UpSlide B2B Case Studies & Customer Successes

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UpSlide believe finance professionals deserve a better future. So that’s what they’re creating. UpSlide helps companies build better presentations and reports in Microsoft 365 faster, freeing teams to focus on work that really matters. For over 12 years, financial services companies in over 60 countries have been trusting us to help them boost efficiency, brand consistency and employee satisfaction.

Case Studies

Showing 19 UpSlide Customer Success Stories

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American Tower saves time and improves report accuracy with UpSlide

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BDA Partners achieves faster, higher-quality presentations with UpSlide

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BNP Paribas achieves faster reporting and stronger data accuracy with UpSlide

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BNP Paribas boosts productivity and brand consistency with UpSlide

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Campbell Lutyens improves document speed and consistency with UpSlide

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Clarksons achieves brand compliance with UpSlide

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Coller Capital boosts productivity and streamlines document creation with UpSlide

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Colliers saves 28+ hours per month on report creation with UpSlide

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Cushman & Wakefield streamlines valuation reporting with UpSlide

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DC Advisory saves time and improves deliverable quality with UpSlide

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Forvis Mazars attracts and retains top talent with UpSlide

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FRP Advisory achieves brand consistency and efficiency with UpSlide

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Greenhill boosts productivity and brand compliance with UpSlide

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Meridian Capital achieves 75% faster pitch creation with UpSlide

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PKF Australia achieves greater document accuracy and consistency with UpSlide

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Singer Capital Markets achieves brand consistency and faster pitch deck creation with UpSlide

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Thales Group improves data reliability and employee satisfaction with UpSlide

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TotalEnergies achieves faster, more accurate reporting with UpSlide

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UniCredit streamlines pitchbook creation with UpSlide

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