content library
Find Your Best Assets Instantly In M365
Approved, client-ready documents, slides, icons, disclaimers and more. Ready to insert from PowerPoint, Excel, or Word.
Maximize Every Minute
Teams create quality documents in half the time – no hunting down old presentations or DMing colleagues.
Compliance Confidence
Reduce risk with one accessible source for approved, compliant materials.
Excellence at Scale
Make high-impact, client-winning marketing content accessible to everyone.
Less Slide-Hunting Means Faster Turnaround
Built for investment banking, financial advisory, private equity, and asset management workflows.
Teams Spend Time Strategizing, Not Searching
Structure your library to suit your workflows. Your teams use the search bar, tags, and filters to find quality slides, icons, images, or decks in seconds.
Store examples of best-practice documents like pitchbooks, fund reports, and financial analyses. Ready to customize in PowerPoint, Excel, or Word.
Guarantee Compliance in Every Document
Use locked slides to prevent unwanted edits to content like disclaimers and company performance figures – or maintain security by restricting access to entire folders.
Use linked slides to roll out the latest updates across hundreds of slides instantly. So your team can pitch confidently, knowing compliance is covered.
Turn Best Practice Into Business as Usual
Raise the bar across the business by giving everyone access to best-practice marketing materials.
Share and update your gold-standard content in one click. Ready for anyone to access and insert without leaving PowerPoint, Excel, or Word.
Admin-Friendly For Effortless Content Management
Intuitive Library Structure
Organize libraries to fit your workflows or the structure of your documents. Finding the right content feels intuitive for everyone.
Built-In Feedback
Notify users about new updates. They can suggest changes or flag issues via MS365, so your content’s always fit for purpose.
Effortless Global Updates
Use tags to quickly find content that needs reviewing. Update tombstones, bios, and slide content everywhere, instantly.
Cut the Busywork.
Focus on Winning Work.
Combine Content Library with tombstone libraries, logo databases, and bio libraries to make building gold-standard content effortless for everyone.
Excellence, Made Scaleable
UpSlide’s Content Library helps junior bankers find the ‘latest and greatest’ best-practice templates from within PowerPoint, to ensure this level of quality is maintained across all deliverables.
Ruari Sinclair
Vice President, BDA Partners
The Content Library saves time by allowing us to access the templates we need within Microsoft 365.
Alastair Richards,
Director, PKF
UpSlide’s Content Library has enabled us to standardize marketing materials across our global business. We now have company-branded slide decks, templates, images, icons and assets stored in one centralized place that are readily available for our teams to use.
Samantha Cottle,
Marketing Director, Clarksons
Gold-Standard Content. No Digging.
Cut the time searching for assets – and make more time for the insights your clients are really buying.
FAQs
How Does UpSlide Prevent Teams From Creating Off-Brand Deliverables?
By embedding branded templates and formatting tools directly in Microsoft 365, where the work happens, you’ll enable teams to apply branding at the click of a button. No uncertainty, no inconsistency – it’s easier to be on-brand than off-brand.
Can Marketing Teams Build a Pitch Deck Template in PowerPoint?
Yes – our professional services team can work with you to create a pitch deck template and save it within PowerPoint. You can then build full pitch decks from scratch and distribute the template to your teams in PowerPoint for guaranteed efficiency and consistency.
Is UpSlide’s Content Enablement integrated into Microsoft Office?
Yes – it is a seamless add-in for Microsoft Word, PowerPoint and Excel, meaning users work within the tools they already use daily without switching platforms.
Can Non-Marketing Teams Use UpSlide Easily?
Yes. UpSlide integrates directly into Microsoft 365, so teams work within familiar tools while benefiting from automated formatting and brand control. UpSlide is primarily designed for financial services documents and workflows – meaning teams across the business find it highly intuitive to use.
Do Templates Come With PowerPoint Sections and Subsections?
Yes. Our team of deliverable design experts will help you set up your automated table of contents during your first implementation, including PowerPoint sections and subsections. Your team will be able to structure, adapt, and update presentations instantly – and refresh the table of content at the click of a button.