Blog
Automation is the greatest tool in the financial adviser toolkit
LivePresoNovember 25, 2024
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..
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..
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..
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..
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..
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..
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.