How UniCredit streamlines pitchbook creation with UpSlide
Team
Financing and Advisory
Industry
Investment Banking
3+
years with UpSlide
Most used features
Objective
UpSlide should result in shorter working hours, or at least more productive ones.
Our teams are happier when they’re being productive, doing high-value work and learning, instead of formatting and copy-pasting.
Context
UniCredit’s Financing and Advisory division provides simple access to capital raising, financing and advisory services for international clients.
Their teams spent a lot of time creating pitch decks, and management became concerned about the inefficiencies of this heavily manual work.
Challenge
- Productivity
Too much time was spent on manual, repetitive work such as sourcing relevant content, updating data and formatting. Work was often duplicated unnecessarily.
- Accuracy
These constant manual updates introduced the potential for human error, especially in such a fast-paced environment.
- Satisfaction
Too long spent on these lower-value tasks meant less energy and time for more creative, challenging work, which not only adds value to clients but is more fulfilling for bankers.
Job title and project role
How does UpSlide help you?
Peter Dieler
Associate Director, DCM
Most-loved features
Excel to PowerPoint or Word Link
Dynamic Tombstones Library
Content Library
Job title and project role
We ran an exhaustive analysis for possible solutions in the market and UpSlide came out as best-in-class.
How did you find working with UpSlide?
“The UpSlide team were able to understand the needs and priorities of each team, which meant everything they presented was very relevant.
The team were also very available, and the bank felt fully supported throughout. Sometimes complex projects like this can take some time, but the team maintained the same momentum and energy throughout.”
How is UpSlide helping?
Unlocked efficiency
Centralisation of content
Improved quality
Job title and project role
What are the strengths of the UpSlide application?
- Ability to host ourselves
“It was great to have the app run on PC and not some network or cloud service; this sped up the process of getting approval and understanding what the app does. Being able to store library content on our own SharePoint servers is a huge plus.”
- Reliability and ease of maintenance
“The UpSlide application is very reliable. It sets a high bar for other applications.”
- Close alignment with Microsoft Office applications
“This meant most of the components were already on the machines. When we package the application, there can be issues with dependencies; in this case, we only had to worry if the user had MS Office, and most did.”
How did the UpSlide team make your job easier?
Excellent communication throughout
Responsive and effective solutions
Support throughout the security process
Job title and project role
How did the UpSlide team make your job easier?
- Professional project management
“Our weekly meetings were very structured and productive, and you really got the sense that the team were very well aligned – each person always knew exactly what the other was doing.”
- Agility and problem-solving mindset
“As often happens with projects like this, some hurdles arose along the way. One example: realising we had an old version of SharePoint. The team were very solution-focused and responded quickly with a viable workaround which kept the project on track.”
- Impactful user training sessions
“The UpSlide team ran several sessions for both users and admins based across Europe. They were very well structured, tailored to the teams’ needs and very practical; the users were very happy and were able to get to grips with their new tool quickly as a result.”
Daniela Asam
Swipe
The UpSlide project
The UpSlide project team worked closely with UniCredit to ensure the tool was fully customised to the needs of their teams.
“The software itself was great, but the biggest positive was that UpSlide spoke our language. They were able to interpret what users needed, even if the users didn’t articulate it explicitly; they really understood what we needed to automate,” according to Tanu Tuli, Digital Transformation CDIO CIB.
They also worked closely with UniCredit’s IT team to ensure their strict security criteria were met and with Central Marketing to ensure the compliance of branded templates.
We ran an exhaustive analysis for possible solutions in the market and UpSlide came out as best-in-class.
It’s going to be a real game-changer for us.
Muge Mentes
Head of CEEMEA Debt Origination
Partnership with UpSlide
“Often, people want to talk, but UpSlide wanted to listen. They were able to really understand our use cases from early on and were committed, proactive and solution-focused from the outset.”
Tanu Tuli, Digital Transformation CDIO CIB
Impact
Productivity
“UpSlide streamlines our processes to generate efficiencies, not just within teams, but across them. As more teams get access, the value-add will become huge. Now teams have easy access to content via the Library, and receive materials from colleagues in a consistent format, it will eliminate unnecessary email chains and the duplication of work.”
Quality
“Firstly, UpSlide improves the accuracy of our deliverables by automating manual updates to reduce errors.
But more importantly, the time saved can be spent on idea generation and adding more value for our clients.
We’re in the 21st century; things should work like they do with UpSlide. It’s a great tool; I’m really glad we’re using it.”
Satisfaction
“These efficiency gains will not only benefit our clients, but they will also unlock energy and potential within our teams for creative thinking.
This is much more fulfilling for our bankers, especially juniors, who feel like they are developing new skills and being more productive with their time.”
