3 Ways to Achieve Faster Financial Document Generation

In the competitive landscape of the financial services industry, the way your business builds and distributes documents has a significant impact on overall business success. Whether conveyed through a pitchbook, email correspondence, or your website, the quality of client and prospect engagement hinges on the standard of your documentation. A subpar deliverable could tarnish the […]
How To Reduce Excel File Size in 8 Easy Ways

Florence, UpSlide’s Senior Consultant and Excel expert, has a few easy hacks up her sleeve to reduce your Excel file size within seconds. Whether you follow the steps in chronological order or pick one to solve your issues, by the end of this guide, you’ll certainly have a lighter Excel file size! Why is My Excel File […]
4 Effective Ways of Connecting Power BI to PowerPoint

More and more financial professionals have been adopting Power BI, the Microsoft software that is revolutionizing data analysis for decision-making. With Power BI, teams can access interactive online dashboards, also known as dynamic reports, that allow them to explore their company’s data securely. Nevertheless, the use of static reports is still necessary when it comes […]
How to Become B Corp Certified: Lessons From UpSlide

Looking to become B Corp Certified? You’ve come to the right place. In November 2022, UpSlide proudly joined the B Corp community. Now, we want to help other companies reach their sustainability goals and create a better future for businesses, people, and the planet. Read on to discover how to become B Corp certified: from […]
6 Steps to Select the Best Productivity Tool

The never-ending quest for performance and profitability, coupled with increased competition, is pushing companies to digitalize by using productivity tools that allow them to organize, process – and even automate their teams’ workflows better. Faced with an explosion in the choice of productivity software and applications, it is becoming very difficult to choose a tool […]
How to Strengthen Your Company’s Management Strategy

Crises are not only pivotal moments for a company – but also for their leaders. Questioning oneself on a daily basis, making tough decisions and monitoring extraordinary team efforts generates a mixture of feelings from fear, to gratitude, and even excitement. In the current context, strengthening the company’s management strategies is crucial to ensuring the […]
UI Design: How to Redesign the Interface and UX

Icons are everywhere in our daily lives: applications, software, websites, etc. These pictograms or simple images allow us to easily navigate and interact with a graphic interface. In 2019, Microsoft decided to rework its logos to enhance user experience on Office 365, which is intended to be simpler and more collaborative. We decided to do […]
How To Work From Home Efficiently With UpSlide

Today, everyone has to adapt their working methods, starting with enabling remote working within the organization. At UpSlide, we remain at the service of our users whom are always looking to be more productive by giving them quick tips on how to benefit from UpSlide at home. If you are an UpSlide user working remotely, […]