Same-day Success: the Australian Practices Setting New Standards for Technology Onboarding
LivePresoJune 20, 2025
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..
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..
How smarter organisations increase performance during an economic downturn
Every business wants more efficiency from their people, that's a given. What has been exciting to see - even during the pandemic years - is how smart organisations are using the..
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..
6 things LivePreso co-founder Joel Thomson loves about working from home
MEDIA INTERVIEW Sydney, Australia, October 09, 2020