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

Request a demo

Welcome to the Knowledge Hub

Discover the latest UpSlide news, product updates, industry insights and efficiency tips for Microsoft 365!

Category

20 minutes

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…

Read more
  • Product news
  • 3 minutes

New Feature Round-Up: Edition #12

Welcome to our third feature round-up of the year! We’re excited to share our latest feature...

  • Efficiency Tips|How to guides|Power BI
  • 5 minutes

5 Effective Ways of Connecting Power BI to PowerPoint

Want to speed up report creation by connecting Power BI to PowerPoint? Discover five efficient...

  • Efficiency Tips
  • 6 minutes

Pitchbook Automation: Ultimate Guide to Creating Better Proposals

Tired of manual data embedding and endless rounds of reviews? Learn everything you need to...

UpSlide logo (white bolt on red background and text) next to Wealth and Finance Fintech Award logo (text based) on blue background surrounded by colorful icons
UpSlide logo (white bolt on red background and text) next to Wealth and Finance Fintech Award logo (text based) on blue background surrounded by colorful icons
  • Company news
  • 3 minutes

UpSlide Wins Most Innovative Brand Compliance Automation Solution Award in the Wealth and Finance FinTech Awards 2024

LONDON, September 26, 2024 – UpSlide, the leading brand compliance automation solution for Microsoft 365...

Power Query
  • Efficiency Tips|How to guides|Power BI
  • 5 minutes

Power Query: The 2024 Beginners’ Guide

Ever wondered what the Microsoft 365 add-in Power Query is and how it works? If...

  • Efficiency Tips|How to guides|Power BI
  • 5 minutes

The Top Four Ways to Export Power BI to Excel

Looking to export Power BI data to Excel? Explore our top four recommendations to improve...

  • Branding and design|How to guides
  • 7 minutes

Everything You Need to Know About Brand Compliance

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

  • Efficiency Tips|Excel|How to guides|PowerPoint
  • 4 minutes

How to Link Excel to PowerPoint and Save Hours of Time

Let’s explore efficient ways of linking Excel to PowerPoint—from native embedding to UpSlide’s dynamic link...

  • Product news
  • 4 minutes

New Feature Round-Up: Edition #11

Welcome to our second feature round-up of the year! In this edition, we’ll be introducing...

  • Branding and design|How to guides
  • 5 minutes

Brand Audits: Why They’re Important and How to Ensure Success

Conducting a deep dive brand audit will enable you to step into your clients’, prospects’...

Branding documents in metaphorical red tape
  • Branding and design

Strengthen Your Financial Services Branding Strategy With 9 Advanced Tips and Examples

Struggling to execute branding strategies with so much red tape? This guide helps you overcome...

  • How to guides
  • 6 minutes

The Ultimate Guide to Document Automation

Are your teams facing significant inefficiencies or bottlenecks in their content generation workflows? Read this...

  • Finance insights|Technology and AI
  • 5 minutes

Navigating Software Deployment Challenges in Investment Banking: Insights for 2024

In the fast-paced world of investment banking, effective software deployment is crucial for safeguarding financial...

  • Finance insights|Technology and AI
  • 5 minutes

Build vs Buy: Why Investment Banks Are Choosing to Purchase SaaS Solutions

Leading investment banks are seeking cutting-edge tools to stay ahead of the competition and maximize...

  • Finance insights|Technology and AI
  • 4 minutes

Investment Banking Software: How to Choose the Right Solution and Effectively Deploy It

Across the investment banking sector, strategic investments in technology are pivotal for driving bottom-line success....

  • Technology and AI
  • 4 minutes

7 New Excel Formulas That Will Boost Your Productivity in 2024

2024 has been a great year for new Excel formulas. From enjoying updates to the...

Automated Reporting in Finance: How to Choose the Best Tool
Automated Reporting in Finance: How to Choose the Best Tool
  • How to guides
  • 5 minutes

Automated Reporting in Finance: How to Choose the Best Tool

Financial reporting teams are constantly seeking more efficient ways to boost productivity when building recurring...

