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..
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..
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..
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..
Rain Group and LivePreso – delivering exceptional virtual selling experiences
WEBINAR RECORDING Sydney, Australia, October 20, 2020