Pitchly and UpSlide Partner to Help Organizations Win New Business

Posted by: Pitchly



Pitchly and UpSlide Partner to Help Organizations Save Time and Create Content that Wins New Business

Data and document generation software providers are now integrated to help client-facing teams cut custom content creation time in half.


SAN FRANCISCO, California – February 15, 2023 –  Pitchly, the no-code data enablement company creating new ways for work to be done, is excited to announce that it is partnering with UpSlide, the leading branding and productivity solution for Microsoft Office. This proven integration gives professional services firms the increased productivity they need and the ability to create customized, compelling data-driven content that is compliant and on-brand.

Financial and professional services firms rely heavily on their front-line teams to create impactful custom content to win new business. To do so, teams must be able to easily consolidate and access their data to create up-to-date slide decks, tombstones and bios throughout the document generation process.

With this new partnership, global enterprise firms can enjoy more efficient data management processes for their administrators, and easier content sourcing for their front-line teams.

"Pitchly is very excited to partner with UpSlide to help our clients maximize efficiency and optimize their content workflows,” said Vikram Nair, Director & Head of Partnerships at Pitchly. “The seamless integration was recently adopted by a large global top 10 investment bank to create compliant, branded content. UpSlide users access the integration directly within PowerPoint and generate approved content assembled from highly curated data that lives in Pitchly."

“The UpSlide and Pitchly partnership will free up time for both administrators and users,” said Reed Carpenter, Head of Business Development, US at UpSlide. “The integration enables our combined customers to focus on the work that truly matters instead of spending hours on managing data distribution and sourcing relevant content.”

To learn more, you can see the integration in action or request a data-driven content assessment to learn more.

About Pitchly
Pitchly was founded on the belief that the future of work is data-driven, not task-driven. With a focus on solving the last mile dilemma for business data, Pitchly has created a place where people, data and content come together to generate real business outcomes. Pitchly's data productivity suite of applications, extensions, and integrations empowers collaboration, automation, and bottom-line value.

About UpSlide
UpSlide is a leading productivity and brand compliance solution for Microsoft Office. For the last 12+ years, UpSlide has been helping some of the most well-known companies in financial and professional services to boost productivity, while improving brand compliance and consistency across their corporate documents.

 As a Microsoft Gold Partner, UpSlide brings together expertise from the tech, finance and design fields to help clients like KPMG, UniCredit, BNP Paribas, Rothschild & Co, and many more to improve their processes and empower staff to focus on more rewarding tasks. More than 600 teams in over 60 countries have already adopted UpSlide to revolutionize their use of Microsoft Office.

 UpSlide is a certified B Corporation, upholding the belief that businesses should have a positive impact on society.