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UpSlide

Financial Services

UpSlide helps finance firms govern how deliverables are generated, structured, updated and validated across every step of the workflow.

Hiring now

4open roles−33%vs last week

Is UpSlide hiring?

Yes. As of November 4, 2026, UpSlide has 4 open roles on Metaintro. 4 were posted in the last 30 days.

Open roles

Newest first. Pay shown when the posting lists it.

Hiring pattern

How fast UpSlide is adding roles, and how they're set up.

New roles each monthRoles first posted in the month

3
1
5
4
0
JulyAugustSeptemberOctoberNovember
November: 0 new roles.

How roles are set upShare of open roles

60%
40%
HybridNot stated
60% of roles are hybrid or remote.

Customers

All 17 companies UpSlide names as customers.

Customers hiring now7

Case studies10

What their customers say

Quotes from people at UpSlide's customers.

““We use UpSlide as a tool to share best practices. We believe that this way of working makes us efficient, consistent and agile.””

Forvis Mazars

““UpSlide helps us manage the international aspects of our business by providing consistency in the way we work, making sure that the structure of our presentations and our brand image are the same all around the world.””

Forvis Mazars

““We save considerable amounts of time creating our documents. UpSlide has become so important in our daily lives that we can’t even imagine how we would work without it.””

Forvis Mazars

“Rather than increasing the number of platforms, we have chosen to streamline the use of our current tools to bring immediate benefits to our employees and therefore ensure a good adoption rate.”

Firas Abou Merhi · Head of Financial Advisory · Forvis Mazars

“Mazarians value using innovative and modern tools such as UpSlide. It contributes to our working environment which aims to give teams out-of-the-ordinary tools.”

Firas Abou Merhi · Head of Financial Advisory · Forvis Mazars
Show 25 more quotes

““Along with the automated templates, Slide Check makes our job a lot easier when finalizing decks, as it checks and fixes top issues noticed by seniors.””

Greenhill

““Our standard materials were a burden to find and update before. Having the Library now allows us to have uniformity within our materials – we can easily make sure that our analysts and associates are using the right versions.””

Greenhill

““Before UpSlide, an analyst would have to update all page numbers or display reminders. A vice president would then need to go back and check their work. With UpSlide, however, we’re able to update all of that content in one click with the Table of Contents feature.””

Greenhill

“Working with UpSlide’s Client Solutions team on our PowerPoint templates has been fantastic. They are always extremely responsive and have solutions within a few hours. Their dedicated support has been crucial to us, as the projects we’re working on are extremely time-sensitive.”

Vice President · Greenhill

““On the few occasions when I’ve needed a reminder of how to use a certain feature, the UpSlide support team have been highly responsive and resolved my query very quickly.””

Greenhill

“We’ve made a push to standardize our templates globally. Without UpSlide, I don’t believe that would have been possible. The tools we had before were extremely segmented, and implementing standardization would have been a huge challenge.”

Vice President · Greenhill

“UpSlide has streamlined our daily actions in Microsoft 365. Whether it be making sure content is consistent or increasing productivity, there’s a lot that UpSlide can be thanked for.”

Vice President · Greenhill

“UpSlide streamlines our report creation processes, eliminating some of the manual tasks and saving each valuer upwards of 30 hours per month. That’s a lot of overtime saved, which is especially important during critical reporting periods in June and December. Less manual work means happier valuers.”

Cushman & Wakefield

“Before UpSlide, valuers would copy-paste data from our Forbury Excel model into Word for each new report. Manually updating figures, plus having multiple rounds of reviews, slowed the team down. With the Excel to Word Link, valuation reports can be updated in one click – saving up to 6 hours per report.”

Cushman & Wakefield

“Ensuring our clients receive accurate, up-to-date valuation reports is imperative – and UpSlide makes achieving this much easier. When reviewing the team’s reports, we can easily identify which data was last updated, when, and by whom. This acts as a safety net and guarantees accuracy.”

Cushman & Wakefield

“UpSlide provided tailored training, an array of onboarding materials, and how-to articles to ensure we felt comfortable using the software from day one. It’s perfectly ingrained into our workflows; we can’t imagine life without it!”

Tim Miles · National Director · Cushman & Wakefield

“Thanks to the tailored training and support provided by UpSlide’s Client Solutions team, our valuers were able to start saving time in Microsoft 365 from day one.”

Cushman & Wakefield

“The team at UpSlide have been great. On top of tailored training sessions, they host regular business check-ins where we can follow our usage trends. These meetings allow us to monitor the number of clicks per feature, who our power users are and overall time savings! This gives us confidence in the UpSlide value proposition and our team’s return on investment.”

