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Wealth Management

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Why Wealth Management Companies Choose Hearsay Social

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  • Pre-Approve static content, including ads, tabs, and profiles
  • Capture and archive all social activity
  • Receive notifications about keyword infractions
  • Real-time remediation of problematic posts and tweets
  • Keep history of supervisory and reviews actions in context
  • Integrate with existing email supervision and archiving systems
  • Quickly retrieve social data for internal spot-checks, external audits and eDiscovery
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“62% of my business my first year came from Facebook. Anyone who wants to build a business on Facebook has to work with Hearsay Social.”

James Peregrino, Farmers Insurance Championship Agent

Wealth Management Customers Who Use Hearsay

UBS

Old Mutual

Hefren-Tillotson

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