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 Omnichannel Suite that enables advisors and agents to engage with their audiences through advisor websites, email campaigns, and social networks, including Facebook, Twitter, LinkedIn and Google+.
With the Predictive Omnichannel Suite, advisors can manage their social and web presences, as well as send email communication, all 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.
“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.
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 Omnichannel 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.