Hearsay Social for Financial Services

Social Sales for Financial Services
Attract prospects, retain customers, and grow business.

Almost 75% of financial advisors today are using some form of social media to connect with customers. Yet, it’s a lot to ask busy financial professionals to navigate constantly changing social networks while complying with complex policies and regulation. Hearsay Social empowers financial advisors to efficiently and successfully use social media to attract prospects, retain customers, and grow business. With the enterprise-ready solution advisors quickly and easily move beyond yesterday’s sales tactics and adopt today’s leading social-selling techniques. Developed for the financial services industry, the Hearsay Social platform boosts advisor productivity and incorporates best practices while ensuring brand integrity and compliance for even the most regulated industries.

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See how we empower social sales, marketing, and compliance teams in Financial Services. Watch the video >

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Resources and Press

ebook | The Social Era Demands Social Selling Download >
How to Create Your Social Media Plan & Policy Download >
Forrest Report- The Future of Social Selling Learn more >
FINRA & SEC Compliance with Hearsay Social Download >
Harvard Business Review | How Reps Can Succeed in the Social Era Download >
American Banker – Bank Think | 5 Ways Banks Can Prepare for Social Media Rules Read >
American Banker | Social Media ROI Will Come From ‘Social Selling’ Read >
Bank Technology News | How To Determine ROI For Social Media Use Cases Read >

“With Hearsay Social our representatives are able to connect with more prospective clients and some reps say it helps them drive more leads than any other online source.” – Neal Linkon, Director, Internet Marketing, Northwestern Mutual


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What is social sales and how does Hearsay Social help? Watch this video to find out! Watch the video >