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UPSLIDE FOR MARKETING AND COMMUNICATIONS TEAMS

Focus on Scaling Your Brand - Not Policing It

Every team can create deliverables that grow your brand with marketing software for financial services teams, combining formatting, content enablement, and AI review tools – embedded in Microsoft 365.

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Guarantee Brand Consistency

Instant access to gold-standard content and branding means every team member can create client-ready deliverables that reinforce your positioning.

Remove Bottlenecks

Self-service formatting tools let teams create content independently and accurately, while marketers focus on strategic work that grows your brand.

See Rebrand ROI Faster

Roll out rebranded materials instantly with one-click updates – no overlooked decks or outdated logos left over across offices and geographies.

Marketing-Quality Deliverables With Less Marketing Input

Make your brand an effortless competitive advantage with marketing software built for financial services – enabling high-quality deliverable creation at scale.

UpSlide library interface showing slide templates: Team Intro, Market Overview, and Why Us?.

Create a Single Source of Truth for On-Brand Content

Marketing-approved materials like templates, brand assets, tombstones, and field-tested documents are accessible directly from PowerPoint, Word, and Excel. No version control issues, no scrambling to provide a marketing-approved slide.

Simplify Best-Practice Content Creation

Zero-click formatting tools apply branding across presentations, charts, tables, and documents, while AI refines wording and formatting issues and inconsistencies. Instead of chasing down non-compliance, you’ll make ‘on-brand’ the easiest way to work.
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UpSlide Slide Check tool flags presentation errors: misalignment, wrong font, spacing issues.

Launch Your Rebrand Once. Enforce It Everywhere.

Updates to templates or Library slides are pushed out globally on day one of your rebrand. Old decks lurking on desktops are converted into new branding with one click. UpSlide’s dedicated professional services team helps you measure compliance and gather concrete ROI figures.

Building Stronger Brands for Global Firms

Content Library

Access a library of branded content directly within PowerPoint, Excel, and Word.

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Consolidating our core value proposition is the heart of our business objectives. Thanks to UpSlide, we can now drive business growth across our 40 offices from the same standpoint.
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CMO,
Global Consulting and Advisory Firm

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40

Offices using UpSlide

6+

Years with UpSlide

Building Stronger Brands for Global Firms

40

Offices using UpSlide

Consolidating our core value proposition is the heart of our business objectives. Thanks to UpSlide, we can now drive business growth across our 40 offices from the same standpoint.

Brown star icon with a plus sign next to it

CMO,
Global Consulting and Advisory Firm

Discover More
Abstract design with star, paper airplane, and checkmark circle on black background.

Content Library

Access a library of branded content directly within PowerPoint, Excel, and Word.

Discover Content Library

6+

Years with UpSlide

Building Stronger Brands for Global Firms

Content Library

Access a library of branded content directly within PowerPoint, Excel, and Word.

Discover Content Library

40

Offices using UpSlide

Consolidating our core value proposition is the heart of our business objectives. Thanks to UpSlide, we can now drive business growth across our 40 offices from the same standpoint.

Brown star icon with a plus sign next to it

CMO,
Global Consulting and Advisory Firm

Discover More

6+

Years with UpSlide

The Expert Guide to Financial Services Rebranding​

Discover leading strategies behind successful rebrands and brand refreshes in the financial sector with guidance from experts at UniCredit, Forvis Mazars, and Apax Partners.

Explore the Rebranding Hub
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Brand Consistency and Content Enablement Built Into Microsoft 365

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Content Library

Store approved slides, icons, disclaimers, and your best client-converting documents in one hub accessible from PowerPoint, Word, and Excel.

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Template Management

Push custom-built branded templates to your entire organization automatically, accessible from the Microsoft 365 ribbon.

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AI Reviewing Tools

Use AI to scan PowerPoint presentations for data inconsistencies, miscalculations, and formatting issues that undermine your brand’s reputation.

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Excel and PowerPoint Formatting

Apply brand standards to presentations instantly and align elements with precision, so anyone can produce professional, on-brand deliverables.

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PowerPoint Table of Contents

Add instant structure to PowerPoints with an automated table of contents, breadcrumbs, section dividers, reminders, and footers.

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Expert Support to Maximize Your Impact

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Implementation Specialists

Our global, in-house experts configure your templates, library structure, and change management plan so teams embrace UpSlide from day one.

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Design Studio

Our specialists audit your visual brand, propose changes to maximize impact, and create templates for all your deliverables.

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Support and Monitoring

Our dedicated professional services team helps you measure compliance and gather concrete ROI figures to prove the value of your rebrand.

Stop Playing Brand Police

Empower financial services teams to create marketing-approved content – without draining your team’s time or sacrificing brand integrity.

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FAQs

Can UpSlide Help With a Rebrand?

Slide Converter automatically rebrands existing slides, while templates and linked slides ensure the new identity is adopted consistently across the organization. UpSlide’s AI reviewing tool will even flag off-brand elements and out-of-date content, ensuring every PowerPoint deck is using the latest branding and content.

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.

Will UpSlide Replace Our Design Team?

No, by eliminating repetitive formatting fixes, UpSlide frees designer time to focus on strategic creative work and high-impact campaigns.

Can Non-Marketing Teams Use UpSlide Easily?

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?

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.