc.], ensuring transparency and accountability.”

11. Funding Ask:

Title: Fueling Our Growth
Content:
- Investment Opportunity: “We are seeking [Specify amount] in funding to accelerate our growth initiatives, including [Outline key areas where the funding will be allocated such as product development, market expansion, talent acquisition, etc.].”
- Use of Funds: “The funds raised will enable us to [Detail specific use cases such as scaling operations, enhancing product features, entering new markets, etc.], positioning us for long-term success and market leadership.”
- Investor Benefits: “Investing in [Your Company Name] presents an opportunity to be part of the next wave of innovation in the fintech sector, with potential for substantial returns and impact.”
- Contact Us: “For investment inquiries or further discussions, please contact [Provide contact information such as email address or phone number], and we’ll be happy to provide additional details.”

12. Contact Information:

Title: Get in Touch
Content:
- Company Address: “[Your Company Name], [Address], [City, State, Zip Code], [Country]”
- Phone: “[Phone Number]”
- Email: “[Email Address]”
- Website: “[Website URL]”
- Social Media: “[Social Media Handles]”
- Call to Action: “Reach out to us today to learn more about how [Your Company Name] can revolutionize your financial operations and drive business growth.”

13. Appendix:

Title: Additional Resources
Content:
- Testimonials: “Read what our clients have to say about us.”
- Case Studies: “Explore our success stories and real-world applications.”
- Technical Specifications: “Detailed information about our technology stack and infrastructure.”
- Regulatory Compliance: “Information on our adherence to industry regulations and standards.”
- Investor Deck: “Download a PDF version of our pitch deck for offline review.”

Pick a specific pitch deck design from the award winning Envato.

1000’s of ready made Powerpoint, Google Slides, and Keynote presentations that are easy to edit, format and tailor to your idea.

Grab The Deal And Build Your Deck

Last Words

The truth is, many fintech pitches fall flat because they drown in jargon or fail to address the real pain points. The stakes are high—you can’t afford to lose attention or trust in the first 30 seconds. But here’s the good news: it doesn’t have to be this way.

This template is designed to help you cut through the noise, tell a story that resonates, and convert your audience from skeptics to believers. With a clear structure and proven strategies, you’ll be equipped to tackle the biggest pain points head-on and present your solution as the obvious answer.

The time to elevate your pitch game is now. Your audience is ready—are you? Let’s make it happen.

You got this.

But if you don’t got it:

Join hundreds of successful entrepreneurs who’ve transformed their pitch decks with my help.

Let me develop an investor ready deck by using my hands-off approach, which includes: market research, copy, design, financials, narrative and strategy.

One week turnaround time.

Book The Free Strategy Call. Limited Slots Available.

The least you will get is 10 actionable tips & strategies to own that next presentation, worth $599, for free.