White Paper Template for Financial Services (MS Word)

What is a financial white paper?

A white paper promotes a certain product, service, or methodology to influence current and prospective customer or investor decisions. Three main types of white papers include backgrounders, numbered lists, and problem/solution white papers. Source: Investopedia.

Download this Financial White Paper template if you plan to write a white paper about the financial services industry (fintech).

Use this to explore credit risk modeling, deposit risk monitoring, risk assessment, and technical solutions for banking and financial industries. The MS Word template includes:

  1. Sample text to get you started,
  2. Instructions on how author the white paper, and
  3. Royalty-free images for your cover sheet.

15 White Paper Templates for only $19.99

Learn More About These Templates

Screenshots

In the following section, we provide screenshots of this template.

Executive Summary

Benefits Chapter

Appendix

Download All 15 Templates

The template pack includes the fifteen templates for the following industries and layouts:

  • Automobile
  • Construction
  • Collaboration
  • Corporate
  • Environment
  • Green Energy
  • Mavericks
  • Nature
  • Colorful template design (multiple images on inside pages)
  • Network
  • 2 Column Layout
  • Standard Blue
  • Technology
  • Urban
  • Visionary

What’s in the template pack?

When you buy the product, you will be sent a link to a ZIP file. This contains the following files:

Click here to download the white paper templates.

Note: The 15 x Template Pack contains ALL of the templates listed on the sales page.

Learn More About These Templates

Template Product Details

  • Number of Pages: 27 Pages
  • Format: MS Word
  • Import to Apple Pages and Google Docs
  • Contains pre-built Styles to help you format the document
  • License: unlimited usage
  • Royalty free images
  • Virus free
  • No installation files, macros, or plugins. Simply open in Word and get started

FAQs

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What customers have you sold products to?

Who are your Customers?

Here is a sample list of our customers. Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich

Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats are the templates in?

The files work on Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac).

How do I get my templates?

After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,

What is the refund policy?

We offer a 60 days refund policy.

I have not received my product. Who do I contact?

Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number

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White Paper Writing Tutorials

If this is your first time writing a white paper, try the following tutorials to get started.

Videos

Watch the following video tutorials on how to write, format, and design a white paper.