Engagement with local communities is an important part of who our Allstate agency owners are, and Hearsay helps thousands of agents extend the relationships they have in their communities to the mobile and social world as well.
Modernize the advisor-client experience.
global financial services companies use Hearsay Social
I believe that social media is no longer an option, and advisors either have to get off the fence or risk the fence breaking under the weight of their own inertia and missed opportunities.
We have 4,600 advisors and this is a very important movement in our company and Hearsay Social became that partner.
The impact that Social Media has had at Vanguard…it’s really brought our brand alive, it’s really connected our clients with the thought leaders and the folks that are actually handling their money at Vanguard.
By adopting Hearsay Social, we’ve been able to empower City National’s wealth managers to compliantly adopt social media and continue to grow business.
I am feeling really confident that this technological change is going to help us build superagents.
Easy-to-use dashboard for advisors to listen and share content.
Notifications on important client activities across digital channels.
Library of approved, recommended content to easily share across channels.
Platform built for financial services firms to support enterprise-wide compliance.
Our Trusted Partners
Hearsay Social empowers financial services professionals to use Facebook business pages to build their online presence and brand and engage effectively with their local contacts and community.Learn More +
Hearsay Social enables financial services and insurance firms to more efficiently research, reach and engage with customers on Twitter for brand lift and ongoing relationship management.Learn More +
Hearsay Social is integrated with Google+ Pages for Brands, creating a seamless connection so that financial services professionals can deliver more personalized service and strengthen customer relationships via Google+.Learn More +
Our Keys to Digital Advisor Success
Build social profiles and be where your customers are.
Grow Your Network
Strengthen existing relationships, find new ones.
Listen to key insights being shared and learn about your customers.
Stay top of mind & build credibility with compliant, curated content.
Drive measurable productivity, stay relevant with your customers.
Complimentary chapter excerpted from The Social Business Imperative, where Clara Shih outlines the key features of a social sales professional.
This resource provides FINRA and SEC-regulated firms a comprehensive approach to creating a policy for text messaging programs.
From the Blog
On Thursday, September 29, ioin Hearsay Social CEO Clara Shih, Janney Montgomery Scott’s Senior Vice President and Head of Marketing and Corporate Communications Karen Shakoske, and Advisor Mark…
Relevance. The pressure to modernize is real – and the reward is there for those who do.