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Highlights from Hearsay Social London Customer Forum 2016 – Key Trends and Takeaways

Hearsay Social customers from across Europe gathered for the 2nd annual customer forum in London on June 16. The interactive forum — geared for customers to learn how to derive success from their social media programs — was filled with practical tips and insights on the most pressing questions concerning their programs today, including those related to product queries and requests, […] Read more >
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How Firms Will Reach Next-Gen Investors

From robo advisors to new regulations, millennials to baby boomers, new developments are making clear that the ways of the past are no longer the keys to success in the future—or even today. Read more >
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How U.S. Advisors Can Drum Up Business by Texting [Infographic]

Considering 90 percent of text messages are read within three minutes of delivery, texting represents one of the most powerful communication channels today. For advisors and agents, it can be a powerful tool for converting prospects into clients and strengthening ties with existing clients to grow business. Take a look at the following infographic for important stats on advisor-client […] Read more >
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Microsoft and LinkedIn Combination Will Revolutionize the Knowledge Worker

Big news—this morning Microsoft announced its intention to acquire LinkedIn for $26.2 billion, as part of its Productivity and Business Processes division. As the largest acquisition of a consumer internet company in history and largest acquisition Microsoft has ever done, this is a huge step for both companies and for the tech industry. I want […] Read more >
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Majority of Clients Want to Connect With You On Social Media, Says FPA / LinkedIn Study

There’s no doubt that social media is a top priority for many financial services firms and advisors. Today, social media is a key way to connect and engage with clients and, by sharing education and thought leadership to help clients navigate their financial journeys, it can help grow business. In a joint study by LinkedIn and […] Read more >
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Hearsay Innovation Summit 2016: What’s Next for Financial Services?

We’re honored to host nearly 100 executive leaders and startup thinkers from the financial services industry and beyond for a day of thought-provoking discussion about the future of financial services products, distribution and the new customer experience. Read more >
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Hearsay Social CEO Clara Shih Named to 2016 IA 25 List of Industry Influencers

We’re excited to share that our CEO and founder, Clara Shih, was named this week to Investment Advisor’s prestigious 2016 IA 25 list of the most influential people in the financial services industry. This year’s winners represent the various forces that shape and steer the industry forward, from traditional brokerages to technology startups, regulatory organizations to research firms. Read more >
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