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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 seven impressive fellow Silicon Valley tech startups.
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RECENT POSTS

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5 Things Wealth Managers Must Do to Thrive in the Digital Age: Insights from the 2015 World Wealth Report

The rise of new technologies and evolving needs and expectations of high net worth individuals (HNWIs), especially those under the age of 45, has given much for wealth managers to ponder and, more importantly, act upon over the next several decades. According to this year's World Wealth Report released by Capgemini and RBC Wealth Management, wealth managers must adapt to meet the challenges of an evolving landscape or risk lower client satisfaction levels. Read more >
GAMA LAMP keynote Clara Shih

Social Business, Recruitment Take Center Stage at GAMA LAMP Asia

Field leaders and executives in investment, insurance and financial services in Asia and beyond converged earlier this month for the annual GAMA LAMP (Leadership & Management Program) Asia conference to learn, network and recharge with the industry’s best and brightest. Held in Hong Kong this year (which also happens to be Hearsay Social’s Asia headquarters), […] Read more >
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#HSonAir Podcast: Interview with Matt Fronczke of Kasina

In episode 52, Matt Fronczke, Director of Product Consulting at Kasina joins us to discuss how technology is evolving in the B2B world of financial services and his role in leading many of the firm’s consulting engagements and developing new and innovative products and product related research for their clients. In our discussion we explore […] Read more >
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5 Ways Social Media Can Keep You In Front of Prospects and Clients

Not long ago, the term “content marketing” existed only within the marketing world, if at all. Yet the idea of using content to tell stories and market to customers has been around for centuries. These days, content is king and queen, and professionals in every industry — including financial services — are leveraging content in multiple ways to create awareness around a topic that is meaningful to their target audiences. Read more >
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#HSonAir Podcast: Employee Spotlight Series: Dan England (Sales Operations)

As we celebrate our half yearly company kickoff, we invite Dan England to share some insight as to how marketing and sales operations works at Hearsay Social. Dan is a certified Salesforce administrator with over 10 years experience. This show was recorded the week that the Supreme Court validated marriage equality across the US. Dan […] Read more >
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Social Selling in a Regulated World [Webinar Replay]

We’re Hearsay Social, so we obviously know a thing or two about social media. But how should financial services sales professionals leverage social media to achieve their sales goals? And how should financial services companies in other countries such as Europe, Germany, and France, which have strict regulations around social media, leverage the demands and risks around social media? […] Read more >
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#HSonAir Podcast: Interview with Michael Lock

Joining us to celebrate our 50th episode we invite Michael Lock to share his thoughts and observations on the evolution of technology in the enterprise, and how today’s mobile consumer is challenging the financial services industry to remain competitive and relevant in the digital age. Join the conversation with @victorgaxiola and @elizelig on Twitter, use […] Read more >
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