About Panoramica
Built by an operator, for teams that sign things off
What we do
Panoramica builds the AI revenue stack for financial services and fintech firms. Each system does one job, from clean data and campaigns to call prep and the leadership view. Your team signs off on everything. You start with one brick and add the next when it pays off.
We don't compete with AI agents. We put them to work inside a system your team controls.
Why Panoramica exists
Panoramica Solutions is led by Lorenzo Liviero, a RevOps operator who has built 20+ AI and revenue projects for revenue teams since 2025.
The idea came from that work. AI can now draft almost anything. What it cannot do is answer for it. In financial services that matters more than anywhere, because someone has to sign every piece of marketing off.
So every system Panoramica builds does the work, then waits for the person who will answer for it. Every setup is led by Lorenzo, from the first handbook review to the run.
Three things every system keeps
Sign-off by design
AI does the work. A person in an approver seat makes the decision, and their edits are kept.
Your rules, uploaded
Every output is checked against the guardrails or handbook you upload before anyone reviews it, so the first draft is already on your terms.
Your context, owned
Your handbook, voice and templates live in your workspace. You own your data, configuration and outputs.
Questions
Anything else, email Lorenzo.
What does Panoramica do?
We build the AI revenue stack for financial services and fintech firms: data foundation, Client Discovery, Marketing Studio, Goldmine, The Brief, Deal intelligence, Sales RAGs and data consolidation. Each does one job, and your team signs off on what it produces.
Why not use an AI agent, or my CRM's own AI?
Use them. Where an agent or your CRM's built-in AI does the job, we build on it. What a model alone does not give you is your data cleaned and connected, your handbook applied to every output, and a person accountable for what ships. That is the system we build around it.
Do I need the whole stack?
No. Most clients start with one brick, usually Marketing Studio, and add the next when the first one pays off.
Who signs off?
Only the people you choose. Nothing reaches a client or a prospect until an approver on your team says so, and their edits are kept.
Who owns it?
You own your data, configuration and outputs. The Panoramica engine is licensed, with support included.
How is it priced?
A setup fee, then an annual licence with support included. Each product page has an inquiry button for the figure.
Start here
See Marketing Studio at work
Book a demo and bring a recent campaign.