AIS-Jul25190 Best Financial Services AI Automation Solution 2025: UpSlide Teams across the country face mounting pressures to deliver high quality documents at speed, yet many are still held back by manual processes and fragmented tools. The time lost to formatting, version control, and inconsistent branding adds up fast, draining resources and disrupting workflows. UpSlide integrates directly into Microsoft 365 to solve these challenges at the source. With intelligent automation and brand compliance built in, it helps teams produce polished, accurate deliverables faster – reducing friction, improving consistency, and freeing up time for strategic work. We caught up with CEO Julien Villemonteix below, as UpSlide is named in the FinTech Awards 2025. Located in Paris, UpSlide is an AI-powered, document automation and brand compliance software built within Microsoft 365. The company has developed a solution specifically for the financial and professional services industries, with the primary purpose of helping teams create accurate, brand compliant documents more efficiently. Trusted by firms of all sizes, from scaleups and industry leaders, UpSlide’s expert consultants and client success managers work closely with each firm to provide hands-on implementation, tailored training, and long-term support. UpSlide began in 2011 with two consultants, Antoine Vettes and Philippe Chazalon, who were frustrated by how much time was spent on repetitive, manual work. They set out to rethink how professionals use Microsoft 365, developing a tool that would let people focus on the work that really matters. Over the years, UpSlide has grown from an idea into a platform used by financial and professional services firms worldwide. The company continues to develop features that respond to real challenges, with its most recent feature releases including embedded AI tools and Track Changes for PowerPoint, designed to support both document creation and reviewing. “We don’t do plug-and-play rollouts,” Julien told us. “Instead, we work closely with each client to understand their workflows, goals, and change management needs with tailored implementation plans. From day one, they’re supported by a dedicated team of in-house experts who oversee the entire process, from scoping and training to continued usage. Ultimately, the most important thing to us is quality – not just of our product, but also of how we show up for our clients. We believe in thoughtful, well-paced rollouts, expertled support, and a genuine long-term partnership mindset. That’s how we maintain a 4.86/5 CSAT score and a 98% renewal rate.” At the core of UpSlide’s success is its people, the driving force behind the company’s product quality and service excellence. As a scaling business, UpSlide is committed to delivering a premium experience, made possible by a team that embodies its core values of excellence, trust, and happiness at work. These principles shape every aspect of the company’s culture, from client support to internal collaboration. By fostering an environment where individuals can grow and thrive, UpSlide ensures that workplace wellbeing translates directly into high quality output, long-term retention, and strong client relationships. Externally, the company makes the market a priority. Its team works closely with clients and partners to understand their evolving needs, fostering a strong feedback culture where new features are regularly tested and refined. UpSlide also utilises a wide network of partners, gaining invaluable industry insights that help shape product roadmaps. From collaborating on feature releases to working alongside firms to share insights, UpSlide masterfully adopts a range of perspectives to form a holistic view of the market and its needs. Beyond reacting to market shifts, UpSlide spends equal time investing in understanding them. Through independent research, such as reports on investment banking burnout and the financial advisory landscape, the company identifies trends early and translates them into actional guidance and product evolution. With such an all-encompassing approach to navigating the market’s evolving landscape, UpSlide views itself not just as a provider, but as a trusted provider assisting its clients to stay ahead. Looking ahead, AI is a primary focus for UpSlide in the coming years. Having already established itself as a leader in automation and brand compliance, the company is now shaping a roadmap to also lead the field of AI-powered productivity. One key area the team will be addressing is the growing strain on senior reviewers, caused by the surge in deliverables. Ultimately, UpSlide aims to ease that pressure by implementing practical, intelligent tools such as Track Changes and beyond. “The rest of 2025 and the years ahead are about building on what we already do best through new features and resources for our clients,” Julien explained. “We will continue delivering UpSlide as a premium product and high quality service that our clients rely on but will also be exploring how we can extend that same value to the broader professional services space.” Contact: Julien Villemonteix Company: UpSlide Web Address: www.upslide.net
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