UpSlide

Document automation is no longer a nice-to-have—it’s an essential tool for firms looking to grow 📈 How much of your team's time is wasted on repetitive, manual tasks in Microsoft 365? Hours can be lost sourcing tombstones, amending formatting and ensuring documents are client-ready. But what if you could streamline this process and free up your teams to focus on work that’s more fulfilling for them, and more impactful for your firm? UpSlide automates document creation with one-click solutions, so your teams can create better pitchbooks, IMs and P&L reports in half the time ✨ Discover how 👉 https://okt.to/zYGrJu #DocumentAutomation #FinanceInnovation #UpSlide

What could a career at UpSlide hold for you? 🔍 We’re hiring for a number of roles across our five global offices as we continue our steady growth. That's why we’re sharing our candidate handbook to provide some insight on what you can expect when joining the UpSlide team. Have a scroll to discover more about: 💎 How our values impact how we work as a business 💚 UpSlide's positive impact mission 📈 What growth looks like as an UpSlider Want to find out more? Reach out to our Talent Acquisition team Misbah Manjra and Andrea P.. Discover all open roles: https://okt.to/NgbOHJ #TechJobs #WereHiring #JoinOurTeam

That's a wrap for this year's World Finance Forum in Singapore! It was a fantastic opportunity to discuss the future of FP&A with 150+ finance leaders from innovative companies, such as Microsoft, Chevron, and Hitachi Energy. Here are a few of our highlights: 1️⃣ Dimple Lalwani, Pankaj Kabra, and Steph Tan's insightful session on optimising FP&A processes to drive growth 2️⃣ Rachit Singh, HyunSung Park and Haider Manasawala’s dynamic panel discussion on the importance of relationship-building 3️⃣ Alison Bertholon, Timothy Mhagama and Pankaj Kabra's exploration of attributes that define impactful CFO leadership We’re looking forward to what the future in finance innovation holds! Find out how UpSlide helps automate workflows for financial reporting teams: https://okt.to/vofRCh #WorldFinanceForum #AI #Finance

Is your firm planning or undergoing a rebrand? It’s not too late to sign up to our webinar: Rebrand into a Global Financial Powerhouse 🌎 We'll be hosting an expert panel session with marketing leaders from Clearwater and Coller Capital, on how to: ✅ Carry out an in-depth brand audit that sets your rebrand up for success ✅ Safeguard brand equity and boost customer loyalty ✅ Ensure a seamless global rollout that guarantees high adoption from day one 📅: October 30th ⏰: 11am (EDT) / 3pm (GMT) Sign up now to plan, co-ordinate and deliver your rebrand with confidence 👉 https://okt.to/CfEhak #Rebrand #FinancialBranding #GlobalRebranding

Earlier this week, we hosted an intimate event in #NewYork on a key topic: maximising banker efficiency with software investment strategies.📈 It was a great opportunity to catch up with long-standing clients, discuss the research from our recent Investment Banking Software report, and forge new relationships across the investment banking sector. The evening was full of highlights, including: 🎙️ A keynote speech from our very own Majhon Phillips, discussing UpSlide’s research on the challenges and strategies around software investments within investment banking 🔍 A deep dive from our partner, Williams Lea, into the differing perspectives of operational leaders vs. junior bankers 💭 A hot seat Q&A with Christina Maddy, Executive Director at Nomura, who shared valuable insights on how to truly understand your bankers' workflows and needs, and use this to get buy-in on your software purchases Thank you to everyone who attended, we hope to see you soon! If you want to find out more about the research we shared, discover the full Investment Banking Software report: https://okt.to/gfTL89 #investmentbanking #fintech #software

Is your brand ready to be redefined? ⚡ Discover our Rebranding Playbook—a step-by-step guide to reinventing your brand identity. 📘 Featuring insights from UniCredit, Singer Capital Markets, Forvis Mazars, Apax and Forensic Risk Alliance, you’ll learn: ✅ How to map out your rebrand mission, create your new brand identity, and measure success ✅ The crucial role of internal adoption and how to achieve it ✅ Expert tips from marketing leaders who’ve successfully rebranded their financial and professional services firms Looking to learn more? Discover our financial branding hub for more expert strategies 👉 https://okt.to/439h02 #Rebrand #Rebranding #FinancialBranding

Are your analysts still spending days crafting pitches in PowerPoint? ✍️ Leading finance firms are saving hours and closing more deals by automating manual tasks with one-click solutions. Read the full guide to start transforming your team’s efficiency 👉 https://okt.to/luyPWs #BankingInnovation #PitchbookAutomation #InvestmentBanks #Pitchbooks

We’ve been using Azure App Services for a long time at UpSlide, but it’s time for some exciting news - we’ve moved to Azure Container Apps! 🎉 Now, our dev team can bring you the latest updates in even less time, thanks to: ✨ Automation: No more manual updates. 👍 Reliability: Consistent, reliable deployments with ‘Revisions’. ✅ Efficiency: Easy, risk-free redeployment. This change guarantees a stable, secure release process for all UpSlide’s endpoints. Special thanks to Clément Martinez, with the help of Clément Michel and Fabien SINQUIN, for giving us a behind-the-scenes look in their latest piece in dev.to: https://okt.to/y8nkZS Visit our knowledge hub for more efficiency tips and tech insights: https://okt.to/Mi70qu #TechInnovation #AzureContainerApps #UpSlide #Microsoft365 #Deployment

It’s time for part two of our UpSlide seminar round-up!☀️ After our workshops in Paris last month, all UpSlide teams headed down to the South of France to enjoy some much-needed downtime and celebrate our growth over the last year. With now over 165 UpSliders around the world, we’ve come a long way since Antoine, Philippe, and Julien set up the first UpSlide office back in 2011. Swipe to see the highlights of our time together in Giens.😎 If you’re looking to play a part in UpSlide's next phase of growth, check out our careers page: https://lnkd.in/eMeNFya3 #recruitment #werehiring #SaaS #techjobs

Struggling to align multiple identities of your firm’s brand? 🎨 Whether you’re rebranding post-merger or unifying multiple subsidiaries, join us for our upcoming webinar: Rebrand into a Global Financial Powerhouse 🌎 Kathryn Small, Marketing Consultant at Clearwater, will reveal how to: ✅ Maximise your budget and choose the right third-party support ✅ Align your visual identity with your brand's mission ✅ Roll out your rebrand and ensure global cohesion Sign up to watch live or on-demand 👉 https://okt.to/t9oQi5 #Rebrand #FinancialBranding #GlobalRebranding