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
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 […]
7 New Excel Formulas That Will Boost Your Productivity in 2024
2024 has been a great year for new Excel formulas. From enjoying updates to the well-loved VSTACK to better analyzing Pivot tables, discover the most time-saving functions and all the resources you need to master them. Read on to make your work life easier! Discover the Latest New Excel Formulas and Functions Insert Pictures into […]
Our SOC 2 Compliance Checklist: Everything You Need to Know
Embarking on the journey to SOC 2 compliance marks a significant milestone for any organization, signalling a commitment to robust security practices and meeting the standards demanded by the industry. At UpSlide, this achievement wasn’t about ticking boxes but instead about fostering long-term trust with our financial services clients. Throughout this blog, I’ll share our […]