Hearsay Systems

Hearsay Systems

Hearsay Systems empowers financial advisors with compliant digital engagement tools, enhancing client relationships and sales success.

Location: United States
Software Type: Web App

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Description

Hearsay Systems is a premier provider of digital client engagement solutions tailored for the financial services industry. Founded in 2009, Hearsay assists over 260,000 advisors and agents in navigating compliant communications across various digital channels including social media and texting. By focusing on authentic and compliant interactions, Hearsay enables financial representatives to build strong relationships, optimize sales engagement, and improve client retention.
With partnerships with leading firms such as BlackRock, Charles Schwab, and New York Life, Hearsay's platform emphasizes compliance, making it a trusted solution for over 140 financial institutions. In August 2024, Hearsay was acquired by Yext, further enhancing its capabilities to manage diverse digital channels effectively. Hearsay operates on a global scale with teams across North America, Europe, and Asia, showcasing a commitment to fostering a culture of innovation and excellence.
The '2024 Social Selling Blueprint' serves as a strategic guide for organizations looking to enhance their social selling programs, outlining key building blocks for success, strategies to overcome challenges, and best practices from industry leaders. Additionally, Hearsay provides insights into compliant texting through various use cases that drive business growth, emphasizing its role in enhancing customer relationships and prospecting efforts. Their solutions are designed not just to meet regulatory standards but to empower financial professionals to deliver exceptional customer experiences.

Features

Client Engagement Platform

Facilitates authentic and compliant interactions through social media and messaging.

Compliance Management

Ensures adherence to regulatory requirements in digital communications.

Sales Optimization Tools

Enhances sales engagement strategies for advisors and agents.

Global Reach

Provides services to financial firms across North America, Europe, and Asia.

Partnerships with Leading Firms

Collaborates with major financial institutions to deliver trusted solutions.

Social Selling Blueprint

Offers strategic guidance for implementing successful social selling practices.

Compliant Texting Solutions

Describes essential use cases for effective communication via SMS.

Tags

client engagementfinancial servicescompliancedigital marketingsocial mediasales toolsHearsay Systems

Documentation & Support

  • Installation
  • Documentation
  • Support
  • Updates
  • Online Support