We're hiring

IT AND COMPLIANCE POSTS

SummitVisual-01

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 >
Screen Shot 2016-04-27 at 5.43.43 PM

The Social Business Imperative: Eight Years Later

When I wrote my first book back in 2008, social networks were just getting off the ground. What a long way we have come. Today, you’d be hard-pressed to find someone who doesn’t believe in social media’s profound impact on every aspect of work, life, and society. As consumers, we live the social, mobile, and digital transformation every day – from the moment we wake up and scroll through Facebook to when we tweet the world good night just before falling asleep. Read more >
shutterstock_375590017

Is Your Firm Ready for the Rigorous Requirements of MiFID II?

Consistent with the recent overhaul of the EU regulatory framework for financial services, the European Commission has issued updated rules for Markets in Financial Instruments Directive (“MiFID II”), which takes effect on January 3, 2018 for all 28 EU member states.  While the effective date of compliance has been delayed, firms should prepare to work […] Read more >
shutterstock_70550545

The DOL Ruling: 3 Implications for the Advisor-Client Relationship

The Department of Labor (DOL) has finally redefined who will be held to the “fiduciary standard” concerning retirement investing advice and how it’s applied. Yesterday’s long-awaited ruling—which requires registered investment advisors, brokers, and insurance agents (collectively “advisors”) to act in the best interest of their clients—has huge implications that will affect the advisor-client relationship for years […] Read more >
shutterstock_298429103

5 Texting Tips for Increasing Lead Conversion

According to a study by Morgan Stanley, a whopping 91 percent of adults keep their smartphones within arm’s reach. Here are five text messaging tips for financial advisors to help turn prospects into clients. Read more >
shutterstock_208759819

4 Reasons to Text Prospects for Better Conversion

Whether you’re waiting in line for your morning coffee, commuting to work, or even sitting in a meeting—there’s one thing you can count on happening all around you today. Everyone is texting. According to Pew Research Center, 97 percent of U.S. smartphone users text at least once per day. In fact, text messaging has become the most widely used feature on our phones, followed by using the internet, making voice/video calls and email. Read more >
shutterstock_283461473

Compliance for the Financial Services Industry in 2016 [WEBINAR REPLAY]

Thanks to all that attended our #HScompliance presentation on social media compliance for the financial services industry. Please find the webinar replay below as we share the latest compliance research and best practices collected from our client and member firms, and what financial services firms need to be aware of in 2016. In this 45-minute webinar, […] Read more >
SHOW MORE +