Banking Projects
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Bank Statement Conversion into Excel
I'm looking for a professional freelancer to convert a 300-line PDF bank statement into an Excel report for reporting purposes. The specific bank statement details that need to be included are Date and Description as well as Debit and Credit amounts. Key Requirements: - Extract date and description details from the bank statement - Extract Debit and Credit amounts from the bank statement - Must have a clear understanding of date formatting in Excel Ideal Skills/Experience: - Must have extensive experience in data entry and Excel - Should have a good understanding of banking terms - Attention to detail is critical - Previous experience in bank statement conversion will be advantageous.
13 days ago90 proposalsRemote
Past "Banking" Projects
Logo design for moneywise financial group
I am currently in search for a talented and creative graphic designer to create a logo for my company, MoneyWise Financial Group. My company is a full-service financial institution that offers banking, investment, and insurance solutions. We are committed to helping individuals and businesses make smart financial decisions and achieve financial security. Key details to know: * Visual Elements: Dollar sign, graph/chart, and shield are the elements I am specifically considering, but please feel free to incorporate other elements that fit the company's financial theme. Be creative and innovative! * Colors: Primarily use blue, green, and gold, however, don't hesitate to use different colors as your design sees fit. I value variety in design options. * Style: Present a design that portrays a modern, professional and elegant look. However, I'm open to designs that can subtly combine other styles. Ideal skills and experiences: * Expertise in logo and brand design * Ability to interpret corporate identity into a logo design * Strong portfolio showing creativity and variety * Proficiency in color theory * Excellent time-management and on-time delivery capabilities Let the money and creativity flow in your design. The perfect logo should embody financial mastery and trustworthiness, ensuring our clients feel secure about their financial future with us. Let's work together to create a lasting logo for MoneyWise Financial Group.
Voice bot presentation pitch
i am doing a pitch for a voice bot i would like to develop for a banking organisation and would like to convert my static power point presentation into an animated one (whiteboard presentation) with moving characters. My pitch will be 5min long with voice over
Voice bot presentation pitch
i am doing a pitch in a competition for a voice bot i would like to develop for a banking organisation and would like to convert my static power point presentation into an animated one (whiteboard presentation) with moving characters. i have the slides with information but can do with better fonts, sourcing graphics and assets, photo editing, layout and structure, colour palette and all the necessary revisions My pitch will be 5min long with voice over. and needs to be completed ASAP Am open to helpful suggestions
Fintech Style Logo
I need a Logo with 2 variations: 1 with text and the other just an icon style logo. The brand name is Ignite The company is a tech company in the finance industry dealing with innovative digital banking and crypto-related activities. This is concept stage right now and we require a quick turnaround with speedy back and forth. When accepting this job please note that I would like the first draft delivered in a couple of hours and then the final work to be delivered within 24 hours. Please note that revisions might take a few attempts to get what we are looking for so the better concepts you come up with first will make this a smoother process. There are no logos for reference. The logo must work well on the background attached.
opportunity
Design the master template for PowerPoint
I am in search of a highly skilled professional who specializes in designing master templates for PowerPoint. The desired design should have a conservative and investment banking-themed approach. As a business advisory firm focused on M&A, our presentations predominantly consist of extensive text, tables, and charts, with no requirement for transition or animation effects, nor pictures. I am seeking someone who can create a visually appealing, yet professional and minimalist master template that aligns with our field and style requirements. The template should enhance the clarity and effectiveness of our content delivery. If you possess the expertise and experience necessary to accomplish this task, I would appreciate if you could provide more information about your qualifications, portfolio, estimated timeframes, and pricing structure. Once we have selected a contractor we will share some exemples of what we need, to confirm that this is the kind of template you know you can deliver for us. Looking forward to hearing from qualified candidates. Best regards, Ana
I need a investor deck
Below are my requirements in detail: 1. We are an AI-based video analytics company that offers automated surveillance for enhanced safety, security, compliance & operational tracking. We utilize the CCTV camera video feed as an input and our product Raven-AI detects critical events and tracks operations in real-time. We have four focus industries a. Homeland Security (Police, Defence, Prisons, etc.) b. Aviation (Airside - area where the planes are parked) c. Banking (ATMs & Branches) d. Logistics (Warehouses, Manufacturing Units, Power Plants) 2. The deck that I have shared is the current version and I want this to be completely redone. You are free to choose the theme, colours, font, style, etc. You can share some sample themes (3-4 slides) before designing the entire thing. 3. You can refer to the website: http://www.pivotchain.com & product demo video for a better understanding https://www.youtube.com/watch?v=3edtffWwv70 4. If you feel you can reduce the number of slides without reducing the flow then go for it. 5. The slides are more textual, I think a lot of them can be pictorially depicted in a much better way.
