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Code and the Corner Office: Software is Changing How We Live and Work

Bloomberg once again delivered an exciting, thought-provoking program this year with its annual invite-only Technology Conference in San Francisco. Themed “Code and the Corner Office,” the all-day event explored how software, code and coding culture are transforming industries – from retail to manufacturing to healthcare – and fundamentally changing the way we work, live and communicate. Tech leaders including […] Read more >

Highlights From the In|Vest Wealth Management Conference 2015

Hearsay Social recently attended the In|Vest Conference in New York. The 2-day conference brought together an array of individuals, from executives at the largest financial institutions to founders of financial technology startups that are disrupting wealth management, to provoke conversations around the future of the industry. From idea hackathons to keynote speakers to product demos to panels, here are a few highlights of what we heard. Read more >

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 >

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 >
FB-Thrivent-HSS-Webinar (1)

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 >

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. Read more >