Case Study: Bayside Associates Automates Custom Financial Presentations with PresentationPoint DataPoint

How a Financial Services Company Automates Presentations

Bayside Associates, a financial services firm in Alberta, Canada, specializes in tax, insurance, and estate planning for business owners. The company needed a faster way to create highly customized client presentations and insurance illustrations, which previously required manually entering data into PowerPoint and could take 8 to 10 hours per presentation.

Using PresentationPoint’s DataPoint, Bayside Associates linked Excel data into PowerPoint to automate presentations and create custom client printouts. PresentationPoint helped the firm turn a time-consuming, highly manual process into a streamlined “assembly line,” reducing prep time from hours to about 20 minutes, enabling the team to handle more clients, expand sales capacity, and support significant business growth.

Bayside Associates

Kevin Galandy

President