I need a logo developed and designed
Hi, I need a new logo developed I have some mock ups done already plus some nice matching fonts, the business is a start up hedge fund, so the industry is finance and investment banking so the colour choices and font styles have to match that. I will need the finished mock ups in several different sizes so it can be used in a wide range of platforms.
Stand out, powerful but rich and elegant logo required.
I need a logo to be used on our new website, emailing signatures, Word and PowerPoint. It needs to be very positive, powerful and elegant. Company name is Positive Presence. Strapline is 'taking the best to be the exceptional' We are known as 'the intelligent consultancy for intelligent people' and that describes our market - traditional sectors like law, finance, banking, pharma and all the professions. Not start-ups /tech companies unless they are FTSE 750. We also need need a 'By Laurel Herman' which will be incorporated into the logo when relevant. As space is always at a minimum when I the logo is used in doc headers etc., It mustn't be too wide or too high. I like the idea of using the P in the People and the P in the Positive in some way clearly and strongly linked. By the way, I like angles but I do like curves incorporated! I have uploaded the previous logo but it was designed 25 years ago and it's time for a change although it has done the job!
opportunity
Replicate website
Hi. I need to replicate my website. I currently sell globally from maysama.com but need to separate out US and UK banking, so will need to have 2 websites. It is an ecommerce site. All transaction history will need to be carried over. Thank you.
opportunity
Functional Banking Website with CMS DMS
Looking for a pro with speciality in designing and developing banking website. The website will be design similar to this https://www.starlingbank.com/ Click on the link to study and understand the technologies used in the design and development because you will have to deliver the same functions. Further details will be provided to the successful applicant Please only apply if you are capable to deliver
2 screens/pages for digital mobile banking
The task is to create two administration panel interfaces: one with a dashboard and primary data, and one with active cards.
I need a professional logo designed
I need a designer that specialised in finance, banking, fintech logo designs
Infographic Designs
I would love if your team would be able to share a quote to create some infographics from our recent survey results. Attached is an example of one of the infographics. I have 4 sheets that are similar and there is a lot of cross over in the infographics that could be used, however, if would be good to have some similarities between the infographics but also some differences. For all infographics: We want to include the google trends graph as it is but branded in our colouring perhaps with some visuals around it. For the other graphs it would be great to represent these in interesting ways. All infographics are on the topic of appointment bookings so it would be great to use images of calendars and anything else to represent appointments. Banking Virtual Appointment Infographics - it would be good to include visuals related to banks eg. money, a bank building. And also visuals showing customers having video appointments (eg. talking on zoom with a bank branch person). Banking Appointment Infographics - it would be good to include visuals related to banks eg. money, a bank building. And also visuals showing customers having appointments in branch and by video (as per the above). Retail Virtual Appointment Infographics - it would be good to include visuals related to retail eg. shopping bags. And also visuals showing customers having video appointments (eg. talking on zoom with a store advisor) Retail Appointment Infographics - it would be good to include visuals related to retail eg. shopping bags. And also visuals showing customers having appointments in store and by video (as per the above). These are our brand guidelines: https://hubs.ly/H0_m31c0 You can also see our colour scheme on our website: www.qudini.com Let me know what you think, Many thanks Imoge
Design a simple logo and favicon
Hi, We need some help designing a simple logo and favicon for our company. - the company is called CUANTIFIC - it builds algorithms used by traders on financial markets (Wall Street, London Stock Exchange) - our clients who will be seeing the logo the most are big banks We like : - we like the font from the attached logo, so something like that for the company name would be great - in terms of favicon something very simple like 3 growing bars from a bar chart, or an up arrow, or something symbolising good financial results may be an idea. But we are open to any creative input Deliverables for this project would be - the CUNATIFIC logo (like the attached) - the same logo with the suffix "-AI" attached to it, so "CUANTIFIC-AI" - the favicon to go next to the logo - a simple choice of colors (this is banking so nothing flashy, 2-3 colors max) - high res image files of the above (mostly for use in pdf and ppt) - RGB codes of the retained colors If this is within your experience do get in touch !
Banking 101
I have a Powerpoint presentation I made with 23 slides, the problem is that it is very basic, I need the presetation to look more professional. The content is basic but I need to present it to adult people. Please let me know if you need mor information from my side. thanks!
