AI Use Cases in Investment Banking
AI in investment banking has moved well past pilots, and most large banks now run it at scale. JPMorgan has rolled out its in-house LLM Suite to more than 200,000 employees. Goldman Sachs is building AI agents with Anthropic for back-office work such as trade accounting and client onboarding. At Morgan Stanley, 98% of wealth […]
AI Use Cases in Private Equity
Most coverage of AI in private equity concentrates on the deal itself, where the excitement is greatest but there’s least proof it reliably works yet. The use cases actually running in firms today are quieter and more dependable, clustered in the document-heavy, recurring work of diligence, portfolio monitoring, LP reporting, and exit preparation. These processes […]
Ways AI Can Support Financial Reporting
A financial report is a production job as much as an analytical one. The numbers have to be gathered from across the portfolio, the commentary written, every figure reconciled against its source, and the whole thing held together through many versions before it reaches an investor. AI has started to take real work out of […]
Benefits of AI in Financial Advisory
If you work in deal advisory, you know the deliverable is the product. A pitchbook wins the mandate, an information memorandum (IM) moves the deal, and a due diligence report tells your client what they’re buying. Each one gets judged the moment it lands, usually against a tight deadline. AI now gets your team to […]
AI Alone Won’t Build Your Pitch. Here’s What Will.
AI assistants like Claude, ChatGPT and Copilot are transforming how financial services teams build key documents. Firms are at different stages of adoption today, but within 12 months, most will have embedded at least one for every employee. The benefits are real for financial services. Faster drafts, deeper analysis, less time orchestrating information and more […]
UpSlide: From AI Drafts to Client-Ready Documents in Financial Services
The AI-powered stack for financial services is starting to take shape. AI is already changing how teams build presentations, reports, and models. What used to take hours can now take minutes. A first draft can be produced more quickly and developed with far less friction than before. That shift is real, and it matters. But […]
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 […]
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 […]
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 […]