Enterprise-ready solution assists with compliance for regulated companies, including FINRA, IIROC, SEC, and FCA regulated financial firms. Delight and equip your compliance team with pre-approval workflow, real-time alerts, supervision and approval trails, and infraction resolution, all from a central dashboard. Capture, monitor, and archive social communications between your reps and their clients from mobile devices, remote locations, and the corporate network.

“I’ve had the opportunity to work with other platforms, but I found Hearsay to be very user friendly…and from a compliance standpoint it has been easy to implement.”
– Anita Heisl, SVP of Practice Development, Ziegler Wealth Management

| Pre-approve static content, including ads, tabs, and profiles | yes |
|---|---|
| Capture and archive all social activity | yes |
| Receive instant email notifications about keyword infractions | yes |
| Real-time remediation of problematic posts and tweets | yes |
| Keep history of supervisory and review actions in context | yes |
| Integrate with existing email supervision and archiving software | yes |
| Quickly retrieve social data for internal spot-checks, external audits, or eDiscovery | yes |
Our API-approach means you’ll have coverage even when the networks change their interfaces, and whether or not your employees access via their phone or the company network. Plus you’ll never have to have employees configure browsers or download software!
Easy routing of social content to meet FINRA and IIROC pre-approval requirements. Dramatically reduce time spent reviewing social content with one-click submission and review processes. Assign keywords to infractions queues, which automatically route to compliance, customer service, marketing, legal, and/or PR reviewers. Manage invites, organizational hierarchies, business units, regional distinctions, classifications, custom groups and more from the admin dashboard.
Monitor social content posted from any device and any location, for Facebook, Twitter, LinkedIn, Google+, and Foursquare. Catch infractions as they happen. Resolve infractions for 1,000s of pages instantaneously, including automatically deleting Facebook posts and tweets based on problematic keywords (e.g. “guarantee”, “free,” investment products).
Stay in control of how your brand is represented by your employees and the public. Identify all company-branded pages and profiles, whether or not created by you, with our patent-pending technology. Take action on unauthorized or unapproved pages. Receive alerts for new pages, profiles, and posts that link to your company page.
Capture and archive activity on every major network, including profiles, private messaging, chat, posts, comments, likes, re-shares, Facebook ads, Facebook tabs, LinkedIn Groups discussions, LinkedIn Recommendations, and more. All data is archived within context, catalogued, and easily searchable. Utilize robust filtering and reporting functionality to retrieve data based on role, network, lexicon, content type, or user. Export data to existing enterprise systems, including SiteMinder, Websphere, Autonomy, and Symantec Enterprise Vault.
Each Customer Success Manager is a veteran social strategist, hailing from tech giants like Facebook, Salesforce.com, Google, and Microsoft. Maximize your investment in social media. Drive social sales effectiveness with easy onboarding and comprehensive training. Stay updated on new social media features, trends, and best practices.
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Single sign-on for 1-click secure login
Real-time sync of employee records and organizational hierarchies
Deep Enterprise Integration
Enterprise hierarchies are built into every aspect of the Hearsay Social product
Delivering scale, reliability, integration, and security without compromise. Enhance your operational efficiency with single sign-on (SSO) through SAML2 and OpenID, and integrate social data with existing enterprise systems via LDAP.
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