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 […]
How to Convert PDF to Excel: A Guide for Finance Professionals
You’ve just received the client’s statutory accounts. All 15 entities. All in PDF. Your financial model is half-built, the deadline is tomorrow, and you need those numbers in Excel immediately. While the phrase “convert PDF to Excel” might sound like a five-second task, anyone who works with complex financial documents knows the reality is messier. […]
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 […]
The Best PowerPoint Add-Ins for 2025: The Ultimate Guide
Let’s dive into the realm of PowerPoint add-ins, including free and paid options, so you can choose the perfect time-saving solution for your firm’s needs. PowerPoint Add-Ins: Everything You Need to Know Microsoft provides a robust suite of tools within PowerPoint that cater to a variety of needs and use cases. However, the native software […]
Increase Return on Software Investments: The 2025 Guide for Financial Services
As we approach 2025, the financial services industry is doubling down on software investments to enhance workflow efficiency. From generative AI to document automation and advanced data analytics, 100% of IT leaders said they’ll invest in new tools to drive productivity and innovation next year. But these investments come with mounting pressure to quickly deliver meaningful […]
Build vs Buy: Why Investment Banks Are Choosing to Purchase Software
Leading investment banks are seeking cutting-edge tools to stay ahead of the competition and maximize business performance. Whether it’s leveraging generative AI, document automation or advanced data analytics, demand for such technology is high, bringing a critical question to the forefront: who wins between build vs buy? While historically investment banks favored developing their technology […]
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 […]