Best AI Document Review Tools for Financial Services: Choosing the Right Solution in 2026
Financial services teams live in a world of perpetual document production. Whether it’s pitch decks for investor meetings, quarterly reports for stakeholders, or investment memos for decision-makers, the volume is relentless. These documents don’t just need to be created – they evolve rapidly, often going through dozens of iterations as deals progress, numbers update, and […]
The Ultimate Guide to the Best AI Solutions for Financial Services
Artificial intelligence has moved from experimentation to expectation across financial services. Teams in investment banking, advisory, private equity, and asset management are under pressure to deliver more, faster, with fewer mistakes. Meanwhile, regulators, clients, and internal leadership expect airtight accuracy and clear audit trails in every interaction. This shift is driving firms to invest in […]
UpSlide AI: Ending the Reviewing Bottleneck in Microsoft 365
Since ChatGPT’s launch, financial and professional services firms have been embracing AI to accelerate research, modelling, and drafting of pitchbooks, due diligence reports, investment memos, and more. Financial regulators are reporting a 29% increase in AI adoption since 2022, with 75% of firms now using it and another 10% planning to within three years. But here’s […]
Growing Pains in Accounting and Advisory: Challenges and Solutions Across the Sector
Accounting and Advisory firms face a number of challenges today: fiercer competition on deals, quicker turnarounds expected on RFPs, and higher expectations on document quality. Strategic growth fuelled by mergers is reshaping the landscape, and as a result, the Big Four (EY, KPMG, Deloitte, and PwC) are moving aggressively into the middle market, meaning smaller […]
The Pitchbook Evolved: 3 Tips to Help Investment Banks Beat the Competition in 2025
The competition landscape in investment banking is tougher than ever before. In the wake of reduced capital markets activity post-pandemic, firms of all sizes found themselves going head-to-head on mandates and RFPs, with bulge brackets facing competition from boutiques and even financial advisory firms. However, with M&A activity predicted to rise 10% in the year […]
Increasing Productivity in Banking: Insight from Dealmakers and Operational Leaders
Operational inefficiencies have been an ongoing challenge for the investment banking sector for years. A 2019 study by UpSlide, in partnership with the CSA, revealed that 86% of bankers felt low-value tasks in Microsoft 365 detracted from their core business functions. Alarmingly, this trend persists. Recent findings from an UpSlide and Williams Lea report show […]
Build vs Buy: Why Investment Banks Are Choosing to Purchase Software
Providing your teams’ with cutting-edge software is necessary to stay ahead of the competition and maximize business performance. Whether it’s generative AI, document automation or advanced data analytics, demand for such technology is high, bringing a critical question to the forefront: how are firms approaching the build vs buy debate? Read on to learn more about […]
Investment Banking Software Implementation: Challenges and Strategies
Discover expert insights from 600+ IT leaders as they reveal how they tackle change management challenges, optimize ROI, and ensure smooth implementation of new software. An Introduction to Software Implementation in Investment Banks Effective software implementation is crucial for safeguarding financial performance, maintaining a competitive edge and generating a return. However, many banks are struggling […]
Investment Banking Software: How to Choose the Right Solution and Effectively Deploy It
When your firm is looking at investing in new tech, how do you choose a solution that will deliver long-term value to your teams? We surveyed over 600 IT and Transformation professionals in global investment banks to find out how they’re approaching strategic tech investments in 2024 and beyond. Read on to find out how […]
5 Ways to Make Beautiful Financial Charts and Graphs in Excel
Financial charts and graphs are the foundation of every pitchbook and report in the industry. To present data as clearly as possible for your clients and stakeholders, it’s vital to create Excel graphs and charts that help you tell impactful stories with your data. In this blog, we share our top tips on how to […]