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AI assistants like Claude, ChatGPT and Copilot are transforming how financial services teams build key documents. Firms are at different stages of adoption today, but within 12 months, most will have embedded at least one for every employee. The benefits

You've just received the client's statutory accounts. All 15 entities. All in PDF. Your financial model is half-built, the deadline is tomorrow, and you need those numbers in Excel immediately. While the phrase "convert PDF to Excel" might sound like a fi

Upslide Introduces A New Finance-Grade Document Production Layer Accessible Via Claude. EINPresswire / -- UpSlide today announced a new approach to document production in financial services, enabling advisory, banking, and investment teams to turn AI-gene

The AI-powered stack for financial services is starting to take shape. AI is already changing how teams build presentations, reports, and models. What used to take hours can now take minutes. A first draft can be produced more quickly and developed with f

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 ne

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, regula

Welcome to the 2025 Q3 feature round-up. We're thrilled to share our latest product updates with you. From two new features that will transform the way you work in Excel to the improved Logo Finder and updated Smart Track, your Q4 just got a whole lot mor

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

Upslide Appoints Chief Commercial Officer To Drive Optimization And Global Growth. EINPresswire / -- UpSlide, the Microsoft 365 document automation leader for finance and advisory professionals, has announced the appointment of Alexandra Chiaramonti as it

If you've ever asked, "Can you track changes in PowerPoint?", you're not alone. Unlike Word, PowerPoint lacks any true "track changes" functionality. That's a significant efficiency and collaboration challenge, especially for high-stakes teams in investme