Exclusive: How Upslide is boosting clients' productivity

Businesses today are seeking solutions that not only streamline productivity but also enforce compliance and brand consistency across their operations.

UpSlide, a leading productivity and brand compliance solution integrated with Microsoft 365, is at the forefront of this transformation, especially in the Asia-Pacific region. Thomas Roland, Managing Director for Asia Pacific at UpSlide, shares insights into how the company is addressing the needs of financial and professional services sectors.

Roland begins by explaining UpSlide's core functionality: "We help our financial and professional services clients boost efficiency, increase their brand compliance, and maintain consistency across the corporate documents record."

He highlights the extensive reach of their solutions, noting: "Today, just to give you an indication, more than 850 teams are using UpSlide in over 60 countries."

Discussing UpSlide's global footprint, Roland elaborates on the company's strategic locations. "We have five offices across the globe: New York, London, Paris, Berlin, and Singapore," he states. "This extensive network supports our strong focus on key markets within the Asia-Pacific region, such as Singapore, Hong Kong, Australia, and New Zealand."

Roland underscores the practical applications of UpSlide within its target industries: "UpSlide is a native plugin in Microsoft 365. Our customers are using UpSlide within Excel, Word, Outlook, and Power BI to automate document creation, streamline reporting processes, and ensure brand compliance and consistency." 

These capabilities significantly reduce the time spent on routine tasks, which Roland quantifies: "Our clients save up to 28 hours per month per user by eliminating low value-added tasks."

The robust adoption and customer satisfaction with UpSlide is reflected in its renewal rates. "We have a 98% renewal rate, which is very high for the industry," Roland proudly shares. 

Roland identifies several market trends driving the adoption of UpSlide's solutions. He notes: "There is an increase in leveraging AI to drive work productivity with a strong focus on security and compliance. Plus, we've also seen that there is more tech stack consolidation from big teams, focusing on solutions that are easy to deploy."

When discussing what sets UpSlide apart from its competitors, Roland highlights the company's emphasis on service and continuous improvement: "The level of service is clearly a big differentiator for us. For each of our clients, we have customised implementation, onboarding and training to ensure seamless deployment. As the product sees constant upgrades, we also have ongoing post deployment support to ensure any issue is resolved as quickly as possible – eighty percent of queries we receive are responded to within an hour."

He further details the industries where UpSlide has found significant traction. "Ninety percent of our clients today are in finance, particularly within investment banking, financial advisory, private equity, asset management, valuation, and many more."

Looking forward, Roland outlines UpSlide's objectives for the near future: "We have ambitious objectives. We have doubled our revenue each year, and we aim to do so for the next three years. We are seeing increased momentum in Austalia with a number of new clients that have recently been onboarded."

As our conversation concludes, it's clear that UpSlide is not just responding to the demands of today's market but is actively shaping the future of workplace productivity tools, particularly within the financial sector. With a firm grasp of technology, customer needs, and market dynamics, UpSlide is well-positioned for continued growth and innovation.