Free your team from frustrating, repetitive tasks so they can focus on more fulfilling parts of their job
Use document automation with repetitive tasks like sourcing content, updating data and formatting slides
Ensure that data, and content such as tombstones, are on-brand and up-to-date across all presentations
Creating great pitchbooks is hard. Strict deadlines, multiple revisions and the pressure of ensuring brand compliance make it even tougher. That’s why investment bankers rely upon UpSlide’s document generation software to help them build more impactful deliverables faster, in Microsoft Office.
No matter how many links you have in your presentation, you can update all of them in a single click.
Filter and select the relevant, up-to-date credentials for your pitchbooks and proposals.
Choose your preferred format: a tombstone, detailed case study or simple logo, and then perfectly arrange on your slides within a few clicks.
Audit your pitchbooks and proposals with a single click.
Identify errors such as outdated content, incorrect fonts, misaligned shapes or empty placeholders, and fix them instantly.
Instantly apply your graphic charter to Excel tables and charts with a single click, to ensure brand consistency across all deliverables.
Every new chart created will automatically comply with your company’s brand guidelines.
Find out how analysts and associates at BNP Paribas are eliminating manual, repetitive tasks with document automation software, so they can focus on higher-value, more rewarding work.
UpSlide has streamlined our daily actions in Microsoft Office. Whether it be making sure content is consistent or increasing productivity, there’s a lot that UpSlide can be thanked for.
UpSlide is mainly designed for teams who frequently use the Microsoft Office suite, and in particular investment banking teams. Most of their time focuses on creating PowerPoint presentations featuring complex Excel models.
Our users are saving a significant amount of time on document creation.
Over the first three months, they estimated UpSlide is saving them 23% of the usual time spent per month on creating these documents – a saving of 5 hours per month per user.
