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Advisors & Accountants

Client-Education Seminars That Capture Every Question

At a client-education seminar, the questions people most want answered are the ones they will not ask out loud. With PresEngage, attendees ask anonymously from any browser and your AI Co-Presenter answers from the materials you uploaded -- while every attendee who joins is captured as a lead for follow-up.

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  • 100%

    Anonymous question option

  • 0

    Apps to download

  • 25

    Attendees free

  • 60s

    Setup time

The Challenge

Common Financial Services Presentation Challenges

  • The problem Attendees Hold Back Their Real Questions
    PresEngage solves it Personal-finance and tax topics feel private in a room of peers. Anonymous, browser-based questions let attendees ask what is really on their mind without raising a hand.
  • The problem The Best Questions Go Unasked
    PresEngage solves it When the most pressing questions never surface, your seminar misses the moments that build trust. The AI Co-Presenter answers the long tail of anonymous questions from your own materials, so more gets covered.
  • The problem Engaged Attendees Are Not Followed Up With
    PresEngage solves it Attendees who engage with your seminar are your warmest prospects. Every attendee who joins is captured as a lead, so your follow-up reaches the people who leaned in.
The PresEngage Solution

Turn an Education Seminar Into a Relationship

PresEngage helps advisors and accounting firms run seminars where attendees feel safe to ask and you learn what they care about. Attendees join from any browser, ask anonymously, and the AI Co-Presenter answers strictly from the educational materials you uploaded -- capturing each attendee as a lead. PresEngage is an engagement tool; it does not provide financial, tax, or regulatory advice, and answers come only from the content you supply.

  • Attendees ask sensitive questions anonymously from any browser -- no hand-raising
  • AI Co-Presenter answers only from the educational materials you upload, on your terms
  • Every attendee who joins is captured as a lead for compliant, personal follow-up
  • App-free joining from any browser -- easy for clients of every comfort level
  • Moderators can review and curate questions before they are answered
  • Free for up to 25 attendees, then $29/mo as your seminar audiences grow

In a room full of clients, no one wants to ask the personal money question out loud. Letting them ask anonymously surfaced the topics they actually care about -- and every attendee became someone we could follow up with personally.

Client-Education Lead
PresEngage User

This page describes engagement and lead-capture functionality. It is not compliance, legal, or financial advice; advisors are responsible for their firm's and regulators' (e.g., FINRA/SEC) requirements.

Anonymous Questions, Answered From Your Materials

Attendees scan a QR code or tap a link, ask their question anonymously, and your AI Co-Presenter answers from the educational content you uploaded -- so more questions get covered and more attendees become people you can follow up with.

  • Anonymity invites the questions clients hold back in a room
  • Answers stay within the materials you supply -- engagement, not advice
  • Patent-pending AI Co-Presenter -- see pricing
PresEngage anonymous real-time audience Q&A messaging interface during a client seminar
FAQ

Seminar Engagement Questions

  • Can attendees ask questions anonymously?

    Yes. Attendees submit questions anonymously from any browser, which makes it easier to ask the personal finance or tax questions people often hold back in a room of peers.

  • Where do the AI answers come from?

    Only from the materials you upload. The AI Co-Presenter grounds its answers in your own educational content, so it stays within the scope you set. PresEngage does not provide financial, tax, or regulatory advice.

  • Does PresEngage make compliance or regulatory claims?

    No. PresEngage is an audience-engagement tool. It does not offer regulatory compliance certifications or advice; it lets attendees ask anonymously and answers from the content you provide. Your firm remains responsible for how you run and follow up on your seminars.

  • Is this compliant with FINRA/SEC requirements?

    That depends on your firm's and regulators' rules. PresEngage provides engagement and lead-capture functionality; advisors remain responsible for their own compliance, recordkeeping, and approvals.

  • How does lead capture work at a seminar?

    Attendees opt in from their phones during the session; you receive their contact details and can trigger automated follow-up afterward. Anonymity in the room and lead capture are configured to your needs.

  • What does it cost?

    PresEngage is free for up to 25 audience members and $29/month as your seminar audiences grow. App-free joining and the AI Co-Presenter are included.

Run Seminars Your Clients Actually Engage With

Let attendees ask anonymously, answer from your own materials, and follow up with everyone who joined.

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No credit card required. Free for up to 25 audience members.