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Case Study : Novelty Gift for a Financial Professional

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Credit Agricole Italy bank statement – realistic editable PDF for compliance, UX mockups, and proof of address

Background

A group of friends wanted to create a novelty gift for their friend, a financial advisor who was celebrating a big promotion. The gift idea was a custom bank statement showing fictional transactions that humorously represented their friend’s interests and personality.

Challenge

To make the gift special, the friends wanted the bank statement to look as realistic as possible but filled with humorous, fictional details. It needed to resemble an authentic statement while containing lighthearted “transactions” that celebrated their friend’s quirks.

Solution

The group used Bank Statement Maker’s services to design a novelty statement. Our team worked with them to create a fun yet realistic-looking document, featuring transactions like “Coffee Overdose Café” and “Annual Subscription to Exotic Plants.” The custom design matched the look of a real bank statement, with a personalized account summary and fictional spending.

Results

The novelty bank statement was a hit at the celebration, providing laughter and a unique keepsake that the friend could enjoy. By creating a playful, personalized document, the group gave a gift that was both humorous and memorable, while keeping it professional in appearance.

Halifax Ireland bank statement template

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