Technology Providers (Platform Innovation)

Hearsay Systems offers leading Advisor Cloud solutions for financial services, empowering advisors to efficiently and compliantly use social media, websites, tex t and email to engage with customers, build stronger relationships and grow their business. Its prescriptive technology processes and prioritizes data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with customers next. Built for the enterprise, Hearsay connects these advisor-client inter actions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows. Hearsay is used by more than 150,000 advisors and agents at the world ’ s largest financial services and insurance firms including New York Life, Raymond James and Vanguard. The company is headquartered in Silicon Valley.


Hearsay 360: The Complete Client Engagement Platform for Financial Advisors

Hearsay is the complete client engagement platform that enables financial advisors and insurance agents to efficiently and compliantly build stronger client relationships across social media, advisor websites, email and text messaging.

Hearsay’s “Hearsay 360” solution makes it easy for advisors to connect with clients when it matters the most, saving them time and eliminating guesswork. Gathering client engagement data across social, advisor websites, email and text, Hearsay 360 gives advisors a holistic view of clients ’ digital behaviors. With this information, the platform ’ s predictive analytics will suggest which client or activities an advisor should react to via a list of recommended actions (the Action List) based on the activity or content that is likely to be most effective. It also enables the advisor to act on those suggested actions, all in just a few clicks.


For example:

1. If a client demonstrates interest in an advisor ’ s social media post by commenting or reacting to it, the advisor will be alerted to respond via Hearsay ’ s automated list with a suggested action based on what ’ s likely to be most effective, such as sending a personalized email.

2. With a few clicks, the advisor can send a pre -approved, compliant email that matches the client ’ s interests.

For financial firms, Hearsay 360 not only provides complete visibility into all advisor digital marketing, it also easily plugs-and-plays with other core enterprise systems such as compliance archives, corporate CRM systems and marketing clouds for con tent.

Category Finalists

Key Business Leader

Clara Shih
Founder, CEO

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