Engage clients on digital. Capture the data in CRM. Digitize manual processes. Purpose-built for financial advisors to deepen client relationships and grow their book of business at scale.

Hearsay Systems

Client Engagement Platform empowering distributed financial services teams to authentically and intelligently engage with customers by building and growing relationships through compliant social media, texting, and local websites.

Hearsay

Drive client satisfaction by making compliant, on-the-go communication intuitive, efficient and easy, while your field benefits from the guidance they require to succeed and grow.

Take advantage of Hearsay's industry-specific compliance rules engines with baked-in best practices (available for Insurance, Wealth Management, and Banking) to configure quickly and accelerate time to deployment.

Integrate seamlessly with leading platforms for CRM and archiving to automatically capture client interactions and all related metadata for deeper insights across the organization.

Supporting both employee-owned (BYOD) and company-issued mobile devices, Hearsay empowers tens of thousands of sales reps and relationship managers to engage with customers on modern channels through text messaging and mobile calling.

SECURITY, COMPLIANCE & SUPERVISION

ENTERPRISE INTEGRATION-READY

SCALABLE MOBILITY STRATEGY

Texting is the most efficient and effective digital channel for engaging customers. However, the highly regulated nature of Financial Services makes deploying a secure, compliant enterprise texting program a challenge.  <a href="https://www.hearsaysystems.com/solutions/hearsay-relate" target="_blank" style="font-size: 12pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent;">Hearsay Relate</a> enables financial professionals in the field to compliantly text one-to-one with clients, and enterprises to vigilantly comply with industry standards. With <a href="https://www.financialadvisoriq.com/c/3516914/437874/probes_goldman_over_employee_messages" target="_blank" style="font-size: 12pt; font-family: Arial; color: rgb(17, 85, 204); background-color: transparent;">regulatory scrutiny</a> of employee communications increasing, implementing a compliant texting solution is more crucial than ever. Backed by industry-leading compliance and supervision tools, Hearsay enables over 200,000 financial advisors to confidently engage with clients and guide clients through some of their most important financial decisions.Top financial firms utilize Relate to: Address regulatory compliance &amp; supervisionProtect the firm and advisors through Relate’s proven platform and industry-workflows, drastically reducing time and resources for supervision. Archive integrations ensure data is captured in its entirety and with context.  Accelerate productivityWhether through timely responses, recommended actions, or suggested replies at key moments, advisors can intelligently engage with clients. With smart guided actions, Hearsay’s users have made significant productivity gains, freeing up advisors’ time and increasing client engagement frequency by nearly 7x. Allow advisors to prioritize the right work, and delegate the restDelegate work, such as scheduling meetings, to the right resources, while maintaining a seamless customer experience. Pre-scheduled texts and bulk messages save administrative time.  Drive better-informed, more timely outreach with CRM integrationCRM integration ability provides a richer view of the client journey and informs intelligent workflows that power automated outreach for new and existing clients, with meaningful results. Firms have seen a boost in response rate and a 37% increase in lead conversion.

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Hearsay Relate