SME News IT Awards 2025/ 18 Best Document Automation & Content Enablement Platform 2025 Inefficiency is a longstanding challenge that has been plaguing organisations around the world – wasting precious time and labour through manual, repetitive work and inconsistent documents. Businesses are crying out for a way to streamline document automation and content creation, and that is exactly why UpSlide exists: to help organisations enhance their productivity and brand compliance through specialised, AI-powered automation. Following UpSlide’s recent recognition in the IT Awards 2025, we heard more from CEO, Julien Villemonteix. The story of UpSlide began in June 2009, when Antoine Vettes and Philippe Chazalon first met, quickly learning that they shared a passion for technology and a common desire to help people work better. Together, they launched the first version of UpSlide in 2011, and the platform quickly became a trusted tool for financial teams – deployed in 40 countries by international financial and professional services firms, such as Forvis Mazars, one of their first clients. In 2015, the company opened offices in London and New York, soon followed by Berlin and Singapore in 2020, demonstrating just how far its vision resonated on a global scale. “UpSlide was born from a simple, yet powerful realisation: financial professionals deserve better when it comes to document creation, data integration, and brand consistency,” Julien told us. “The industry has long been shackled by inefficiencies – countless hours lost to manual formatting, fragmented workflows, and the frustration of maintaining precision under relentless deadlines.” UpSlide eliminates these obstacles in seconds, combining seamless AI-powered automation, deep Microsoft 365 integrations, and brandperfect documents. By transforming processes, the firm unlocks new capacity for teams to focus on high-value work, like strategic thinking and client relationships. At its core, UpSlide is more than just a document and content enablement solution provider; it is a trusted partner and advisor, helping firms efficiently implement automation solutions to ensure adaption and true ROI. With a 98% renewal rate and 4.9/5 customer satisfaction, the impact UpSlide delivers across all its clients’ journeys is both evident and enduring. UpSlide is a proud Certified B Corporation, committed to having a positive impact on its employees, clients, and communities. Its team is united by three core values: excellence, trust, and happiness at work. These values are embedded in all that the company does – from how it collaborates to how it hires. UpSlide operates with the ethos that when people are empowered and fulfilled, they are motivated to do their very best work. With this philosophy in mind, the company strives to foster an internal culture of autonomy, continuous learning, and global collaboration. The strength of UpSlide’s internal culture translates directly into the value it provides clients, with a deep specialisation in document automation and brand compliance solutions, tailored specifically to financial and professional services firms. The company has positioned itself as a trusted advisor to a number of key industry players, including KPMG, Citi, BNP Paribas, and Santander. Only last year, UpSlide clients saved over two million hours in Microsoft 356 – an astonishing figure that reflects the true power of automation and streamlined flows. UpSlide has built a reputation for consistently pushing the boundaries of what financial professionals can expect from their Microsoft 365 suite. Its deep commitment to innovation has led to industry-first integrations and features – such as the Excel to PowerPoint Link – that elevate efficiency, turning Microsoft applications into productivity powerhouses. Continually committed to its clientele, UpSlide’s product roadmap is heavily influenced by its client base. Many of its clients have had a direct influence on the development of some of its most popular features, such as the Dynamic Tombstones and Bio Library. By involving its clients in the product development process, UpSlide ensures that it always stays on top of the industry’s needs. UpSlide keeps a close eye on the industry, monitoring the landscape for any emerging trends or developments. With generative artificial intelligence on the rise, the company anticipates a bottleneck at the review stage of the document creation workflow, especially in financial services, where junior staff can now generate content faster than ever before. UpSlide’s product roadmap, however, has been designed to address this head-on; the company’s newly-launched Track Changes for PowerPoint feature will transform collaboration and document creation workflows – not only for junior professionals but also for senior management, solving a core industry challenge by ensuring efficiency at all levels. “But this is only the beginning,” Julien stated. “We are making bold investments into AI-driven tools specifically designed for financial services, harnessing the power of intelligent automation to revolutionise the full document creation workflow. The future of financial document automation isn’t just about working faster; it is about increasing efficiency to deliver better outcomes.” Contact: Julien Villemonteix Company: UpSlide Web Address: https://upslide.net
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