1
Select a bank
Select the target bank from the Dashboard.
User Guide
How to use BankMetrics AI
A practical workflow from bank analysis through an 8-slide pitchbook and reusable institution-specific templates.
2
Review Peers and Valuation
Review the Intelligent Peer Set and, when needed, P/TBV, P/E, DDM and historical trends in Run Valuation.
3
Generate AI Analysis
Run Generate AI Analysis from Presentation Automation.
4
Configure Presentation Style
BankMetrics Professional: Standard 8-slide pitchbook with Light/Dark matched to the screen or selected manually.
Smart Brand Adapt: Applies theme colors and fonts from a saved .pptx template.
5
Save an institution template
Upload a .pptx from Template Library or Presentation Automation. Maximum 12 MB; macro-enabled .pptm is not accepted.
6
Review the 8-slide structure
Executive Summary / Financial Performance / Capital / Liquidity / Intelligent Peers / DDM / P/TBV & P/E / Strategic Takeaways.
7
Generate PowerPoint
Click Generate PowerPoint; the isolated Presentation Worker builds the deck.
8
Review in Reports
Use Reports to review theme, template, generator version and status, then download the PPTX.
Smart Brand Adapt vs Exact Mapping
Smart Brand Adapt currently applies validated theme colors and fonts to the BankMetrics 8-slide layout. Exact Template Mapping—reusing masters, layouts and shape placement—remains a separate mode pending high-fidelity QA.