Automation is the greatest tool in the financial adviser toolkit
LivePresoNovember 25, 2024
Automation is the greatest tool in the financial adviser toolkit
The Australian financial advice industry is undergoing a significant transformation, driven by the increasing adoption of automation technologies. As advisers face growing..
What should financial advisers expect in 2025?
The financial advice landscape in Australia is undergoing a remarkable transformation. Traditional advisory practices are evolving rapidly, with firms increasingly adopting a..
AI-powered narratives
A lot of customers have asked me, "What can we use AI for?" My reply is always to (politely) tell them they're asking the wrong question. AI is a very popular hammer just..
LivePreso appoints Tony Hughes as Chairman
LivePreso is excited to announce the appointment of a new Chairman of the Board, Tony Hughes, after an extensive search following the planned departure of Chris Ridd.
Partnering with LivePreso: V.I. delivers automation and ROI
We sat down with Kyle Redpath to talk about the phenomenal automation and ROI that V.I. has delivered their enterprise clients with LivePreso.
Drive up your client lifetime value with automated wealth reviews
As the advice industry has grown and changed, client expectations have soared. Finding time for more memorable client touch points is becoming increasingly difficult. What if..
How smarter organisations increase performance during an economic downturn
Every business wants more efficiency from their people, that's a given. What has been exciting to see - even during the pandemic years - is how smart organisations are using the..
Josh Grant is transforming the way our customers do business
In this series, we chat to our talented team to talk about their roles, their passions and why they love working at LivePreso. Our Melbourne-based Customer Success Manager, Josh..
LivePreso wins again at the 2022 Asia-Pacific Stevie Awards
LivePreso has been awarded Silver for ‘Innovation in B2B Products & Services’ at the 2022 Asia-Pacific Stevie Awards for Sales & Customer Service.
LivePreso wins gold at the 2022 Stevie Awards
LivePreso has been awarded Gold for ‘Sales Automation Solution – New Version’ at the 2022 Stevie Awards for Sales & Customer Service.
Introducing the LivePreso Partner Network, our new and improved partner program
LivePreso is changing the way enterprise organisations engage with their customers—but we can’t do it alone. Through our growing network of agency, consulting and technology..
Why you should automate your workflows with our Salesforce integration
Slash admin time, improve your customer data and maximise your technology investment with LivePreso’s out-of-the-box integration with Salesforce. Here are a few reasons why you..
Ryan Luxmoore is putting customers at the heart of our partner program
In this series, we chat to our talented team to talk about their roles, their passions and why they love working at LivePreso. Introducing Ryan Luxmoore, our Partner Manager based..
Case Study: Automated account reviews with CUB Premium Beverages
CUB Premium Beverages automated their customer account reviews and transformed their ability to present insights, explore opportunities and plan account activity with the..
Top four tips to empower remote sales teams
Hybrid working environments have accelerated the need for organisations to implement effective remote selling strategies. Your sales team’s approach can be a key competitive..
How to shift your mindset from simply selling to driving change
Change management is a complex and continuous process. Leaders need to constantly communicate and sell the benefits of the new state, the vision and the expected outcomes...
Four steps to effective change management
From remote onboarding and hybrid employment models to digital events and virtual selling, how you adapt to evolving industry trends and shifting working environments is more..
REA Group expands relationship with LivePreso into Commercial and Developer teams
LivePreso’s deep integration capabilities and ongoing commitment to business outcomes over an eight-year-long partnership with REA Group have led to the expansion of its offering..
LivePreso wins gold at the Melbourne Design Awards
LivePreso’s rebrand from SalesPreso by Melbourne-based, digital design studio MASS has been awarded Gold in the ‘Graphic Design – Identity and Branding – Tech’ at the..
We’re hiring: UI Developer / Designer
About LivePreso LivePreso is a founder-run technology startup, entering an aggressive growth phase. Based in Richmond with a 100% local team of 15, LivePreso has been in business..
CRM + LivePreso: Automatically transform your customer data into interactive content
Customer relationship management (CRM) platforms can help you manage all communications and interactions related to your customers and prospects. From data organisation and..
Business Intelligence + LivePreso: Leveraging investment in BI to create integrated account reviews
Business intelligence tools are powerful systems for analysing, transforming and reporting data, especially where your company holds months or years of information on your..
FCM Travel Solutions (USA) achieves record productivity gains with LivePreso
LivePreso has enabled FCM Travel Solutions (FCM US) to automate their customer Quarterly Business Review engagements, and, as a result, realise enormous productivity savings.
We’re hiring: 2 Enterprise Business Development Managers
About LivePreso LivePreso is a founder-run technology startup, entering an aggressive growth phase. Based in Richmond with a 100% local team of 15, LivePreso has been in business..
LivePreso posts bumper quarter, signs Booking.com
The Australian technology editor, David Swan, recently reported that LivePreso posted a record quarter after landing several new international clients, including the leading..
We’re hiring: Marketing Manager
About LivePreso LivePreso is a founder-run technology startup, entering an aggressive growth phase. Based in Richmond with a 100% local team of 15, LivePreso has been in business..
Automated, data-driven, interactive. What else doesn’t your content do?
THINKING OUT LOUD Melbourne, Australia, February 24, 2021
LivePreso interview: Fintech for customer experience
Last week I was interviewed by Chris Titley from Morgans Financial Limited in their long-running podcast, ‘Morgans Conversations’. The interview was ostensibly about our tech..
Rain Group and LivePreso – delivering exceptional virtual selling experiences
WEBINAR RECORDING Sydney, Australia, October 20, 2020
Goodbye SalesPreso, hello LivePreso!
