From client knowledge to a deck ready to send

Scenario 1 · Existing client

Preparing a client meeting

Maya prepares a meeting with Northbridge Pension Fund. Copilot Chat brings the client context from Salesforce and past meetings; UpSlide Studio builds the pitchbook in the Barclays template, with approved Library slides and figures linked to Excel.

Persona

Maya, Relationship Director

Steps

9

Tools

Copilot Chat, UpSlide Studio, UpSlide Library, Excel links

Scenario 2 · Approved content and governed templates

From approved content to governed documents

Elena builds a client narrative from approved UpSlide Library content. Priya builds a factsheet template on live data, then answers an audit eighteen months later with Copilot Chat and UpSlide Track Changes.

Personas

Elena, Relationship Director
Priya, Marketing Content & Compliance

Steps

15

Tools

Copilot Chat, UpSlide Library, UpSlide Studio, Slide Check, Track Changes

Global Check · Add-in and admin

Checking every deck against your firm's standards

Sophie runs a Slide review in PowerPoint, fixes the obvious errors in one click and the rest with the AI assistant. Marc, the UpSlide admin, sets the firm's rules and a configuration for each deliverable.

Personas

Sophie, Associate, M&A team
Marc, UpSlide admin

Steps

12

Tools

UpSlide add-in, AI assistant, Admin portal