Discover our latest report Investment Banking Software 2024: Challenges, Trends and Strategies

Helping Financial Services Companies Streamline Document Creation for 13+ Years

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Case Study: Global Consuting and Advisory Firm
American Tower Saves 17 Hours per Month with UpSlide
TotalEnergies Delivers Accurate, Best-Practice Reports with UpSlide
Singer Capital Markets Maintains Brand Consistency with UpSlide
Thales Guarantees Reliable Data with UpSlide
Meridian Capital Cuts Pitch Creation Time by 75% with UpSlide
Campbell Lutyens Builds Flawless Documents with UpSlide
PKF Australia Improves Document Accuracy and Quality with UpSlide
Forvis Mazars Attracts and Retains Top Talent with UpSlide
Greenhill Boosts Efficiency in Microsoft 365 with UpSlide
FRP Advisory Builds On-Brand Documents with UpSlide
Cushman & Wakefield Streamlines Reporting with UpSlide
Colliers Saves Employees 28h+ per Month on Report Creation
Coller Capital Automates Repetitive Tasks and Boosts Output with UpSlide
Clarksons Maintains Brand Compliance with UpSlide
BNP Paribas Transforms their Tech Stack with UpSlide
BDA Partners Saves Employees 21h+ per Month with UpSlide
UniCredit Streamlines Pitchbook Creation with UpSlide
BNP Paribas Optimizes Recurring Report Creation with UpSlide
DC Advisory Helps Bankers Save Time and Work Smarter with UpSlide

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Supporting NGOs and B Corps

Our Discount Levels for Clients with Positive Impact Projects (DISCO Project) offers a 15% discount to clients who hold a B Corp label, and a 30% discount to international non-profit and public organizations.

Boost productivity and create better documents with UpSlide