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..
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.
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..
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..
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...
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..
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..
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.