CRM | Marketing Automation | Compliance Solutions
Hearsay Systems offers leading Advisor Cloud solutions for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Its prescriptive technology processes and prioritizes data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with customers next. Built for the enterprise, Hearsay connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform.
Not publicly disclosed
COMPANY ABOUT US:
Hearsay offers leading Advisor Cloud solutions for financial services. Its technology is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms including New York Life, Raymond James and Vanguard. The company is headquartered in Silicon Valley with offices throughout North America, Europe and Asia.