Case Study: UniCredit streamlines pitchbook creation with UpSlide

How UniCredit streamlines pitchbook creation with UpSlide

UniCredit's Financing and Advisory division faced significant inefficiencies in its daily operations, as teams were spending excessive time on the manual and repetitive work of creating pitchbooks. This process, which relied heavily on copy-pasting and formatting, was slow, prone to human error, and led to low employee satisfaction among bankers who were unable to focus on high-value work. To address these challenges, the company turned to UpSlide to help digitalize and streamline their document workflow.

By implementing UpSlide, UniCredit's teams utilized features like the Excel to PowerPoint Link and a Dynamic Tombstone Library to automate data updates and ensure access to branded, up-to-date content. The solution, which was seamlessly integrated into their Microsoft 365 environment, resulted in dramatically increased efficiency, improved accuracy of deliverables, and enhanced collaboration. UpSlide freed bankers from tedious tasks, allowing them to concentrate on creative idea generation and more rewarding work, which significantly boosted overall productivity and employee satisfaction.

UniCredit

Muge Mentes

Head of CEEMEA Debt Origination