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New feature round-up: Edition 8

It’s time for our latest quarterly feature round-up: summer 2023. In this edition, we’re bringing you some…

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Our SOC 2 compliance checklist

Embarking on the journey to SOC 2 compliance marks a significant milestone for any organization,...

New feature round-up: Edition #10

Welcome to our first round-up of 2024! In this edition, we’ll share exciting updates that...

How to rebrand your PowerPoint template: a step-by-step guide

For finance and professional services firms in particular, PowerPoint templates are the backbone of a...

How financial services can achieve faster document generation

In the fast-paced landscape of financial services, the way your team builds documents has a...

Top Excel formulas of 2024

Excel’s latest version comes with some exciting new features and enhancements. In this blog, we’ll...

How TotalEnergies delivers accurate, best-practice reports with UpSlide

Building high-quality reports under tight deadlines is a familiar challenge for any reporting team, and...

A guide to reporting automation in 2024

Producing high-quality reports within strict deadlines is a familiar challenge for many finance teams. A...

All you need to know about brand compliance in financial services

What do you think of when you hear the term ‘brand compliance’? For many people,...

Power Query: the 2024 beginners’ guide

Ever wondered what the Microsoft Office add-in Power Query is and how it works? If...

The 2024 guide to content enablement

Content is at the core of your business. It’s how your teams highlight your values,...

The ultimate guide to document automation

Sixty-two percent of businesses have identified three or more significant inefficiencies or bottlenecks in their workflows...

Our top 5 Copilot announcements from Microsoft Ignite 2023

It’s been an exciting year for Microsoft; firstly, becoming OpenAI’s biggest investor, then introducing their...

New feature round-up: Edition #9

Welcome to our final round-up of 2023! This quarter, we’re bringing some exciting new features...

How to link Excel to PowerPoint

Why do we need to link Excel to PowerPoint? As a finance professional, the majority...

UpSlide, Copilot and generative AI

Microsoft 365 released their highly-awaited AI-powered assistant, Copilot, on November 1st to companies with an...

The next step in UpSlide’s journey: welcoming Partech

Earlier this year, we decided to embark on a new phase of our journey and...

New feature round-up: Edition #8

It’s time for our latest quarterly feature round-up: summer 2023. In this edition, we’re bringing...

AI in finance: insights from a B2B SaaS CEO

In the past few months, we’ve seen growing excitement around AI and its potential to...

How to manage email signatures in Outlook

In today’s digital world, successful businesses must effectively and consistently present their brand identity across...

Our take on Microsoft Build 2023

This year’s Microsoft Build was arguably one of the most awaited to date. Just a...

Will Microsoft Copilot reinvent the future of work in finance? 

The Artificial Intelligence (AI) arms race is truly heating up. As tech giants go all in on...

New feature round-up: Edition #7

Welcome to UpSlide’s latest feature round-up: spring 2023. We’re expanding even further into the Microsoft...

How to do a brand audit: 7 key steps to succeed

Your brand is your business’s biggest asset. Ensuring that you maintain an accurate view of...

Making our mark: going beyond B Corp

In case you missed it, we officially became B Corp Certified at the end of...

4 effective ways of connecting Power BI to PowerPoint

More and more financial professionals have been adopting Power BI, the Microsoft software that is...

How to become B Corp Certified

Looking to become B Corp Certified? You’ve come to the right place. In November 2022,...

7 easy ways to reduce your Excel file size

We have all encountered an Excel file that’s too large. The kind that takes minutes...

Save time and create winning content with UpSlide and Pitchly

Financial and professional services firms rely heavily on their front-line teams to create impactful pitchbooks...

New feature round-up: Edition #6

Welcome to UpSlide’s winter feature round-up! We’ve been working hard to bring you some exciting...

From A to B Corp: our mission for positive impact

We are proud to announce that UpSlide is now a Certified B Corporation. In the...

How to Export Power BI to Excel

Why do we need to export data from Power BI to Excel? Power BI, the...

What bankers really want… from the bankers themselves

Today’s bankers are trying harder than ever to preserve their mental and physical well-being –...

New feature round-up: Edition #5

Welcome to UpSlide’s new feature round-up! Here are some recent product updates that will further...

4 tips for a smooth transition to Power BI

Power BI is an extremely powerful tool which can transform reporting across many different departments....

The importance of document security and how to make sure you are working safely

Maintaining high levels of security is of utmost priority for financial and professional services companies...

