31 | Wealth & Finance Fintech Awards 2024 Jul24071 Most Innovative Brand Compliance Automation Solution 2024: UpSlide Microsoft 365 is a suite that has unquestionably transformed how individuals and brands alike approach documentation, brand consistency, and productivity. As a conduit for immense potential, there have been those who have sought to harness Microsoft 365’s capabilities in order to elevate the experiences of companies and brands across the globe, yet no collective has managed to do so to the impressive level presented by UpSlide. Recognised by some of the world’s most notable financial and professional services firms, UpSlide combines its expertise as a Microsoft Solutions Partner to improve clients’ document creation workflows and brand compliance, and we take a closer look at how it does so below. Defined by many discerning clients as the leading document automation and brand compliance solution for financial professionals in Microsoft 365, UpSlide is a thirteen-year-strong collective that has leveraged its experience and knowhow to make a tangible difference in the world of financial and professional services. Helping clients such as KPMG, UniCredit, BNP Paribas, Santander, and more, the company focuses on boosting productivity and enhancing brand consistency across their respective deliverables, be it in PowerPoint, Excel, Word, Power Bl, or Outlook. To do so, UpSlide automates low-value-added tasks within Microsoft 365, helping financial professionals maximise the impact of their projects and save valuable time that can instead be dedicated to decision-making and fostering client relationships. Using UpSide, financial services professionals can save up to 28 hours per month when creating documents. This is thanks to innovative features, such as automated templates for pitch books and due diligence reports, one-click data updates and advanced financial modelling tools. As a result, businesses can better manage their document and report creation, without having to fret about manual, repetitive work causing human errors or graphic inconsistencies. Julien Villemonteix, CEO at UpSlide, goes on to detail how – “We built UpSlide to help people work better, but we also see our role going beyond that of a software provider. We act as trusted advisors to our clients and have built a team of in-house experts, including implementation, change management, design, training and technical support, to ensure every project is fully tailored to each firm’s specific needs.” The company’s 98% renewal rate further reflects its clear focus on the financial services sector and its requirements, which has enabled it to retain its position at the forefront of the market. As an industry, finance demands pinpoint accuracy, and meeting this expectation can come with interruptions and roadblocks that are difficult to overcome alone. It’s for this very reason that UpSlide sought to step up and lend a helping hand. By remaining diligent and attuned to industry developments and client feedback, UpSlide’s team is able to continuously implement new functionality and processes, while still upholding what companies admire most about its suite. As an example, the company will soon release a number of PowerPoint AI-enhanced features tailored to the financial services industry and its workflows. In short, UpSlide has become a unanimously trusted advisor in its sector, with many praising its ability to seamlessly respond to the needs of the financial industry through its inspired range of essential productivity and brand compliance solutions. Where most would be satisfied with assisting clients in their pursuit of success, UpSlide is committed to taking things one step further. As a Certified B Corporation, it recognises that it not only has a responsibility to its customers, but also to the wider world around it, and it’s this very understanding that has enabled the continuous implementation of sustainable and conscious practises. Truly, UpSlide has triumphed in having a positive social impact, and it’s certainly a refreshing sight to see. The FinTech Awards 2024 is Wealth and Finance International’s platform for those who have demonstrated an outstanding talent for pairing finance with technology. Seamlessly uniting both to drive optimal automation for its clients is UpSlide, whose impact will surely continue to ripple across the industry as technology proceeds to evolve. We look forward to seeing how future advancements inspire UpSlide to forge even more exemplary solutions. Contact: Giorgia Guantario, Interim Head of Marketing Company: UpSlide Web Address: https://upslide.net
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