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The only enterprise platform that automatically creates world-class, interactive and data-driven presentations.

So you don't have to.

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Trusted by the brands you know

Global enterprise

Financial planning/services

Introducing your new ROI MVP

And for financial advisers, too: Increase your revenue in a way that gives you back time

It's about automating the creation of your advice docs (client reviews, ROAs and SOAs) via deep integration with Xplan.

Find out how

It turns out that there's a lot of data about the client in financial advice, and it's super time consuming to get it out and make an advice document. But, worst of all, the documents are typically terrible...

So we put a lot of time into building an off-the-shelf version of LivePreso that integrates deeply with Xplan to make interactive client reviews, ROAs and SOAs in seconds—that are completely compliant.

- Aaron Cooper, CEO, LivePreso

CONTENT AUTOMATION

Automatically create hyper-relevant customer presentations

Integrate your systems and data to reduce preparation time from days to seconds. Give your team back time for more customer meetings, or automatically drive revenue from your long tail of unmanaged customers.

Find out how

INTERACTIVE PRESENTATIONS

Enable winning customer experiences

Genuinely engage and convert customers with built-in product demos, dynamic pricing and proposal modelling, needs analysis tools and collaborative action plans.

Find out how

POWERFUL ANALYTICS

Optimise best practice with game-changing user and customer insights

Understand where you're winning and why, by uncovering exactly which slides are resonating with customers and your team. Learn from the best to enable the rest.

Find out how

REMOTE EXPERIENCES

Empower your teams with content that excites customers, anywhere

Entice your customers to "lean in" from anywhere with content that literally engages them. Embed interactive tools and content, present live demos and collaboratively capture customer data.

Find out how

REVENUE ENABLEMENT

Supercharge your workflows and drive revenue

Maximise your ROI by centralising all your customer interactions in one seamless, interactive set of content that can capture and present data, model scenarios, trigger workflows and close deals.

Here's how we help enterprises succeed

Advice
documents

Save a day a week creating compliant, secure, Xplan-integrated and interactive advice documents.

Account
reviews

Prepare data-driven account or customer success reviews in seconds, not manually in days

Long-tail
revenue

Engage your entire customer base like they’re a key account, with fully-automated content workflows

CUSTOMER STORIES

75x less time spent preparing customer account reviews

CUB Premium Beverages automated its quarterly business reviews with LivePreso, reducing content creation time from days to seconds.

Meet our customers

POWERFUL INTEGRATIONS

Integrated with your favourite apps

Integrate your systems and data to reduce preparation time from days to seconds, or even drive increased revenue from your unmanaged customers. Give that time back to your teams for increased, and more meaningful, customer engagement.

Loved by our
global customers

"Since starting the deployment in Australia, we have been so pleased with the improvements, that we have expanded our use of LivePreso globally!"

Jonathan Clark
Chief Technology Officer

"We’ve achieved significant increases in productivity with LivePreso—automating all the manual and repetitive tasks that are involved in creating tailored customer presentations."

Amy Read
General Manager, Customer Marketing

"A year ago it would take us around 80 days to close a lead. With LivePreso, we are now closing deals within half that time. But the surprise is that we are closing twice as many."

Lee-Martin Seymour
Chief Executive Officer