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If your firm rolled out AI this year, someone will ask what it has returned, and the token bill covers only part of the cost. Conner Hayden (Innovation and Technology Manager, Cortus Advisory) and Klara Taslerova (Presentations Specialist, KPMG) have taken AI from pilot to wider rollout. They’ll share what they’ve learned over the past year, including: - How do you keep pace with AI without taking on unnecessary risk? - General-purpose or workflow-specific AI: where does each one fit? - What gets in the way when you start bringing AI into the business? Register to watch live on Thursday, November 12, at 10:30 a.m. ET (3:30 p.m. GMT) or on demand. You’ll also get our Cost Per Deliverable Calculator, which combines licenses, tokens, and rework into a single figure.

Auditing an inherited valuation model means tracing months of assumptions back through the work of several analysts. UpSlide's Excel modelling tools are built to make that traceable. For due diligence, valuation and QoE models, Smart Track maps dependencies across sheets and Formula Audit brings inconsistencies to light, whether the model was built by a junior analyst or an AI assistant. Build models faster and audit them with more confidence.

An EBITDA multiple can appear across dozens of slides and footnotes in a due diligence report. Miss one manual update and the error goes out with the deck. Manual copy-paste is how errors reach clients. UpSlide's Excel to PowerPoint Link keeps every table, chart and text field synced across due diligence reports, valuation decks and mandate pitches, so when the source changes, hundreds of linked data points refresh at the same time. Get back to advising instead of updating figures by hand.

Too much of the work behind a mandate pitch goes into hunting for last quarter's credentials slide and rebuilding sector overviews from scratch. UpSlide's Content Library keeps every approved due diligence template, credentials slide and disclaimer one search away, inside PowerPoint, Excel and Word. Advisory teams find the best-practice version in seconds, so every mandate pitch stays on-brand from analyst to partner. Make every mandate client-ready without the last-minute slide hunt.

Contrarian opinion: Generalist AI platforms like Claude, Copilot, and OpenAI are the best thing that's happened to specialized software companies in years - if you own the right strategic technology assets. In this post, I explain how we help financial services teams go from AI draft to client-ready deliverable faster, through our MCP Server, AI Agents, and core capabilities, and why generalist AI became our main acceleration and distribution vector. https://lnkd.in/dhwgkuJj

Token maxing stops being fun once you've burnt thousands of dollars producing and reviewing documents that still aren't client-ready. Finance teams 𝘀𝗵𝗼𝘂𝗹𝗱𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗰𝗵𝗼𝗼𝘀𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗔𝗜 𝘀𝗽𝗲𝗲𝗱 𝗮𝗻𝗱 𝗼𝘂𝘁𝗽𝘂𝘁 𝗽𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻, and they definitely 𝘀𝗵𝗼𝘂𝗹𝗱𝗻'𝘁 𝗯𝗲 𝗽𝗮𝘆𝗶𝗻𝗴 𝗳𝗿𝗼𝗻𝘁𝗶𝗲𝗿 𝗺𝗼𝗱𝗲𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 𝗳𝗼𝗿 𝘁𝗮𝘀𝗸𝘀 𝘁𝗵𝗮𝘁 𝗱𝗼𝗻'𝘁 𝗻𝗲𝗲𝗱 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲. Check out the video below where we compare 𝗖𝗹𝗮𝘂𝗱𝗲 𝗮𝗴𝗮𝗶𝗻𝘀𝘁 𝗖𝗹𝗮𝘂𝗱𝗲 + 𝗨𝗽𝗦𝗹𝗶𝗱𝗲 𝗠𝗖𝗣 𝗦𝗲𝗿𝘃𝗲𝗿 building a pitchbook from scratch, routing the right task to the right tool to deliver materially better results, faster and cheaper. But cost is not the only reason why specialised AI solutions beat generalist AI platforms, check out my blog in the comments to know more.