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About the channel
UpSlide is the document production layer for financial services. For over 15 years, we've helped finance firms build and deliver high-stakes documents in Microsoft 365 - with accuracy, consistency, and control. UpSlide bridges the gap between AI-generated drafts and client-ready deliverables, combining AI agents, MCP-enabled orchestration, and deterministic workflows to keep pitchbooks, IMs, and reports on-brand and verified from v1 to vFinal.
Latest videos
Can Claude Build a Client-Ready Finance Decks Alone? We Tested It Against UpSlide’s MCP
73 views · 07/29/2026
AI, Actually: With John Modzelewski, KPMG US, and Jason Resnick, WilliamsMarston
32 views · 06/30/2026
Aurore Jaugin, Deputy CEO at UpSlide, on the AI Iteration Problem in Financial Services
21 views · 06/30/2026
AI, Actually: With Chulanga Jayawardana, Transaction Services Partner at Cooper Parry
23 views · 06/08/2026
AI Consistency Check: Airtight Reviews for Every Deck
40 views · 06/08/2026
Matteo Bordin, CPO at UpSlide on the Wins and Challenges of AI for Financial Services
21 views · 06/08/2026
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