
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
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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…
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
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
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
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
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
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
⚡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
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
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
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
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
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. 🪙
UpSlide retweeted
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
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
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
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
🔔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
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
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
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












