The best document automation and branding software for financial services. Over 900 leading teams build better documents faster in #Microsoft365 with UpSlide.

LDN, NYC, Paris, Berlin, SG
Joined October 2014
We're over the moon to be recognized in G2's Spring 2023 Report for Document Generation! 🎉 A huge thank you to all our clients for their continued support and feedback - we're grateful to be working with you. Check us out on G2: g2.com/products/upslide/revi…
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We’re excited to have been named ‘Best Financial Service AI Automation Solution 2025’ by Wealth and Finance International. Congratulations to all other winners and nominees. Discover our AI Automation solutions: okt.to/oGzjp1 #SaaS #FinancialServices #AIAutomation
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Stop playing spot the difference with your decks.🔍 @UpSlide's new Track Changes for PowerPoint feature helps you identify, accept, and revert changes efficiently in PowerPoint. okt.to/IZxW1Y #TrackChanges #PowerPoint #Automation okt.to/woAS4e
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We asked three financial services marketing experts… What advice would you give someone looking to strengthen their brand in 2025?💪 Thank you, Laura West (@hfw_law), Harry Sheward (@CognitoMedia), and Simone Lilley (UpSlide) for your insights! #FinancialBranding
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UpSlide CEO, Julien Villemonteix, is back in @Forbes Business Council to talk about how small businesses can leverage AI for success. With AI continuing to transform financial services, this latest piece is a must-read: okt.to/dYh230 #ai #automation #finance
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Deal teams are getting slimmer while market activity is on the rise.📈 So what can banks do to cope with the rising demand? Find out in our recent webinar with Stifel and Leverst: okt.to/Sgsfnd #pitchbook #investmentbanking #MandA
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Every successful project starts with a Gantt chart.📆 Our latest guide walks you through how to efficiently build beautiful Gantt charts in PowerPoint. Discover more: okt.to/gauAf0 #powerpoint #excel #financialservices #professionalservices
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⚡An AI Assistant in PowerPoint 📆 One-click automated Gantt charts ⤴️ 11 financial modeling keyboard shortcuts Discover these features and more in our latest round-up blog: okt.to/017cGL #excel #powerpoint #financialservices #AI
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Harness the power of AI in PowerPoint.⚡ Solve workflow challenges unique to financial services with UpSlide's AI Assistant and Glossary Generator: okt.to/KNXIRV #AI #Finance #PowerPoint
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In his latest piece for @RetailBanker, Julien Villemonteix, UpSlide CEO, deconstructs the projected boom in M&A activity and how firms can get ahead of the competition. Read the full article 👇 okt.to/ULEP90 #capitalmarkets #investmentbanking #tech
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Last week, our US team attended @acgatlanta's M&A South event.🤝 With over 200 middle market dealmakers in attendance, it was great to discuss the key challenges and developments facing the sector in 2025. #privateequity #mergersandacquisitions #midmarket #dealmaking
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Our latest report with Williams Lea explores the different approaches of banking and ops teams to transforming productivity within investment banking. Discover more: okt.to/H2pD9c #research #investmentbanking #productivity
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Last week, we had the pleasure of hosting IB experts from #DCAdvisory, #Nomura, #Stifel, and more for an intimate dinner at #COYA City. The highlight of the evening was our keynote panel on how banks can future-proof their tech investment strategies for 2025. 🪙
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Great news! 🎉 #WilliamsLea has teamed up with @Up_Slide, the all-in-one automation solution, to revolutionize the way #finance professionals create accurate, brand-compliant #presentations. Stay tuned for more updates on our exciting collaborations this year. #Partnership
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Did you know that we offer discount pricing on our software for NGOs and B Corps? We introduced this policy back in 2021 to support companies that make a positive impact in the world. Find out more about this project: okt.to/M1b7SL #BCorp #sustainability
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Getting tired of scrolling through Google images to source corporate logos for your deliverables? The new Logo Finder allows you to access thousands of high-resolution logos directly within PowerPoint. Discover how 👉 okt.to/kCXWmz
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Rebranding top tip: give your teams the tools to launch the new brand successfully 🖌️ @Sonal Hirani, Marketing Director at @Forensic Risk Alliance, shares how she used UpSlide to instantly track the ROI of their #rebrand. Find out more: okt.to/lPyLoF
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🔔We're hiring🔔 We're on the hunt for our next Head of Revenue Operations to join our HQ in Paris. Discover more: okt.to/po5LIr #TechJobs #WereHiring #Recruitment
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Considering a #rebrand?🖌️ Joanne, Head of #Marketing at @_singercm, believes that creating an internal committee in the earlier stages of a rebrand is key to success, as it provides a diverse range of opinions throughout the project. Find out more: okt.to/6XI5sz
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Last year, we successfully completed the #SOC2 Type II audit. Jerome, our Head of Infrastructure and #Security, shares why we decided to seek this achievement and the lessons we learned. Read our full SOC 2 compliance checklist here: okt.to/SX5awH
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Reviewing PowerPoint decks just got even faster with Custom Shapes.⚡ Discover how to: • Use the Custom Shapes drop-down to speed up your reviews • Create your own custom shapes • Insert custom shapes into multiple slides at once Find out more 👉okt.to/NLje7C
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