UpSlide

Thank you Wealth & Finance International for naming UpSlide the “Most Innovative Brand Compliance Automation Solution 2024”⚡ With over 13 years of supporting brand compliance and document creation in financial services, this award underscores our commitment to helping our clients achieve excellence and efficiency in their day-to-day workflows. A special mention to our clients, partners, and the UpSlide team — here’s to many more years of building better documents faster. Discover more about UpSlide for brand compliance: https://okt.to/2Z7Vrg #Finance #SaaS #BrandCompliance #FinancialServices

Looking to save time in your financial reporting workflows? A reporting automation solution may just be for you. But before you invest in reporting automation, it’s key to consider these four factors: ⚙️ Compatibility with your tech stack 🚀 Onboarding employees and change management 🔒 Security and compliance 🪙 Overall budget Once you’ve cracked these, your next reporting automation tool is bound to make an impact within your organisation. Discover our full guide to reporting automation: https://okt.to/w0Z8Rz #financialreporting #corporatefinance #banking #microsoft #excel

We’re on the hunt for a Customer Success Manager to join our growing team in London! If you’re looking for a role with: 🏦 Opportunities to work with leading names in financial services, from KPMG to HSBC and BNP Paribas ⭐ A well-defined career path with ample room for growth 🚀 Comprehensive in-house training and a generous personal development fund Discover our careers page: https://okt.to/AW0NYe #Werehiring #TechJobs #Recruitment

For the last 13 years, we’ve only built features guaranteed to solve core pain points across the finance industry. Our approach to AI is no different. UpSlide’s new AI glossary and AI assistant are guaranteed to enhance slide creation for finance professionals working within PowerPoint. Could your team stand to benefit? Discover more: https://okt.to/3Zvwft #AI #Fintech #Finance #SaaS

Over the summer, all UpSliders had the opportunity to participate in a Summer School organized by our sister company, Institut des Potentiels Humains (IPH).📚 Focused on strengthening our soft skills, and encouraging personal development, these sessions were held around four topics: 📝 Mastering difficult feedback ✅ Developing assertiveness 🤝 Conflict management 🔕 Understanding how to say no at work Thank you to Marie Paindavoine and the IPH team for organising these sessions. Not only do they prepare us better for our day-to-day work, but they also strengthen the bonds between us as a team. If you’re looking for a company that puts employee training and wellbeing first, discover our careers page: https://okt.to/acB6CT #werehiring #recruitment

Should you rebrand, or simply refresh? 🎨 To decide the best route, you'll first need to conduct a brand audit. A brand audit thoroughly examines your brand’s current strengths, weaknesses and improvement opportunities, leaving you ready to refresh or rebrand with maximum impact🔎 Discover our full guide to conducting a brand audit in 7 key steps 👉 https://okt.to/qaSevi #Finance #Rebranding #FinancialBranding

We’re proud to have sponsored the #DEALSOURCING Finance ThinkTank this week in Frankfurt.🤝 It was great to meet so many industry leaders at the heart of Germany’s corporate finance community to discuss new developments within the sector. This year, our very own Jakob Reichmann hosted a workshop on #DealEfficiency and due diligence, alongside Julia Fleissner from Veonet, Daniel Zeiß from Baker Tilly Germany and Matthias Fritzsche from DC Advisory. If you didn’t get a chance to speak to our team at the event, reach out to our team: Vincent Montjoie and Theo Williams. Or discover how UpSlide helps key players in your industry build better documents faster: https://okt.to/9lBKRT #MandA #CorporateFinance #FinancialServices

Are your teams still managing their email signatures by hand? 📧 An external signature management tool can offer a range of benefits for your business, including: ✅ Strengthening your brand image with custom fonts and images ✅ Maintaining legal compliance with pre-approved disclaimers ✅ Maximising the success of your marketing campaigns with team-specific banners To get started, discover UpSlide’s Outlook Signature Manager: https://okt.to/CptPTl

🔎5 things you didn’t know UpSlide could automate in Excel🔎 1️⃣ Audit your workbook for errors, and track precedents and dependents 2️⃣ Instantly apply formulas, like CAGR arrows, to tables and charts 3️⃣ Create Marimekko, Waterfall, and Stacked Waterfall charts in your company branding 4️⃣ Link tables, charts, and text to PowerPoint and update it in seconds 5️⃣ Reduce your file size by removing unused metadata and broken names Find out what else you can achieve in Excel with UpSlide: https://okt.to/mXrJfs #Excel #Productivity #FinancialModeling #Finance

Investment banks roll out new software year-on-year, but how do they choose the right provider? 🤝 Majhon Phillips asks Christina Maddy, Executive Director at Nomura, for her top tips on choosing a new vendor to work with: 1️⃣ Create a checklist of technical requirements 2️⃣ Carry out in-depth background research using Gartner's Magic Quadrant 3️⃣ Ensure your vendors are open to feedback and long-term collaboration Following these key steps will help to ensure your new SaaS investment generates long-term ROI (and won’t gather dust on the shelf) 📈 For more expert advice on choosing software and effectively deploying it, take a look at our blog: https://okt.to/aSm61l #InvestmentBanking #SaaS #Finance