Deliverables that sound like your firm
A website scan derives your positioning, services, tone, and the language you do and do not use. A brand contract keeps your colors, logos, and disclosures under firm control. The result sells like your practice — not like generic AI a prospect has seen ten times this month.
How does AI keep advisor deliverables on-brand?
PREZENTD scans a firm's website once and learns its positioning, services, tone, and vocabulary. A brand contract then applies the firm's logos, colors, and default disclosures to every deliverable from settings — never from model preference. The voice profile stays visible and editable, so the firm can refine it or rescan after a rebrand. Output reads like the firm wrote it, not like generic AI.
Point it at your website. It learns how your firm talks.
PREZENTD scans your firm's site and learns how you position yourself, who you serve, the process you've named, and the tone you write in. From then on, every deliverable carries that voice — your vocabulary, your framing — without anyone re-explaining the firm to an AI. Onboarding also asks "How do you sell?" — your selling framework and meeting steps — so Meetings & Firm Memory can score every meeting against your own process from day one.
- —Captures positioning, services, audience, and process cues from your own site.
- —Notes confidence and evidence so you can see what the scan relied on.
Your words always win.
Firm voice guides vocabulary and tone only — it never overrides your source material, your structure, or your creative direction. The firm profile carries language to use and language to avoid, plus the compliance boundaries your firm has set. It shapes how a deliverable is worded, not what it claims. Your notes, your chosen topic, and your structure always win over the model's instinct.
- —Language-to-use and language-to-avoid keep wording consistent with your firm.
- —Compliance boundaries from your profile inform tone, not approval.
Colors, logos, and disclosures come from your firm settings, never from AI preference.
PREZENTD treats branding as a contract: your logo variants, brand colors, and default disclosure are set once and applied to every deliverable. The model does not get to invent your palette or drop your disclosure — those are firm-controlled inputs, not stylistic guesses.
- —Logo variants and brand colors render from settings on every build.
- —Your default disclosure travels with the deliverable automatically.
Your voice profile is yours — edit it, evolve it, rescan after a rebrand.
Nothing about firm voice is a black box. All eight fields — positioning, audience, services, named processes, tone, language to use, language to avoid, and compliance boundaries — are editable by admins after the scan. Your edits are kept; a rescan warns before replacing them, and you can turn Firm Voice off entirely. The same scan also surfaces deliverable ideas specific to your firm — ready-made starting points in the builder instead of a blank brief.
- —Edit any of the eight fields, anytime; edits survive a rescan.
- —Get suggested deliverables drawn from your own services and positioning.
Questions advisors actually ask
How does PREZENTD learn my firm's voice?
It scans your firm's website and extracts Firm Voice: eight fields — positioning, audience, services, named processes, tone guidance, language to use, language to avoid, and compliance boundaries — along with evidence and confidence notes. That profile is applied to every build and stays editable by admins.
Can the AI change my brand colors or logo?
No. Colors, logos, and your default disclosure come from your firm settings under a brand contract. The model applies them; it does not invent or override them.
Does firm voice let the AI change what my deliverable says?
No. Firm Voice guides vocabulary and tone only. It never overrides your source material, the structure of the deliverable, the topic, or your creative direction — those remain yours. It is distinct from Firm Memory, which is what your firm learns from logged meetings.
Is the website scan permanent?
No. Firm Voice is reversible and editable. Admins can edit any of the eight fields in place and the edits are kept; a rescan produces a fresh profile and warns before replacing your edits. You can also turn Firm Voice off entirely and turn it back on later.
What are suggested starts?
The website scan can surface deliverable opportunities specific to your firm. Those become suggested starts that open the builder with the idea already written in, so you can begin from something relevant instead of a blank brief.
Make every deliverable sound like your firm
Start a free 7-day trial, scan your site, and let firm voice and your brand contract shape every build. No charge until day 8.
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