Use cases
Account reviewsPrepare data-driven account or customer success reviews in seconds, not manually in daysNew business Create tailored, interactive content for your customers—on the fly—to guide your saleLong-tail revenueEngage your entire customer base like they’re a key account, with automated workflows
Teams
Sales teams Supercharge your sales workflow and drive revenue
Marketing teamsBridge the gap between marketing and sales
Enablement teamsElevate your customer-facing teams
Advice teamsIntegrated, interactive advice documents
Solutions
Content automationReduce preparation time from days to seconds
Interactive presentationsEnable winning customer experiences
Powerful analyticsUncover game-changing user and customer insights
Remote experiencesEmpower your remote teams, wherever they are
Automated, data-driven, interactive. What else doesn’t your content do?
Introducing the LivePreso Partner Network, our new and improved partner program
What should financial advisers expect in 2025?
We sat down with Kyle Redpath to talk about the phenomenal automation and ROI that V.I. has delivered their enterprise clients with LivePreso.
"The team get really excited about the possibilities of presenting data to a relevant customer audience through the tool."
Kyle Redpath | V.I.
Drive up your client lifetime value with automated wealth reviews
LivePreso appoints Tony Hughes as Chairman