Access Branded Content from Within a PowerPoint, Excel, and Word Library
Eliminate Inefficiences
Enable teams to cut document creation time in half by instantly accessing quality corporate content.
Strengthen Brand Identity
Guarantee documents remain brand consistent and compliant across your organization.
Win More Business
Ensure all client-facing deliverables are optimized for maximum impact.
Streamline Document Creation With Best-in-Class Slide Management Software
Library suggestions
Enable client-facing teams to share feedback on your Library content, ensuring it’s compliant and relevant.
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New
Linked Slides
Easily manage content by editing a source slide and seeing changes automatically reflected across all linked decks.
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New
Locked Slides
Choose whether to lock business critical slides to prevent unwanted or non-compliant edits.
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Library Tags
Categorize Library content to filter, access and audit materials even faster.
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Module
Logo Finder
Easily source thousands of up-to-date corporate logos from within PowerPoint.
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How Financial Services Use the Content Library
- Investment Banking
- Advisory
- Asset Management
- Private Equity
- Financial Reporting
Filtering Content for Deal Types
Investment banks use UpSlide’s Content Library to store up-to-date templates, slides, and disclaimers that are frequently used when building pitchbooks and information memorandums.
Plus, they tailor their Library set up to suit their individual team dynamics, so bankers can filter content by the type of deals they work on.
Storing Default, Standardized Templates
Advisory firms frequently use the Content Library to store default templates for different report types, such as Executive Summary, Financial Analysis, Due Diligence templates.
Their teams use these templates as the cornerstone of new projects.
Ensuring Brand and Legal Compliance
Asset Management firms use our Content Library to ensure brand consistency, providing their teams easy access to marketing-approved content.
Plus, they leverage our Locked Slides functionality to amend authorization on content modifications, ensuring compliance.
Reducing Time Spent Customizing Decks
Our clients in private equity minimize the time their relationship and portfolio managers spend customizing decks with the Content Library in PowerPoint, Word and Excel.
They leverage our compliance features, like Locked Slides, to prevent unwanted edits to materials.
Making Recurring Reports Faster
Reporting teams in global businesses use our Content Library to add final branding touches to their reports once the data is finalized, efficiently sourcing company-branded icons, logos, and flags.
UpSlide’s Content Library helps junior bankers find the ‘latest and greatest’ best-practice templates from within PowerPoint, to ensure this level of quality is maintained across all deliverables.
Ruari Sinclair, Vice President, BDA Partners
UpSlide’s Content Library has enabled us to standardize marketing materials across our global business. We now have company-branded slide decks, templates, images, icons and assets stored in one centralized place that are readily available for our teams to use.
Samantha Cottle, Marketing Director, Clarksons
The Content Library saves time by allowing us to access the templates we need within Microsoft 365.
Alaistair Richards, Director, PKF
Our Microsoft 365 Expertise
helping teams work better in Microsoft 365
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The Most Efficient Way to Store Content Across Your Entire Business
