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