Hearsay Social for Financial Services

Compliant Social Sales for Financial Services

Hearsay Social powers the compliant use of social media for financial services organizations at the corporate, branch, and advisor levels. Wealth managers, recruiters, financial advisors, and agents use Hearsay Social for LinkedIn, Facebook, Twitter, and Google+. Industry leaders have chosen Hearsay Social to power their social sales forces while addressing FINRA, IIROC, and SEC regulations and avoiding branding mishaps.

With over a billion users on social networking sites, prohibiting or ignoring social media is no longer an option. Join the conversation with Hearsay Social, the only social sales platform for financial services organizations.

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Complete compliance. Complete coverage.

Delight and equip your compliance team with pre-approval workflow, real-time notifications, supervision and approval histories, and infraction resolution, all from a central dashboard. Capture, monitor, and archive social communications no matter the device, access point, or location from which your reps network with their customers and prospects. Integrate with your existing surveillance and email archiving systems. Minimize your organization’s regulatory risk while maximizing the compliance team’s efficiency.
View our Social Compliance Module >

Gain financial services industry insights

As a Hearsay Social customer, you’ll keep a pulse on the latest news in social media compliance, rule interpretations, disciplinary updates, case studies, and professional development. Our team regularly attends and speaks at financial services conferences and working group sessions hosted by FINRA, our Strategic Partner SIFMA, CEFLI, NAIC, and more.
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Generate leads & boost client retention & referrals

Hearsay Social Campaign & Page Management enables your marketing team to manage posts, apps, ads, and integrated campaigns across organization’s, regional, and individual employee profiles and pages. Create professional-looking pages based on our app templates for lead generation forms, contests, branch or advisor finder apps, referral offers, and other promotions.

Amplify social marketing campaigns through thousands of advisor pages

Hearsay Social recognizes that not every financial advisor is a social media expert. That’s why we help your advisors leverage the corporate-generated global marketing brand attributes, campaigns, apps, promotions, and other content at the local level. With a few clicks, you can amplify your organization’s social campaigns by suggesting them out to tens of thousands of advisor pages and profiles. Advisors can add an authentic local voice to better engage their audiences.
View our Campaign & Page Management Module >

Deepen customer relationships

Deepen customer relationships by tracking records of social interactions. Receive alerts on events that affect purchasing decisions and provide up-sell opportunities. Leverage customers’ social networks to generate leads and boost referrals.

Analyze your efforts & determine ROI

Financial Services has always been a relationship-driven business. It’s undisputed that social media is a crucial part of any CMO’s modern toolkit. But with Hearsay Social, you can actually tie your sales data to adoption, reach, retention, satisfaction, and referrals to calculate ROI. Our robust analytics give you visibility into your entire organization’s social media efforts from one dashboard.
View our Social Analytics Module >

Enterprise Rights Management

Hearsay Social is an enterprise-class platform, proven to scale quickly across complex organizations. Hearsay Social integrates with single sign-on (SSO) systems, LDAP directories for hierarchies, and provides SAS 70 class data security.
Learn more about our Enterprise Rights Management >