MEDIA INTERVIEW Sydney, Australia, October 13, 2020
LivePreso gears up to harness accelerated adoption of automated digital content in the sales process
PRESS RELEASE Melbourne, Australia, September 30, 2020
6 things LivePreso co-founder Joel Thomson loves about working from home
MEDIA INTERVIEW Sydney, Australia, October 09, 2020
Like you, we’re making a big change.
Our clients are heroes of business change. And our product, SalesPreso, exists to support them. Now, we’ve made a change of our own: changing our name to LivePreso.
LivePreso Remote: Tech to deliver pixel-perfect presentations
Following our recent article in Startup Daily, we’re sharing some insights into how our remote presenting feature works. LivePreso Remote uses advanced web synchronisation..
SalesPreso earns prestigious SIIA CODiE Awards industry recognition
SalesPreso Named SIIA Business Technology Product CODiE Award Finalist for Best Digital Process Automation Solution. Finalists represent the best products, technologies, and..
SalesPreso + Jellis Craig boost innovation efforts in real estate sector
Today we announced SalesPreso will be rolled out across leading Victorian real estate agency group Jellis Craig and its network of 350+ agents. You can read more about it here and..
SalesPreso wins ABF 2019 Enterprise B2B Business of the Year!
Last night, at the Australian Business Forum, 2019 B2B Awards, SalesPreso was awarded Enterprise B2B Business of the year.
SalesPreso wins again at the 2019 American Business Awards – Stevie Awards
This was a huge win for this Australian startup, the only non-US based contender and the second year winning across the same two categories, Sales Enablement and Sales Automation;..
SalesPreso named as a finalist in the Australian Business Forum, 2019 B2B Awards
SalesPreso is excited to be named as a finalist in two key categories:
SalesPreso for Wealth previews at the FPA 2018 Congress
SalesPreso for Wealth is previewing at the Financial Planning of Australia (FPA) 2018 Professionals Congress, Sydney 21st-23rd of November. The FPA Professionals Congress is the..
SalesPreso wins at National AIIA iAwards 2018
Melbourne-based technology platform SalesPreso has won a coveted award at the National Australian Information Industry Association (AIIA) iAwards, the nation’s leading awards..
How B2B Companies Can Use Their Customer Data More Effectively (And Why They Need To)
In this opinion piece, SalesPreso co-founder and CMO Joel Thomson explains how B2B companies can use their data more effectively and deliver a personalised customer experience..
SalesPreso wins at 2018 DrivenXDesign® Awards
SalesPreso, Australia’s leading sales enablement platform for enterprise B2B organisations, has won Silver at this year’s DrivenXDesign® Awards.
Going global: Internationalisation, GDPR and opportunity
You might be forgiven for thinking that achieving overseas growth as an Australian tech company would be easier now than it’s ever been; English is the lingua franca of the global..
Sales Enablement Society’s Melbourne Chapter launches
On the 8th of May, the Melbourne Chapter of the Sales Enablement Society held its inaugural meeting. The meeting was a huge success, with over 30 sales enablement professionals in..
SalesPreso wins at Victorian iAwards
The company will go on to compete at the National iAwards later this year
SalesPreso supports the Melbourne Chapter of the Sales Enablement Society
Inaugural Chapter meeting to be held on the 8th of May
SalesPreso shortlisted in 2018 DrivenXDesign® Awards
We’re shortlisted in the category: Digital – New Service or Application.
SalesPreso at the Amazon Web Services Summit Series 2018: #cleverdecks
SalesPreso is excited to announce that this year we will be participating in Amazon Innovation Day and Amazon Web Services Summit in Sydney, Australia.
SalesPreso wins Gold and Silver at the 2018 Stevie Awards
Awards won for Sales Automation and Sales Enablement
SalesPreso named as a Finalist in 2018 Stevie® Awards
12th annual awards will be presented on February 23 in Las Vegas
Brave New World of Artificial Intelligence
I recently had the pleasure of attending a Committee for Economic Development of Australia (CEDA)-organised event on “The Brave New World of Artificial Intelligence”.
2018 Deadline For Digital Transformation
Last Friday I presented on a panel at the 2017 Pivot Summit; this article captures the thoughts I shared and provides a little insight into this fabulous home-grown event. Pivot..
5 Steps to Bridge the Gap Between Sales and Marketing to Achieve High ROI
Aaron Cooper, Co-founder and CEO, SalesPreso talks about the well-entrenched ‘marketing build, sales customize’ approach to sales presentations leads to lost productivity on both..
Post 3 of 3: Which of the many tech trends packs the biggest punch?
I was on the panel at a session called “The Digital Advantage – Take your company and product to market fast!” at the Microsoft Summit two weeks ago. The discussion prompted me to..
Post 2 of 3: The balance between getting your product right and achieving scale
One of the things we discussed in the panel session last week was the challenge we all face: Should we place more focus on perfecting our products and solutions, or on growing the..
Post 1 of 3: Sometimes you win, sometimes you learn
My panel session at the Microsoft Summit this week got me thinking about the journey we’ve taken at SalesPreso, and the hurdles we’ve come up against over the years. So I’ve put..
Your presentation is backwards – here’s what you need to do
There are a number of consistent flaws across a wide range of poor business presentations, says Joel Thomson. Here’s how to turn those backward presentations around.
6 ways your technology should support the evolving CMO
It’s no secret that the role of the CMO is changing. Google ‘the rise of the chief marketing technologist’, for example, and you’ll find almost 350,000 results.
A Good Work Culture Isn’t Just About Having A Cool Office
Work perks like pool tables and standing desks at the office are great but they don’t guarantee a good work culture that employees can thrive in.
Sales pitch impresses ex-Xero boss
Former Xero Australia boss Chris Ridd has joined local tech startup SalesPreso as an investor and adviser as it gains traction for its ‘PowerPoint on steroids’ platform among some..