FOR FINANCIAL SERVICES
Regulated doesn't have to mean slow.
How LivePreso helps
  • Compliance built in, not bolted on. Every presentation draws from approved, current content, so nothing reaches a customer that hasn't been sanctioned
  • Audit-ready by default. Full visibility into what was presented, to whom, and when
  • Consistent across every channel and team. Branch, adviser or contact centre, everyone presents from the same governed source
  • Faster without cutting corners. Automate the manual assembly work, without loosening any of the controls that regulation demands

You don't have to choose between moving fast and staying compliant. LivePreso is built to do both at once.

Built on...

Centralised control

The governance layer that keeps every document compliant

Enablement intelligence

Audit-ready visibility into every presentation

See it in action

Financial advice


QBRs / Account reviews


Explore other teams/ industries/ business types


LIVEPRESO CUSTOMER STORIES
FYG Planners Partner with LivePreso to roll out innovative advice delivery platform

FYG Planners partnered with LivePreso to deliver FYG’s WealthEye advice delivery portal.

WealthEye is a smarter advice delivery solution that allows FYG’s advisers to present advice to clients in a cleaner, simpler and engaging manner, both in person and remotely that removes the need for manual editing of documents.

Watch the FYG case study
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See compliance that doesn't slow you down

Book a demo and we'll show you a full LivePreso implementation — from data to governed, interactive presentation — in under an hour.

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