About
UpSlide is the all-in-one document automation solution for Excel, PowerPoint, Power BI, Word, and Outlook.
We empower teams to create more accurate and consistent documents in less time. Each feature is accessible via a user-friendly ribbon seamlessly integrated into Microsoft 365 applications.
UpSlide automates core financial services workflows across four areas:
Document automation
Streamline document workflows with automation in Microsoft 365, freeing your teams to work on more rewarding, higher-value tasks.
Reporting automation
Efficiently create impactful, accurate reports. Eliminate manual data updates to avoid the risk of human error and free up time for better analysis.
Brand compliance
Strengthen brand identity and guarantee teams create high-quality, brand-compliant client deliverables.
Content enablement
Optimize content workflows so front office teams can instantly find quality, marketing-approved materials.
This product is intended for
- Financial Analyst
- Associate
- Analyst
- Business Manager
- Chief Marketing Officer
- Transformation Manager
- Management Consultant
- Mergers and Acquisitions Director
- Head of Investment Banking
- Brand Manager