How Slideform Powers Smarter Reporting at Teamspirit

Accurate and timely reporting is essential for financial marketing firms managing complex portfolios and multiple client relationships. Clients in the financial sector expect precision, compliance, and real-time insights—not just visually appealing reports, but trustworthy data that reflects their performance across multiple platforms.

By automating reporting workflows, agencies can ensure accuracy, consistency, and compliance while accelerating delivery. Slideform's smart automated systems pull data directly from verified sources, ensuring every metric—whether engagement rate, lead quality, or ROI—is up to date. This enhances transparency, strengthens client trust, and helps firms stand out in a highly regulated, competitive industry.

Continue reading to learn how Teamspirit, a forward-thinking financial marketing agency, uses Slideform to transform their analytics-to-reporting pipeline into a strategic advantage.

Teamspirit

Location: London, UK

Industry: Financial Services Marketing

Company Size: 100+ employees

Teamspirit is a leading, global integrated communications agency specializing in solutions for global financial and professional services clients. Teamspirit staff used to devote significant time to preparing customized client review decks with data and analytics.

Then, James, a senior project manager at Teamspirit, discovered Slideform while searching for a way to auto-fill PowerPoint decks with metrics from Looker Studio. With Slideform, Teamspirit now generates highly-customized and detailed client reports in a fraction of the time.

Challenge:

With so many reports to produce, the data team was looking for a better way to streamline to keep up with the volume. Before Slideform, they were manually copying screenshots from Looker Studio into PowerPoint. This time-consuming manual process has now been automated in Slideform.

Key Outcomes:

• Client reports each use a customized template with consistent metrics and formatting
• Charts and metrics from Looker Studio are seamlessly transferred to PowerPoint
  
• Reports are generated when needed by the account managers
• Account managers can edit and further refine reports, giving them the ability to add critical details and insight

Solution:

Slideform provides Teamspirit an efficient way to produce data-intensive, client analytics reports every two weeks.