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UniCredit Streamlines Pitchbook Creation with UpSlide

Team

Financing and Advisory

5+

years with UpSlide

Industry

Investment Banking

UpSlide has resulted in shorter working hours, or at least more productive ones.

Our teams are happier when they’re being productive, doing high-value work and learning, instead of formatting and copy-pasting.

Muge Mentes, UniCredit

Muge Mentes,
Head of CEEMEA Debt Origination

UniCredit

Objectives

Digitalize and streamline daily operations, specifically around pitching.

Ensure teams have access to best-practice, up-to-date templates within Microsoft 365.

Free up front-line bankers to focus on higher-value, more rewarding work.

Context

UniCredit’s Financing and Advisory division provides simple access to capital raising, financing and advisory services for international clients.

 

Their teams spent a lot of time creating pitch decks, and management became concerned about the inefficiencies of this heavily manual work.

Challenges

A visual showing content enablement

Too much time was spent on manual, repetitive work such as sourcing relevant content, updating data and formatting. Work was often duplicated unnecessarily.

These constant manual updates introduced the potential for human error, especially in such a fast-paced environment.

Too long spent on these lower-value tasks meant less energy and time for more creative, challenging work, which not only adds value to clients but is more fulfilling for bankers.

A visual showing content enablement

UpSlide User

Peter Dieler, Associate Director, DCM. An administrator user of UpSlide, responsible for managing content which is added to UpSlide Library for colleagues to use.

What Benefits Have You Seen from Implementing UpSlide?

Project Highlight

“UpSlide frees up time to concentrate on the real pitching activity. It eliminates the time spent organising the pitch, checking and proofing – you can rest assured that part is done correctly and instead concentrate on idea generation and adding value.”

Headshot of Peter Dieler from UniCredit

Peter Dieler
Associate Director, DCM

UniCredit

Project Sponsor

Muge Mentes, Head of CEEMEA Debt Origination. Designated person in Debt Capital Markets to investigate different tools which could bring digitalisation and streamlining to day to day operations.

How Did You Find Working with UpSlide?

“The UpSlide team were able to understand the needs and priorities of each team, which meant everything they presented was very relevant.​

 

The team were also very available, and the bank felt fully supported throughout. Sometimes complex projects like this can take some time, but the team maintained the same momentum and energy throughout.”

Project Highlight

“We ran an exhaustive analysis for possible solutions in the market and UpSlide came out as best-in-class. It’s going to be a real game-changer for us.”

Muge Mentes, UniCredit

Muge Mentes
Head of CEEMEA Debt Origination
UniCredit

How is UpSlide Helping?

Increased Efficiency

“Our workflows are much more streamlined; for example, teams can now link their Bloomberg data from Excel to PowerPoint pitchbooks, then update it automatically. Before, too much time was spent on things like proofing and formatting; UpSlide will eliminate that.”

Centralized Content

“Aside from making it easier and faster for teams to find slides, tombstones and images, the Content Library enables us to maximise our best content by making it widely available to more teams across the business.”

Improved Quality

“We can now make sure that teams have access to impactful and accurate content, from both a content and visual perspective. This also helps ensure consistency across pitches.”

IT Manager

Marcin Stefański, Application Analyst. Responsible for leading the application through a rigorous security approval process to ensure it didn’t pose a threat, application-wise, network-wise, or for user data.

What Are the Strengths of The UpSlide Tool?

Project Highlight

“This was the fastest and smoothest onboarding of an application that I’ve seen. ​This project really stands out; the team were tremendous.”

Headshot of Marcin at UniCredit

Marcin Stefański
Application Team

UniCredit

How Did the UpSlide Team Make Your Job Easier?

Excellent Project Management
and Communication

“UpSlide really took care of the structure of the project, leaving us to focus on our core tasks. The communication was perfect throughout; I loved working with the UpSlide team – I don’t think I ever left a call without a smile on my face!”

Responsive and Effective
Solutions

“Every solution or workaround came quickly and almost always worked the first time; that doesn’t happen a lot. The team went the extra mile to help.”

Thorough Support Throughout the Security Process

“This is the best experience I’ve had with a vendor so far. The UpSlide team were extremely helpful; the info we needed was readily available, and they gave fast, detailed explanations where necessary.”

Project Manager

Daniela Asam, F&A Business Development. Responsible for ensuring that the UpSlide tool was rolled out smoothly to the business teams.

How Did the UpSlide Team Make Your Job Easier?

Project Highlight

“It’s been a pleasure to work with UpSlide. Their expertise, professionalism and excellent communication throughout have really helped the project run smoothly.”

Daniela Asam, UniCredit

Daniela Asam,
F&A Business Development

UniCredit

The UpSlide Project:
An Enterprise Rollout

The UpSlide project team worked closely with UniCredit to ensure the tool was fully customized to the needs of their teams.

 

“The software itself was great, but the biggest positive was that UpSlide spoke our language. They were able to interpret what users needed, even if the users didn’t articulate it explicitly; they really understood what we needed to automate,” according to Tanu Tuli, Digital Transformation CDIO CIB.

 

They also worked closely with UniCredit’s IT team to ensure their strict security criteria were met and with Central Marketing to ensure the compliance of branded templates.

“Often, people want to talk, but UpSlide wanted to listen. They were able to really understand our use cases from early on and were committed, proactive and solution-focused from the outset.”

Muge Mentes, UniCredit

Muge Mentes,
Head of CEEMEA Debt Origination

UniCredit

Impact

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