Knowledge Hub • UpSlide

The next step in UpSlide’s journey: welcoming Partech

Earlier this year, we decided to embark on a new phase of our journey and welcome a minority investor to UpSlide. After...

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...

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 reinvent the way we work.

How to manage email signatures in Outlook

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

Our take on Microsoft Build 2023

This year’s Microsoft Build was arguably one of the most awaited to date. Just a short few months after the announcement...

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 this revolutionary...

New feature round-up: Edition #7

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

Making our mark: going beyond B Corp

In case you missed it, we officially became B Corp Certified at the end of last year! This achievement is a testament...

4 effective ways of connecting Power BI to PowerPoint

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

How to B better: a guide to becoming B Corp Certified

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

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 to open or save, so everything...

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 features...

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 wake of COP27, the world has been...

How to Export Power BI to Excel

Why do we need to export data from Power BI to Excel? Power BI, the solution developed by Microsoft, allows you...

How to link Excel to PowerPoint

Why do we need to link Excel to PowerPoint? As a finance professional, the majority of documents you produce will...

What bankers really want… from the bankers themselves

We spoke directly with those on the front line – the bankers themselves – to find out what will really keep...

New feature round-up: Edition #5

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

4 tips for a smooth transition to Power BI

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

Banker Burnout Report: A Temperature Check

Banks have responded to banker burnout by overhauling traditional work practices and boosting salaries, but is...

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

Understand the importance of document security and ways to ensure your teams are working safely in Microsoft Office.

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 more interactive...

8 powerful PowerPoint tips to avoid easy mistakes

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

How to reinvent your brand: Lessons from DC Advisory

Watch this on demand webinar to get actionable advice from DC Advisory's senior marketers, who recently reinvented...

The Rebranding Playbook 2022

Get a step-by-step guide to successfully rebranding your business, with useful insights from marketing leaders...

Power Query: the 2022 definitive beginners’ guide

Ever wondered what the Microsoft Office add-in Power Query is and how it works? If so, you have come to the right...

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 how it is perceived...

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 powerful...

4 mistakes to avoid with your rebrand launch

Embarking on a rebrand is one thing; making sure you have a successful launch is another. How do you make sure...

7 ways investment banks are improving junior banker retention

Investment banks are currently experiencing the busiest time the industry has ever seen, bringing in over 33 billion...

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 before, using reliable...

New feature round-up: Edition #4

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

5 steps to building a user-friendly PowerPoint template

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 months...

8 ways to make beautiful financial charts and graphs in Excel

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

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 MIT and Harvard[1] shows that...

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 Banks but also...

How to Cut Pitchbook Creation Time in Half

Watch our recent webinar to discover how analysts at BNP Paribas and Mazars streamline their pitchbook creation...

New feature round-up: Edition #2

Welcome to our summer feature round-up! Our developers have been working hard to bring you two new features, Linked...

New feature round-up: Edition #1

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

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 partner capable of...

Top 6 Excel financial functions

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

6 steps to select the best productivity tool

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

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

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

6 steps to launching our new visual identity

UpSlide has a new look! After having guided many of our customers through their rebranding projects, it’s...

Top 3 productivity tips to become an Excel champion

Microsoft Excel is used by more than 750 million people around the world but only 5% really know how to use its...

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, the widespread...

How to strengthen your company’s management strategy

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

16 basic Excel tips

When working in finance, Excel is such a powerful tool when it comes to manipulating and displaying data to make...

UI design: how to redesign the interface and UX

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

How to work from home efficiently with UpSlide

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

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 seconds, easily navigate...

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 companies,...

10 PowerPoint productivity tips and tricks

Love it or hate it, PowerPoint is essential when it comes to business presentations. Whether you’re creating...

The 7 most epic Excel creations ever

Microsoft Excel may only be 30 years old but it feels like its been around forever and rightly so. Whether it's...

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