Modernize the advisor-client experience


Hearsay 360 is the complete client engagement platform for financial services, empowering advisors and agents to effectively use digital to build stronger relationships that grow business.
Hearsay 360 enables efficient and compliant communication across digital channels including social networks, text messaging, websites and email. The platform unifies client engagement from across the organization, breaking down data silos and providing business growth and accountability for sales; brand governance and amplification for marketing; efficient supervision and review for compliance; and an open enterprise-ready platform for IT.

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“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.


“This is precisely the set of technologies advisors need to stay relevant and productive with today’s digital and socially savvy clients.”

Eileen McDonnell, Chairman, President & CEO of Penn Mutual Life Insurance Company


“No other offering in the industry provides the same level of content publishing and compliance in one robust social business platform.”

Ruth Papazian, CMO and Head of Business Development, HD Vest Financial Services


“Engagement with local communities is an important part of who our Allstate agency owners are, and Hearsay helps thousands of our agents extend the relationships they have in their communities to the mobile and social world as well.”

Sanjay Gupta, Chief Marketing Officer, Allstate

Social Business

Hearsay Social is the leading social media solution for the world’s largest financial services and insurance companies. More than 150,000 advisors successfully use the solution to compliantly harness the power of social media to grow business.

  • Easy-to-use social media for advisors and agents
  • Discover new opportunities and respond with the right message
  • Distribute pre-approved content with smart content library
  • Actionable analytics to monitor advisor activity and measure content performance
  • Efficiently manage compliance with industry regulations

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Advisor Websites

Make local advisors and offices findable online with a modern, easy-to-use local website solution. Hearsay Sites uniquely balances brand control with local advisor content, built on an enterprise-ready platform that allows firms to launch thousands of local sites at once.

  • Share dynamic, relevant content to boost SEO and attract new business
  • Seamless integration with the corporate website, including locator tool to quickly find an advisor
  • Simple time-saving publishing and management tools for advisors
  • Corporate marketing control of designs and themes

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Text Messaging

Communicate with clients where they are spending their time. The Hearsay Messages mobile app enables financial professionals to text clients while addressing the strict regulatory compliance requirements of the industry.

  • Efficiently keep in touch with clients on-the-go
  • Easily separate business and personal messaging
  • Works seamlessly on company or personal devices; supports COPE and BYOD policies
  • Lexicon monitoring blocks risky messages from being sent
  • Put your team at ease with comprehensive compliance and security controls

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Predictive Email

Stay top of mind and establish expertise with clients. The Hearsay Mail app makes it easy for advisors to efficiently reach and engage with customers through personalized emails that build stronger relationships and grow business.

  • Predictive content matching to reach out with the right message
  • Personal and personalized outreach at scale
  • Easily create lists and subscribe contacts to campaigns
  • Comprehensive library of pre-approved content
  • Seamless supervision and integration with email archive system

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Platform & Compliance

Comprehensive compliance and efficient supervision. The Hearsay Enterprise Platform provides robust compliance functionality across social, mobile and web communication for regulated companies, including FINRA, SEC, IIROC and FCA regulated firms.

  • Universal Supervision provides view of activity with complete context
  • Capture and archive all social, text and website activity
  • Pre-approve static content, including ads, profiles and web content
  • Lexicon-based alerts for keyword infractions and risky content
  • Quickly retrieve social data for internal spot checks, external audits or eDiscovery

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