Landing with different copy and structure design for A/B testing
we are online bank. Looking for person who has many ideas what content we can write in different landing to test with paid marketing, to find the winning one. Its project for person who has copywrite and web design skills. Can become work on ongoing basis if performed well Following tasks are expected to be done: 1) Take public source code from our web https://www.mistertango.com 2) Create main message and the resto of content for the landing to attract business customer to apply for banking with us 3) Design the landing using promo message, content, which you created and structure of landing, you need to stick with our color scheme. 4) Provide landing HTML for us to run the test. This is one of templates, but very basic and far from good one. https://www.mistertango.com/bankforbusiness/
pre-funded
Logo for Corporate Consultancy - Classic and Mature
Target audience is local Government and large Corporate / Banking and Finance. The client is fixated on the attached image - he wants cogs in the logo and likes the proportions / relationship of the wheels of the old bicycle so if you can capture just an essence of it I'd be grateful. Not the colours etc. I think a monochrome logo may well be most suitable, BUT happy to consider anything. The Company is all about making Companies integrate departments to work better and avoid legal pitfalls so cogs are relevant. Thank you Company Name: COGNOS tagline: The Understanding Company
WP Theme customisation or Bespoke Website
Hi, I am looking to create a site with a lot of similarities to PPH and how it works but for a different market. I have set up the following website: www.makemyfantasy.co.uk Using the following theme: https://www.enginethemes.com/themes/freelanceengine/ To be clear on the work involved I am looking for three user interfaces: One is the initial landing home page unregistered user. This should be a very easy customisation: -adding logo -remove search box -add animation how to -adjust some wording The second interface will be for users that register as a customer, this will require the below features and facility: -a tab "request fantasy" which leads to a proposal form that once submitted is sent to a market/listing for "performers" to respond to. -a "current proposal" section which lists all the prior proposals submitted and tracks their progress. -a "search for clips" section which will link to a catalogue of video clips that can be purchased - a "message" section keeping track of messages, notifications/updates -a "profile" section allowing users to update info, add banking information etc. -a "my fantasy clip" section which stores all clips purchased The third interface will be for users registered as performers: -The registration process will need to involve an agreement as well as ID upload before verification -a "view proposal" section which lets them view all proposals listed by customers -a "current proposal" section which lists all proposals they have offered and in progress with -a "clip store" which allows them to upload and sell clips in a catalogue linking to the "search for clips" section for customers. -a "earnings" section showing clips sold, proposals completed etc. MI information -a "messages" section detailing messages and notifications -a "profile" section allowing users to update info, add banking information etc. Other points: -I would like the proposal system that links customer to performer to have an escrow feature similar to PPH. The WP theme I have features this plugin. The above should give you a very accurate analysis of what is needed to be done on this project for you to price accurately and understand the work that is involved. Please also see the attached providing further details on the customisation.
pre-funded
PPH Customisation - NO RESPONSE TO COPY PASTE OFFERS
PLEASE DO NOT RESPOND TO THIS PROJECT WITH A COPY PASTE MESSAGE I WILL NOT RESPOND. YOUR OFFER SHOULD BE CLEAR ON HOW MANY HOURS YOU THINK THIS PROJECT WILL TAKE AND YOUR RATE. I am looking for an individual or team to customise my WP theme/website. I have set up the following website: www.makemyfantasy.co.uk Using the following theme: https://www.enginethemes.com/themes/freelanceengine/ To be clear on the work involved I am looking for three user interfaces: One is the initial landing home page unregistered user. This should be a very easy customisation: -adding logo -remove search box -add animation how to adjust some wording The second interface will be for users that register as a customer, this will require the below features and facility: -a tab "request fantasy" which leads to a proposal form that once submitted is sent to a market/listing for "performers" to respond to. -a "current proposal" section which lists all the prior proposals submitted and tracks their progress. -a "search for clips" section which will link to a catalogue of video clips that can be purchased - a "message" section keeping track of messages, notifications/updates -a "profile" section allowing users to update info, add banking information etc. -a "my fantasy clip" section which stores all clips purchased The third interface will be for users registered as performers: -The registration process will need to involve an agreement as well as ID upload before verification -a "view proposal" section which lets them view all proposals listed by customers -a "current proposal" section which lists all proposals they have offered and in progress with -a "clip store" which allows them to upload and sell clips in a catalogue linking to the "search for clips" section for customers. -a "earnings" section showing clips sold, proposals completed etc. MI information -a "messages" section detailing messages and notifications -a "profile" section allowing users to update info, add banking information etc. Other points: -I would like the proposal system that links customer to performer to have an escrow feature similar to PPH. The WP theme I have features this. The above should give you a very accurate analysis of what is needed to be done on this project for you to price accurately and understand the work that is involved. Naturally if you have any questions please come back to me.