Hearsay Systems

Hearsay Systems is a comprehensive client engagement platform tailored for financial services, focusing on empowering distributed teams to create authentic connections with clients while ensuring regulatory compliance. The platform encompasses several key solutions:

Hearsay Social provides a compliant social media solution that allows financial professionals to engage with clients through personalized messaging. It significantly reduces content creation time while improving lead conversion rates and compliance efficiency. Users can manage advisor profiles, launch themed marketing campaigns, and access analytics for informed decision-making.

Hearsay AI integrates artificial intelligence to enhance relationship-building efforts. This solution enables users to discover content tailored to their audience, improving targeting and idea generation while ensuring compliance with intelligent detection features. It integrates seamlessly with CRM systems, primarily Salesforce, to streamline workflows and maximize operational efficiency.

Hearsay Compliance focuses on managing regulatory risks for financial services firms. With a suite of features including universal supervision and customizable workflows, this solution supports legal compliance across various digital channels like social media, text, and websites. It emphasizes proactive risk management and provides expert guidance to help firms navigate complex regulatory environments.

Hearsay Systems has established itself as a trusted partner for over 260,000 users across leading financial firms, facilitating personalized client interactions while maintaining the highest standards of compliance.