LV= Document Personalisation Portal
Financial Advisers that sell LV= products often give product literature and guides to their clients for further information.
Advisers are always keen to add their contact information and company logo to LV= literature that they hand to clients.
The Moreish Approach
Moreish developed an online document personalisation portal which provided the ability to personalise documents to ensure valuable adviser partners feel important and facilitate more confident sales discussions with co-branded, bespoke documents.
The intuitive system has been well liked by both the LV= sales team and advisers and is now being rolled out across various product ranges.