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Overview

Predictive Social Suite for Advisors™
Technology to engage today’s social, mobile customer.

New digital technologies are transforming the relationships between businesses and their customers. With clients spending more and more time on their mobile phones, interacting with social media and researching on the web, businesses must adapt to this new world or risk being left behind. Hearsay Social provides the Predictive Social Suite that enables advisors and agents to engage with their audiences through advisor websites and social networks, including Facebook, Twitter, LinkedIn and Google+.

With the Predictive Social Suite, advisors can manage all of their social and web presences from a single easy-to-use dashboard. Our suite solution uses predictive technologies to help financial advisors and insurance agents identify opportunities that are broadcast by clients and prospects and guides them to follow up with the right message at the right time. Our enterprise platform is built with comprehensive compliance and governance capabilities to meet the requirements of highly regulated financial services firms.

Schedule a demo

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

“In order to deliver a seamless and integrated client experience, financial firms must continue to find ways to use the latest technologies to enhance relationships.”
– John Taft, CEO of RBC Wealth Management U.S.

Purpose-Built for Financial Professionals
The trusted solution for leading global firms.

Since 2009, Hearsay Social has been a leader in transforming the way financial services and insurance firms do business through social, mobile, and web technologies. Our years of experience and commitment to serving the financial services industry means we know what it takes to succeed in this challenging and high-stakes sector. Tens of thousands of financial advisors and insurance agents rely on the Predictive Social Suite to build relationships, grow business and address compliance requirements in this new digital world.

We are the trusted choice for top global firms including New York Life, Farmers Insurance, AXA and Raymond James. Hearsay Social operates in 15 countries across 13 languages and has established partnerships with industry organizations including SIFMA, LIMRA, and Efma.

Customer Success, Support and Training Services
Proven strategies and support to ensure your success.

It takes more than just the right technology to successfully transform the way you do business. Our expert Customer Success team will help guide your organization in adopting the best practices, strategies and processes that are necessary for success. Our Customer Success managers are industry veterans, blending tech experience from leaders like Facebook, Salesforce and Google with financial services experience at firms including JP Morgan, Barclays, and Deutsche Bank.

Our comprehensive Customer Success services encompass:

  • Success Management: Expert coaching on best practices, proven strategies and change management, starting from on-boarding all the way through late-stage adoption.
  • Support: Dedicated support specialists to answer your questions, resolve technical issues and keep your business running smoothly.
  • Training and Education: Best-in-class training and education to arm your team with the skills and knowledge they need to be top performers.

Stories

Learn how Vanguard has experienced success as a Hearsay Social customer. Watch the video >
Find out how we empower Thrivent Financial for Lutherans in social business. Watch the video >
See how Hearsay Social helps Chris Andrews, a financial advisor, leverages social business. Watch the video >