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Hearsay Social Named to CNBC’s Disruptor 50 List!

We’re thrilled to announce that Hearsay Social today was named to the third annual CNBC Disruptor 50 list, which ranks 50 of the country’s “most ambitious and innovative companies changing the economy and overall business landscape.” Hearsay Social was selected from more than 350 companies for challenging the status quo and creating a new ecosystem for our […]
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New Universal Supervision Experience Streamlines Compliance Workflow

We are excited to announce today the new universal supervision experience available to compliance and supervision users of our Predictive Social Suite. The universal supervision experience is a contextual review interface that makes the process of monitoring and reviewing advisor social media and website content significantly more efficient. We built the new universal supervision experience […] Read more >
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#HSonAir Podcast- Empire State of Mind: Part II

The Empire State of Mind series continues with Part II, where we visit with Connor Crown (@ConnorCrown) and Mike Gardineer (@MikeGardineer), Sales Development Representatives in our New York office to discuss their observations on the financial services industry and the initial challenges prospects face in social adoption. We also talk about the unique needs of […] Read more >
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Social Media Compliance: Yes, You Can Be Both Social and Compliant

Advisor use of social media is on the rise – and not just for connecting with friends and family. Today’s social, mobile, and web technologies are changing they way we live and work, including the way people give and receive financial advice. Recent studies show that more than 40% of high-net-worth individuals cite social media as important for accessing information on financial products or services. This creates opportunities for advisors to engage clients and prospects and deepen relationships using social media – and this can be done all while staying compliant. Read more >

#HSonAir Podcast- Empire State of Mind: Part I

In a special two part series, Episode 42 (Part I) focuses on our New York office interviews with Karin Zabel (@kazab), Austin Lunny (@austin_lunny) and Weifang Zhu (@wzhu2009),  members of our Customer Success Dream Team as well as Molly Degnan (@modegs) and Amanda Sydor (@amandasydor), our Marketing Event specialists. Adding to the atmosphere, Manhattan itself […] Read more >

The UK’s New FCA Guidelines and What It Means for Advisors (Part 1)

Back in mid-March, the FCA (Financial Conduct Authority) finalized its guidance on financial promotions over social media channels. The guidelines, which were the result of extensive engagement and consultation with stakeholders from across the financial services industry, have been designed to provide further clarity to financial advisers which have – until now – had little explicit direction on how to ensure their social media campaigns remain compliant. Read more >
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Customer Spotlight: How Raymond James is Leveraging the Power of Social Media (VIDEO)

Ever wonder how leading-edge firms are leveraging the power of social media in their business programs? Well, we recently sat down with Tash Elwyn, President of the Private Client Group at Raymond James and Associates, to learn how Raymond James is implementing social media in their business program to differentiate themselves, cultivate relationships, and grow their business. Read more >
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The Women Adviser Summit and The Advisor of the Future: A Few Parallels

Last week, I had the pleasure of speaking at the InvestmentNews Women Adviser Summit in Chicago alongside several leading women financial advisors on the panel Going Social: How Social Media Needs to Play a Role in Your Brand-Building. I spoke about they ways in which advisors can remain relevant through digital channels. Read more >