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The Age of the Trusted, Omnichannel Advisor: Insights from Social Business Innovation Summit 2015

It was an honor and delight to bring together more than 100 top insurance and wealth management executives, and hear from several impressive fellow Silicon Valley tech startups.
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RECENT POSTS

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#HSonAir Podcast: Interview with Gregory Bailey of Insure.VC

We’ve heard a lot about FinTech, but what about InsureTech? In episode 48 we interview Gregory Bailey (@gbaileyco), Partner at Insure.VC and long time industry thought leader on the changes we are seeing today in mobile, social and wearable tech as well as big data in the ongoing evolution of technology in the insurance space. Gregory will […] Read more >
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Don’t Ignore Social Media or the Fact That Your Advisors Are Already Using It, says Hearsay Social VP of Customer Success Abhay Rajaram

Wealth managers are in danger of “digital Darwinism” as clients’ acceptance of social media outpaces firms’ adoption of it due to compliance concerns, Abhay Rajaram, vice president of customer success at Hearsay Social, told diners at the PAM Annual Marketing Dinner last week. Another danger is that individual advisers within the firm have already accepted these channels. In a straw […] Read more >
Clara Shih Bloomberg Technology Conference

Women in Tech and More from the Bloomberg Technology Conference

I had the honor and pleasure of speaking twice at last week’s Bloomberg Technology Conference in SF. This year’s theme, Code in the Corner Office, focused on how technology and big data have fundamentally changed the way we live, work, and consume information. In my afternoon session, “Women Coders Speak Out,” my Stanford classmate Tracy […] Read more >
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Why Investing In Local, SEO-Driven Advisor Websites Is The New Priority

For years, companies have focused on optimizing their corporate websites to show off their brands. Fortune 500 companies spend billions of dollars each year on brand marketing and a lot of their digital traffic is driven toward company websites. According to a recent eMarketer report, digital ad spending in the U.S. will be nearly $60 billion this year, over $7 billion of which will be spent Read more >
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#HSonAir Podcast: Employee Spotlight Series: Ben Henry (Engineering)

In episode 47 we sit down for a lively conversation with Ben Henry (@bjhenry) Director of Engineering at Hearsay Social. In our discussion we explore his interesting and entertaining journey to Engineering from the shores of Santa Cruz, through an early start in english literature, and his experiences as a professional poker player. Join the […] Read more >
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7 Big Takeaways from Digital Marketing for Financial Services Summit

Nestled in the heart of the Toronto financial district, digital marketers, social directors, and compliance officers from North America assembled for the Digital Marketing for Financial Services Summit annual event.  The event is built for financial marketing executives and focuses on dedicated streams around social & compliance, big data & optimization, mobile marketing & customer […] Read more >
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Webinar: Using Facebook Promoted Posts to Boost Your Financial Marketing Efforts

Ever wonder what leading financial services organizations are doing to increase their social business ROI? We’re excited to share a replay of our webinar How to Boost Your Financial Marketing Efforts Using Facebook Promoted Posts Read more >
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