Tim Miles · National Director · Cushman & Wakefield

“UpSlide automates part of our valuation reporting process, freeing time to focus on the work that truly matters. Plus, it provides peace of mind as the data we present is always up-to-date and accurate.”

Thomas Andrews · Joint State Director NSW · Cushman & Wakefield

““The Smart Format tool has been key in empowering teams to create brand-compliant reports, quickly and easily. Before UpSlide, we’d have to painstakingly update graphs and tables to comply with our brand guidelines. With UpSlide, we can **apply our brand formatting to any graph or table with a single click. I love it!””

Colliers

““Before UpSlide, our operators would spend considerable time searching through folders to find market and economic commentaries or legal disclaimers for their report. Thanks to UpSlide’s Content Library, this process has been streamlined and our teams can access on-brand materials within a few clicks in Microsoft Word.””

Colliers

““On average, our valuation reports contain between 50–400 links. Previously, if we changed a single figure in our valuation model we would have had to manually update all the data affected by that one change. With UpSlide’s Excel to Word Link, data changes can be automatically amended with one click, saving us valuable time and reducing the risk of human input error.””

Colliers

“Our Valuation & Advisory team has embraced the UpSlide platform. It has become an invaluable tool for our operators and administrative staff alike. Throughout my career in valuations, I’ve never found a more user-friendly, robust platform.”

Jennifer Bailey · Operations Manager, · Colliers

““The communication between UpSlide and Colliers has always been seamless. The support team is phenomenal – they provide solutions to our queries in a fast, intuitive manner to ensure that we do not face disruptions to our work.””

Jennifer Bailey · Operations Manager · Colliers

“The time saved with UpSlide is immense, on average it’s in excess of six hours per report we create. Colliers creates and issues over 500 valuation reports nationally per quarter, so the value-add for our business is unbelievable.”

Jennifer Bailey · Operations Manager · Colliers

“Using UpSlide enables Colliers to create quality valuation reports in a timely manner, allowing us to focus more on our business and clients’ needs. Now we can produce even more reports, which ultimately helps increase revenue.”

Jennifer Bailey · Operations Manager · Colliers

“Since integrating UpSlide, the quality of documents produced across the company has increased. It’s encouraged better engagement between marketing and the rest of the business, as we now have time to give more valuable advice on improving content quality, as opposed to just formatting.”

Clarksons

“UpSlide has saved time for everyone in the business and freed up capacity. The marketing team is no longer bogged down with formatting and auditing slides; UpSlide’s Slide Check takes care of that for us in a fraction of the time.”

Clarksons

“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.”

Clarksons

“UpSlide has undoubtedly streamlined my reporting processes. Whenever data changes in my Excel workbook, I can ensure that all linked graphs in my presentation are up-to-date in one click.”

Market Analyst · Clarksons

AI launches and partners

What UpSlide has launched and who it works with on AI.

  • LaunchMCP connection to AI toolsUpSlide connects Claude, Copilot, or ChatGPT via MCP to UpSlide’s Microsoft 365 workflows.
  • LaunchAI Consistency Check for advisory documentsAI Consistency Check uses AI to scan text, tables, charts, and visuals in PowerPoint and Excel to identify errors.
  • LaunchAI Consistency CheckAI Consistency Check uses AI-powered reviews to stress-test numbers, narrative and formatting.
  • LaunchAI GlossaryThe AI Glossary generates a formatted, alphabetically-ordered glossary slide by identifying and contextualizing abbreviations across the deck.

Skills they ask for

Most frequent across open postings.

Most requested skills

  • Salesforce
  • Sales enablement

Tech stack

Libraries
Swiper
jQuery
Analytics
Google Analytics 4
Google Tag Manager
CMS
WordPress

Company facts

Founded
2009
Industry
Financial Services
Sector (NAICS)
Information
Peer
Muthoot Fincorp
Social
LinkedIn · X

Roles by location

Where UpSlide is hiring. Pick a city to see its roles.

Similar companies

Companies in the same industry as UpSlide that are hiring now.

Questions about UpSlide

Is UpSlide hiring?
Yes. As of November 4, 2026, UpSlide has 4 open roles on Metaintro. 4 were posted in the last 30 days. The most are in Customer Support (2), Marketing (1), and Sales (1).
Where is UpSlide hiring?
UpSlide is hiring in London and Paris, with the most open roles in London.
Does UpSlide offer remote or hybrid work?
60% of open roles are hybrid and 0% are remote.
Who are UpSlide's customers?
UpSlide names 17 customers, including Thales, TotalEnergies, UniCredit, Forvis Mazars, and Colliers.
What skills does UpSlide look for?
Its open roles most often ask for Salesforce and Sales enablement.
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