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Transforming Traditional Advisor Channels: Announcing Hearsay Messages and the Predictive Omnichannel Suite

Today, I’m thrilled to announce our Predictive Omnichannel Suite, a full set of integrated apps purpose-built for advisors to save time, stay relevant, and deliver more personalized service to their clients.
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5 Ways to Integrate Social Media Into Your Daily Routine

Having an online presence is a critical part of building connections with prospects and maintaining relationships with existing customers. Many financial services professionals are now promoting their businesses online via social media and other digital channels to stay top of mind. But changing up an existing routine isn’t always easy. Adding another channel to your […] Read more >

#HSonAir Podcast- Employee Spotlight Series- Chris Dickens (Product Management)

In Episode 68 we continue our Employee Spotlight Series with an interview of Chris Dickens, (@_ChrisDickens) Technical Product Manager at Hearsay Social in our Seattle office. In our interview, Chris shares his early influences in technology, insight on the work he does today, and his thoughts on the future of the industry.  We also explore […] Read more >

Enrollment in Social Media Courses Now Open at The American College

We're excited to share that The American College has opened enrollment for its first formal social media coursework program, which Hearsay Social helped develop as part of a strategic alliance with the college. Read more >
Dave Halligan Photo

#HSonAir Podcast: Interview with Dave Halligan of SalesFocus Solutions

In Episode 67, I interview Dave Halligan, Director, Sales and Account Management at SalesFocus Solutions. I had the good fortune of meeting Dave at an industry conference in Washington D.C earlier this year, and then was invited to present at their customer event in Las Vegas this September. In our interview we talk about MARS, […] Read more >

3 Marketing Lessons from SIFMA’s Social Media Seminar

Building a great brand online requires companies to listen intently and use their most authentic voice. This was one of the main themes at this year’s SIFMA Social Media Seminar in New York. Throughout the sessions at the day-long event, financial services executives and thought leaders discussed strategies for building a credible reputation and engaging with clients […] Read more >

#HSonAir Podcast: Introducing Hearsay Messages

In Episode 66, Mark Gilbert (@markegilbert), VP of Product and Yasmin Zarabi (@yasminzarabi), VP of Legal/Compliance, join me to talk about the release of Hearsay Messages the latest technology in our Predictive Omnichannel Suite. In our discussion we explore the catalyst that led to the creation of Hearsay Messages and how its rollout compliments our […] Read more >
Omnichannel-Book (2)

The Omnichannel Advisor: An Executive’s Guide to Turning Impersonal Transactions Into Personal Interactions (New Playbook)

The customer journey for offerings from financial services and insurance companies is changing dramatically, with an increasing array of online and offline options for researching and buying new products and services. The old ways of selling are coming to an end, paving the way for companies to deliver highly targeted and personalized communications seamlessly across multiple channels […] Read more >