Social media compliance updates from the 2014 FINRA Advertising Regulation Conference

Once again, social media compliance took center stage as FINRA dedicated two sessions to highlighting the adoption of social media in the financial services industry and the evolution of social media regulation. Here are some of the key topics and takeaways.
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Congratulations to the newest class of Gramercy Institute’s 20 Rising Stars!

The Gramercy Institute, a network of senior marketers from the world's leading financial institutions, this week celebrated 20 up-and-coming leaders in the financial services marketing industry. Congratulations to all of you who made the list! Read more >

Interviews with Marie Swift and Michael Kitces at #FPABE in Seattle: #HSonAir Episodes 6 and 7

In episodes 6 and 7 of Hearsay Social On the Air we introduce, we review the Financial Planning Association (FPA) Business and Education Conference (#FPABE) in Seattle and sit down with two thought leaders there. Read more >

Customer success in the digital era at Dreamforce 2014

Dreamforce, Salesforce’s annual tech show and music festival, took over the streets of San Francisco last week--and Hearsay Social was there in full force. Here are three key takeaways from the event. Read more >
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CNBC interviews Hearsay Social CEO Clara Shih at Fortune’s Most Powerful Women Summit

Watch the segment to below to see Hearsay Social CEO Clara Shih chat with CNBC reporter Julia Boorstin (@jboorstin) at Fortune’s Most Powerful Women Summit, covering financial services, the differences between the social networks, and the ROI of social media. Read more >

Zurich Insurance Group collaborates with Hearsay Social in Germany, Austria, Spain, and more

Today we’re proud to announce that Hearsay Social has collaborated with Zurich Insurance Group, a leading multi-line insurer that serves its customers in global and local markets, to empower their agents across Europe on social media. Read more >
Kristin Andree

Interview with Kristin Andree: #HSonAir Episode 5

In episode 5 of Hearsay Social On the Air we talk to Kristin Andree after the Social Shake Up Conference. In the interview, we learn about the coaching work Kristin does encouraging advisors to use social media in their practice. Read more >

Your customers are evolving – change your ways! A message to private banking and wealth management

Hearsay Social was recently invited by The Financial Services Forum to attend an event where Mr. Robert Taylor of UK Financial Conduct Authority (FCA) was addressing the private banking/wealth management industry. Here are some key takeaways. Read more >


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