Case Study: DC Advisory saves time and improves deliverable quality with UpSlide

How DC Advisory helps its bankers save time and work smarter every day

DC Advisory, an international investment bank, faced a challenge with its bankers spending excessive time on manual, low-value tasks like formatting Excel spreadsheets and PowerPoint presentations, which detracted from their core advisory work. To address this productivity drain and improve the consistency of their client deliverables, they sought a solution to automate these processes within Microsoft Office and implemented UpSlide, a branding and productivity solution.

The UpSlide solution provided features like an Excel to PowerPoint Link and a centralized content Library, which automated updates and ensured brand consistency across all documents. This implementation saved the bank over five hours per user per month, with half of that time saved coming from the linking feature alone. The results included a significant increase in employee satisfaction and the ability for bankers to redirect saved time into higher-value work for their clients, making UpSlide an indispensable tool for the firm.

DC Advisory

Virgine Leffort

IT Specialist