  • Efficiency Tips|How to guides|Technology and AI
  • 5 minutes

The 2024 Guide to PowerPoint Add Ins

PowerPoint is the cornerstone of business communication, strategy, and collaboration, with most of us spending...

  • Efficiency Tips|Excel|Finance insights
  • 5 minutes

5 Ways to Make Beautiful Financial Charts and Graphs in Excel

Financial charts and graphs are the foundation of every pitchbook and report in the industry....

  • Technology and AI
  • 6 minutes

Our SOC 2 Compliance Checklist: Everything You Need to Know

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

  • Product news
  • 4 minutes

New Feature Round-Up: Edition #10

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

  • Branding and design|How to guides
  • 5 minutes

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...

  • Branding and design|Efficiency Tips|How to guides
  • 5 minutes

How to Manage Signatures in Outlook

Successful businesses must effectively and consistently present their brand identity across multiple platforms, including their...

  • How to guides
  • 4 minutes

3 Ways to Achieve Faster Financial Document Generation

In the competitive landscape of the financial services industry, the way your business builds and...

  • Efficiency Tips|How to guides
  • 5 minutes

How To Reduce Excel File Size in 8 Easy Ways

Florence, UpSlide’s Senior Consultant and Excel expert, has a few easy hacks up her sleeve...

  • Client Stories|Corporates|Finance and reporting|Industry|Team
  • 3 minutes

TotalEnergies Delivers Accurate, Best-Practice Reports with UpSlide

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

Reporting Automation: The 2024 Guide for Saving Time
Reporting Automation: The 2024 Guide for Saving Time
  • How to guides
  • 6 minutes

Reporting Automation: The 2024 Guide for Saving Time

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

  • How to guides
  • 5 minutes

The 2024 Guide to Content Enablement

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

  • Technology and AI
  • 3 minutes

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...

  • Product news
  • 4 minutes

New Feature Round-Up: Edition #9

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

  • Company news|Technology and AI
  • 3 minutes

UpSlide, Copilot and Generative AI

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

  • Company news
  • 5 minutes

The Next Step in UpSlide’s Journey: Welcoming Partech

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

UpSlide favicon (white bolt on red squared background) next to Partech favicon (A stylized letter P) on blue background surrounded by small stars
UpSlide favicon (white bolt on red squared background) next to Partech favicon (A stylized letter P) on blue background surrounded by small stars
  • Company news
  • 3 minutes

Partech Acquires Minority Stake in UpSlide

PARIS, September 20, 2023 – UpSlide, the leading provider of productivity and brand compliance Software-as-a-Service...

  • Product news
  • 3 minutes

New Feature Round-Up: Edition #8

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

  • Finance insights|Technology and AI
  • 5 minutes

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...

  • Technology and AI
  • 5 minutes

Our Take on Microsoft Build 2023

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

  • Finance insights|Technology and AI
  • 7 minutes

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...

  • Product news
  • 3 minutes

New Feature Round-Up: Edition #7

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

  • Company news
  • 4 minutes

Making Our Mark: Going Beyond B Corp

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

  • Efficiency Tips|How to guides|Power BI
  • 5 minutes

4 Effective Ways of Connecting Power BI to PowerPoint

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

  • Company news|How to guides
  • 5 minutes

How to Become B Corp Certified: Lessons From UpSlide

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

  • Company news
  • 4 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...

  • Product news
  • 3 minutes

New Feature Round-Up: Edition #6

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

  • Company news
  • 5 minutes

From A to B Corp: UpSlide’s Mission for Positive Impact

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

UpSlide logo (white bolt on red background and text) next to B Corp Corporation logo (black text) on green background
UpSlide logo (white bolt on red background and text) next to B Corp Corporation logo (black text) on green background
  • Company news
  • 3 minutes

UpSlide Achieves B Corp Certification 

PARIS, November 22, 2022 – UpSlide, the leading productivity and brand compliance solution in Microsoft...

  • Finance insights
  • 5 minutes

What Bankers Really Want… from the Bankers Themselves

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

  • Product news
  • 3 minutes

New Feature Round-Up: Edition #5

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

  • Efficiency Tips|Power BI
  • 6 minutes

4 Tips For a Smooth Transition to Power BI

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

  • Efficiency Tips|PowerPoint
  • 5 minutes

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...

