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Introducing Hearsay Mail, an Efficient Email Marketing Solution for Advisors and Agents

Today, we are excited to announce Hearsay Mail, the latest technology in our Predictive Social Suite, which will make it easy for companies and advisors to efficiently reach and engage with customers through personalized emails at scale. Now, busy advisors and agents can send relevant, personal emails Read more >
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Introducing Social Business Training for Advisors

Developed specifically for advisors, Social Business Training provides an interactive e-learning platform for advisors to gain practical knowledge on how to create a social business plan and grow their business. Read more >

Putnam Survey Shows Nearly 80% of Advisors Gained New Clients Using Social Media

For the fourth year in a row, Putnam Investments released the results of its latest Social Advisor survey, which looks at the social media usage habits of over 800 financial advisors, comprising all business models, geographies, ages and gender. The survey, performed by BrightWork Partners on Putnam’s behalf, revealed some interesting data around four key areas: social […] Read more >

10 Social Media Posts to Share During Life Insurance Awareness Month

September is Life Insurance Awareness Month – promote the importance of having adequate coverage by sharing these pre-written posts with your social networks. Read more >

Introducing the Corporate-to-Local Marketing Guide for Financial Services Companies (New eBook)

As the buyer’s journey has largely shifted online, it is increasingly important for companies, especially trust-based companies within the financial services and insurance industry, to connect with consumers where they are researching, seeking advice, or contemplating a purchase. Read more >

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 >