The quick and easy ways to export Power BI to Word

Power BI has revolutionized data visualization, enabling finance teams to present their data in a...

8 powerful PowerPoint tips to avoid easy mistakes

Microsoft PowerPoint was launched in 1990 and has since become the number-one presentation software, used...

4 mistakes to avoid with your rebrand launch

Embarking on a rebrand is one thing; making sure you have a successful launch is...

7 ways investment banks are improving junior banker retention

Investment banks are currently experiencing the busiest time the industry has ever seen, bringing in...

How DC Advisory helps its bankers save time and work smarter every day

At a time when working remotely has become both commonplace and necessary, more than ever...

New feature round-up: Edition #4

Welcome to UpSlide’s winter round-up! We’ve kickstarted 2022 with some great new features and improvements,...

How to create a PowerPoint template: 5 easy steps

When it comes to brand perception, for many financial and professional services firms, PowerPoint presentations...

New feature round-up: Edition #3

Welcome to UpSlide’s autumn round-up! We’ve rolled out multiple feature improvements over the last few...

8 ways to make beautiful financial charts and graphs in Excel

Poorly displayed Excel data will lose both impact and meaning. It’s vital to present your...

The recipe for happiness at work, by Philippe Chazalon

It is in a company’s best interest to nurture happiness at work. A study by...

Report: How productive is the finance industry in Microsoft Office?

Microsoft Office is used widely across all areas of the banking and finance industry (Investment...

New feature round-up: Edition #2

Welcome to our summer feature round-up! Our developers have been working hard to bring you...

New feature round-up: Edition #1

Want to know what’s new in the UpSlide V6.7 release? We’re introducing a revamped Account...

What are the benefits of working with a Microsoft Partner?

The Microsoft Partner label means that a company is officially recognized by Microsoft as a...

Top 6 Excel financial functions

It is no secret that financial analysts spend the majority of their working day on...

6 steps to select the best productivity tool

The never-ending quest for performance and profitability, coupled with increased competition, is pushing companies to...

Power BI vs Tableau: 10 questions to ask before choosing a business intelligence tool

More and more professionals are using BI (Business Intelligence) tools to make decisions based on real data:...

6 steps to launching our new visual identity

UpSlide has a new look! After having guided many of our customers through their rebranding...

Top 3 Excel tips to become an productivity champion

Microsoft Excel is used by more than 750 million people around the world but only...

How, and why, do finance professionals use Power BI?

Big data, data science, data-driven… these phrases have become part of our everyday vocabulary. Today,...

How to strengthen your company’s management strategy

Crises are not only pivotal moments for a company – but also for their leaders....

16 basic Excel tips

When working in finance, Excel is such a powerful tool for manipulating and displaying data...

UI design: how to redesign the interface and UX

Icons are everywhere in our daily lives: applications, software, websites, etc. These pictograms or simple...

How to work from home efficiently with UpSlide

Today, everyone has to adapt their working methods, starting with enabling remote working within the...

What’s new in Excel with the latest UpSlide 6.5

With our brand new Excel features, you will be able to format cells and charts in...

Why (and how) we’ve made having a positive impact a priority

This year UpSlide celebrated its 10th anniversary, and we took this as an opportunity to think about the positive...

UpSlide 10 years later: our path towards a positive impact

It’s been 10 years since UpSlide and the financial modeling company Finance 3.1 were founded. Both...

#HappinessAtWork by UpSlide

We are proud to reach the 1st place in the HappyIndex®/AtWork 2019 ranking (26+ employees start-up category)! We are also...

The pitchbook of tomorrow

The dynamic and ultra-competitive business environment of investment banking is being driven more than ever...

3 essential steps to efficiently create a truly impactful pitchbook

In the investment banking industry, the quality of your pitchbooks can literally make or break...

The Pitchbook is dead. Long live the Pitchbook!

In today’s digital era, a lot of investment bankers are relying on mobile devices more...

How to make a good PowerPoint presentation

PowerPoint presentations can be time-consuming and stressful: it is not always easy to bring together...

10 PowerPoint productivity tips and tricks

Love it or hate it, PowerPoint is essential when it comes to business presentations. Whether...

The 7 most epic Excel creations ever

Many associate the Microsoft tool with headaches from crunching numbers and tedious charts but there’s more...

Boost productivity and create better documents with UpSlide