Hearsay Relate

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.  

Hearsay Relate enables financial professionals in the field to compliantly text one-to-one with clients, and enterprises to vigilantly comply with industry standards. With regulatory scrutiny 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 & supervision

Protect 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 productivity

Whether 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 rest

Delegate 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 integration

CRM 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.