Social Business Solution

Attract prospects, retain customers, and deepen relationships.

The Hearsay Social platform is optimized for financial representatives, empowering them to easily adopt leading social business techniques to attract prospects, retain customers, and deepen relationships in a compliant manner. Easy to use capabilities such as personal life event alerts, scheduling, and libraries of ready-to-publish content provide everything financial representatives need to efficiently engage clients.

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Optimized for financial services relationship managers

Demonstrate expertise.
Easy posting with the Content Library.

It’s important that clients and prospects look to you as the trusted expert. But, consumers are becoming less and less likely to open a direct mailer or respond to an email. The Hearsay Social Content Library provides access to relevant, pre-approved content and enables you to easily share your expertise across networks, positioning yourself as an industry expert and keeping you top of mind with customers and prospects.


One-click login to view pre-approved, engaging content recommended by corporate marketing.


One-click scheduling or posting of content across Facebook, LinkedIn, Twitter, and Google+.

Create an engaging social presence.

Easily create a Facebook page or LinkedIn profile with pre-approved templates loaded into Hearsay Social by the marketing team. Access one-click campaigns provided by marketing, as well as:

  • Cover photos
  • Pre-approved descriptions
  • Quote request and referral apps

Schedule content to post throughout the week within seconds. Advisors, agents and wholesalers can monitor posts on Facebook pages, LinkedIn profiles, Twitter pages, and Google+ pages in real-time, or at their convenience. For regulated industries, the Hearsay Social Compliance Solution captures the social activity of employees and third-parties on pages and profiles.

One of thousands of Shaklee's distributor pages
Hearsay Social’s robust analytics help optimize your content and marketing materials

Personalized analytics.
Intuitive real-time data.

  • Engagement: understand how customers and prospects engage with content and posts.
  • Growth: track progress for each social network.
  • Activity: learn which networks generate the most responses.
  • Customer-level data: know when customers have interacted with pages.

Get relevant, timely alerts.
Hear and respond in real time.

People share some of the most meaningful moments of their lives on social media, providing an unprecedented opportunity for you to get to know and communicate with them. Social Signals notifies you of important personal life events of people in your network, so you know when to reach out to the right people and have the context you need, to have more meaningful conversations.

Manage relationships with important contacts

Strategy, Training, and Support
Your success is our business.

Each Customer Success Manager is a veteran social strategist, hailing from tech giants like Facebook,, Google, and Microsoft. Maximize your investment in social media. Drive social business effectiveness with easy onboarding and comprehensive training. Stay updated on new social media features, trends, and best practices.
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Enterprise Rights Management
Architecture and integrations at unmatched scale.

  • SSO, SAML2, OpenID

    Single sign-on for 1-click secure login

  • LDAP

    Real-time sync of employee records and organizational hierarchies

  • Enterprise Ready

    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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Learn how Hearsay Social powers social business for real estate. 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 >