Transform Finance Workflows with AI-Powered Automation
At UpSlide, we are user-centric innovators. We don’t jump on emerging trends for the sake of it, and will never be labelled as an AI tool. We’re an automation solution, enhanced with AI, and tailored to financial services.
Harness the power of AI and automation to speed up document creation
Solve workflow challenges unique to the financial
services industry
Ensure high adoption of new solutions with a long-term partnership
Choose a long-term solution, not a quick fix
Built with reliability and long-term success in mind, UpSlide's AI tools perfectly compliment our powerful automation functionality.
Enhance slide creation with our AI Assistant
Harness the power of AI from within your PowerPoint slides
Easily access UpSlide’s AI Assistant using shortcuts within PowerPoint to build documents faster and avoid any disruptions to your workflow.
Refine and perfect your documents in a few clicks
From within PowerPoint, ask our AI Assistant to shorten, translate and refine your presentation commentary and analysis to have maximum impact.
Customize UpSlide’s AI Assistant to your business’s unique needs
Build custom, pre-set prompts for your AI Assistant within the UpSlide Portal to ensure the AI-generated content is more relevant for your teams and therefore used more regularly.
Instantly generate a glossary page in PowerPoint with AI
Save time creating and updating glossary slides
Say goodbye to spending hours manually building or updating glossary slides. Generate a perfectly formatted, alphabetically-ordered glossary slide in seconds with AI.
Eliminate the risk of human error in document creation
Built to ensure content accuracy, UpSlide’s AI Glossary will read the sentence before and after an abbreviation to contextualize it and ensure it’s relevant, before adding it to your slide.
Build brand compliant documents every time
Enterprise businesses trust UpSlide thanks to our stringent security measures
Maintaining our SOC 2 compliance accreditation
We successfully completed a SOC 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
Respecting your data privacy
Our on premise solution ensures you remain in full control. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.
Implementing robust security practices
We perform a security audit before every release to ensure each version meets high quality and security standards, and integrate vulnerability management within our processes.
Offering flexibility to use your custom LLM, or ours
We understand the importance of security and compliance. Choose to use our AI features on UpSlide’s LLM, or your own.
Enterprise businesses trust UpSlide thanks to our stringent security measures
Maintaining our
SOC 2 compliance accreditation
We successfully completed a SOC 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
Respecting your data privacy
Our on premise solution ensures you remain in full control. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.
Implementing robust security practices
We perform a security audit before every release to ensure each version meets high quality and security standards, and integrate vulnerability management within our processes.
Offering flexibility to use your custom LLM, or ours
We understand the importance of security and compliance. Choose to use our AI features on UpSlide's LLM, or your own.
Frequently asked questions
How does UpSlide compare to Microsoft Copilot?
At UpSlide, we resonate with Microsoft’s mission of making day-to-day work more efficient with technology. However, instead of focusing on the 350 million Microsoft 365 users worldwide, our solution remains dedicated to meeting the unique use case of our client base: financial professionals worldwide. UpSlide’s AI functionality solves workflow challenges that are unique to the financial services industry.
Microsoft Copilot and UpSlide can work alongside each other to enhance document creation.
How can I access UpSlide's AI features?
You must have an active UpSlide license to access our AI features. If you’re not an existing user but interested in finding out more – talk to a member of our team today.
Some of our AI features, including the AI Assistant, are in beta mode. This means we’re enhancing the development and perfecting it with a select few clients. If you’re interested in joining our beta program and playing a part in it’s development, reach out to us here.
Are there any more UpSlide AI features coming?
For now, our focus is refining these existing AI features to ensure they provide maximum impact.
Moving forward, we’ll continue developing our offering – speaking with our clients to identify key pain points that we could solve with the power of AI and automation.
To ensure you’re kept in the loop with all UpSlide product updates, subscribe to our quarterly newsletter!
How secure is UpSlide?
Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.
Discover the latest technology and AI news
Read more industry insights and tips for finance professionals looking to explore new technologies.
Discover more about our time-saving automation and AI features
Get in touch today to discover how you can streamline your document creation workflows with UpSlide.
