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UpSlide provides document automation and content management software for financial and professional services teams in Microsoft 365.
UpSlide B2B Case Studies & Customer Successes
Case Studies
Showing 37 UpSlide Customer Success Stories
American Tower achieves accurate, efficient reporting with UpSlide
American Tower
American Tower saves time and improves report accuracy with UpSlide
American Tower
Andres Carcamo Atria
Director, Corporate
BDA Partners saves 21+ hours per user each month with UpSlide
BDA Partners
BDA Partners achieves faster, higher-quality presentations with UpSlide
BDA Partners
Claus Hansen-Damm
Chief Operation Officer
BNP Paribas CIB boosts productivity and brand consistency with UpSlide
BNP Paribas
BNP Paribas creates reports faster with UpSlide
BNP Paribas
BNP Paribas achieves faster reporting and stronger data accuracy with UpSlide
BNP Paribas
Julien Polenne
Head of IB Transformation
BNP Paribas boosts productivity and brand consistency with UpSlide
BNP Paribas
Julien Polenne
Head of IB Transformation
Campbell Lutyens improves document speed and consistency with UpSlide
Campbell Lutyens
Anthea Cumming
Head of Creative Services
Campbell Lutyens achieves faster, more consistent document creation with UpSlide
Campbell Lutyens
Clarksons achieves brand compliance with UpSlide
Clarksons
Clarksons achieves brand compliance with UpSlide
Clarksons
Samantha Cottle
Marketing Director
Coller Capital boosts productivity and streamlines document creation with UpSlide
Coller Capital
Rachel Cormican
Marketing Manager
Colliers saves 28+ hours per month on report creation with UpSlide
Colliers
Jennifer Bailey
Operations Manager, Valuation & Advisory Services
Colliers Saves 28+ Hours Per User Each Month with UpSlide
Colliers
Cushman & Wakefield streamlines valuation reporting with UpSlide
Cushman & Wakefield
Thomas Andrews
Joint State Director NSW
Cushman & Wakefield streamlines reporting and saves time with UpSlide
Cushman & Wakefield
DC Advisory saves time and improves productivity with UpSlide
DC Advisory
DC Advisory saves time and improves deliverable quality with UpSlide
DC Advisory
Virgine Leffort
IT Specialist
Forvis Mazars attracts and retains top talent with UpSlide
Forvis Mazars
Firas Abou Merhi
Head of Financial Advisory Services France
Forvis Mazars attracts and retains top talent with UpSlide
Forvis Mazars
FRP Advisory achieves brand consistency and efficiency with UpSlide
FRP Advisory
Jenna Gadhavi
National Marketing and Communications Senior Manager
a global consulting and advisory firm unifies brand identity and speeds document creation with UpSlide
Global Consulting and Advisory Firm
Greenhill boosts productivity and brand compliance with UpSlide
GreenHill
Greenhill boosts productivity and brand compliance with UpSlide
GreenHill
Meridian Capital cuts pitch creation time by 75% with UpSlide
Meridian Capital
Meridian Capital achieves 75% faster pitch creation with UpSlide
Meridian Capital
Benton Sturt
Director
Park Square Capital achieves faster, more accurate reporting with UpSlide's AI Consistency Check
Park Square Capital
PKF Australia achieves greater accuracy, efficiency, and consistency with UpSlide
PKF Australia
PKF Australia achieves greater document accuracy and consistency with UpSlide
PKF Australia
Alastair Richards
Director
Singer Capital Markets achieves brand consistency and faster pitch deck creation with UpSlide
Singer Capital Markets
Joanna Osborne
Head of Marketing
Thales Group improves data reliability and reporting efficiency with UpSlide
Thales Group
Thales Group improves data reliability and employee satisfaction with UpSlide
Thales Group
David Doucet
Scrum Master, Procurement
TotalEnergies streamlines reporting and improves data accuracy with UpSlide
TotalEnergies
TotalEnergies achieves faster, more accurate reporting with UpSlide
TotalEnergies
Salomé Knafo
Partnerships and Roaming Manager
UniCredit streamlines pitchbook creation with UpSlide
UniCredit
Muge Mentes
Head of CEEMEA Debt Origination
UniCredit streamlines pitchbook creation with UpSlide
UniCredit
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