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The Rise of Social Recruitment, Early Adoption, and Other Insights from LIMRA’s 2015 Social Media Conference

Last year, when Stephen Selby, Assistant Vice President of Regulatory Services for LIMRA, announced that the LIMRA LOMA Social Media Conference for Financial Services (#LLSMC) was coming to San Francisco, no one was more excited about the news than I was. You could hear the enthusiasm in what at the time was only our third Hearsay Social […] Read more >
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New Social Business Maturity Model Enables Firms to Assess Success

To kick off the official start of the 2015 LIMRA LOMA Social Media Conference for Financial Services today, we're thrilled to unveil our new Social Business Maturity Model, a standardized measurement methodology that allows financial services and insurance companies to evaluate the success and progress of their social business programs. Read more >

Hearsay Social Powers Social Business Technology Program for Signator Investors

We’re honored to welcome Signator Investors Inc., part of the John Hancock Financial Network, to the Hearsay Social family. Signator advisors can now take advantage of Hearsay Social’s single-sign-on dashboard, robust content library and predictive data to efficiently connect with customers on social media, and develop those meaningful, one-to-one relationships that are essential in the world of financial services. Read more >

How Advisors Can Reach and Engage With Female Investors

In the past year alone, financial advisors have recognized the growing importance women play in household investment and financial decision-making, yet often struggle with just how to reach and engage with female investors – or, worse, fail to realize the vast opportunities female investors represent for growing their business. Read more >
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German Insurance Firms Agree Social Media Provides “Human” Touch Necessary for Growth

We recently partnered with a prominent insurance industry group in Germany, AMC, on a survey to gauge the state of social media usage among German insurance companies, as well as to identify opportunities to help agents better leverage technology to grow business. Read more >

First European Customer Forum: Keys to Social Business Success for Financial Services Firms

Hearsay Social recently hosted its first European Customer Forum in London to highlight best practices around social business in an ever-changing global financial services industry. Customers hailed from all parts of Europe including France, Germany, Spain and the UK and spanned multiple industries including wealth and asset management, banking, and insurance. This varied customer base provided an […] Read more >

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 >