  • Efficiency Tips|How to guides|Power BI
  • 3 minutes

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...

  • Branding and design|Efficiency Tips|PowerPoint
  • 4 minutes

8 Powerful PowerPoint Tips to Avoid Easy Mistakes

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

  • Branding and design
  • 4 minutes

4 Mistakes to Avoid With Your Rebrand Launch

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

  • Finance insights
  • 4 minutes

7 Ways Investment Banks are Improving Junior Banker Retention

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

Banner with DC advisory logo, charts and graphs
  • Client Stories|Content Library|Excel to PowerPoint Link|Feature|Front office|Industry|Investment banking|IT|Team
  • 2 minutes

DC Advisory Helps Bankers Save Time and Work Smarter with UpSlide

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

  • Product news
  • 3 minutes

New Feature Round-Up: Edition #4

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

  • Branding and design
  • 4 minutes

How to Create a PowerPoint Template: 5 Easy Steps

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

  • Product news
  • 3 minutes

New Feature Round-Up: Edition #3

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

  • Company news
  • 3 minutes

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...

  • Finance insights
  • 4 minutes

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...

UpSlide logo (white bolt on red background and text) next to Getty Images logo (text) on pink background
UpSlide logo (white bolt on red background and text) next to Getty Images logo (text) on pink background
  • Company news
  • 3 minutes

UpSlide Integrates Getty Images Visual Content into its Microsoft Add-in to Streamline Presentation Creation in PowerPoint

PARIS, July 31, 2021 – UpSlide, the solution adding ingenious features to Microsoft PowerPoint, Excel,...

  • Product news
  • 3 minutes

New Feature Round-Up: Edition #2

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

  • Product news
  • 4 minutes

New Feature Round-Up: Edition #1

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

  • Efficiency Tips|Technology and AI
  • 3 minutes

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...

  • Efficiency Tips|Excel
  • 4 minutes

Top 6 Excel Financial Functions

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

  • Efficiency Tips|How to guides
  • 4 minutes

6 Steps to Select the Best Productivity Tool

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

  • Efficiency Tips|Power BI
  • 4 minutes

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:...

  • Branding and design
  • 3 minutes

6 Steps to Launching Our New Visual Identity

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

  • Efficiency Tips|Excel
  • 3 minutes

Top 3 Excel Tips to Become an Productivity Champion

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

  • Finance insights|Power BI
  • 5 minutes

The Top 3 Use Cases for Power BI in Finance

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

  • How to guides
  • 3 minutes

How to Strengthen Your Company’s Management Strategy

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

  • Efficiency Tips|Excel
  • 5 minutes

16 Basic Excel Tips to Transform Your Spreadsheets

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

  • Branding and design|How to guides
  • 4 minutes

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 guides|Product news
  • 3 minutes

How To Work From Home Efficiently With UpSlide

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

  • Product news
  • 2 minutes

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...

  • Non classé
  • 3 minutes

Why 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...

  • Company news
  • 2 minutes

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...

  • Non classé
  • 2 minutes

#HappinessAtWork by UpSlide

We are proud to reach the 1st place in the HappyIndex®/AtWork 2019 ranking (26+ employees...

  • Non classé

The pitchbook of tomorrow

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

  • Non classé

The Pitchbook is dead. Long live the Pitchbook!

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

  • Non classé

How to Make a Good PowerPoint Presentation

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

  • Branding and design|Efficiency Tips|PowerPoint
  • 5 minutes

10 PowerPoint Tips and Tricks to Boost Productivity

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

  • Technology and AI
  • 4 minutes

The 7 Most Epic Excel Creations Ever

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

Discover more coding, software development, and engineering insights from our dev team

Read our dev.to blog

Boost productivity and create better documents with UpSlide

See UpSlide in action
Round banner with text about UpSlide winning the most innovative brand compliance automation solution 2024
Top Features
Compare
Services
Follow Us
Solutions
Industries
Resources
Company