Hearsay Partners with Salesforce to Close the Loop on Last-Mile, Authentic Client Engagement

Learn more about Hearsay’s expanded partnership with Salesforce and investment by Salesforce Ventures by clicking on the video.

Technology should
strengthen human relationships,
not replace them.

The Hearsay Client Engagement Platform allows advisors to authentically and intelligently grow business relationships. Only Hearsay proactively guides and captures the last mile of digital communications to deliver the human client experience at scale.

Stakeholders

Learn how Hearsay products help your team deliver high-performance outcomes.

MARKETING

Scale your reach to acquire new leads

SALES & DISTRIBUTION

Optimize sales engagement to grow share of wallet

COMPLIANCE

Harness automation to reduce cost, complexity and risk

IT

Easily deploy, integrate and scale across your enterprise

ADVISORS & AGENTS

You’re busy and your time is best spent with clients and prospects. Hearsay products make it easy for you to nurture clients with personalized content, then connect one-on-one at moments that matter.

Business, Marketing, and Compliance Leaders Love Hearsay

Enabling advisors to have valuable, data-driven client interactions when it matters most.

Hearsay is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process.

Caroline Feeney
President, Prudential Advisors

Hearsay advisor cloud has aligned marketing, sales, and IT to maximize field productivity and client loyalty.

Telisa Yancy
COO, American Family

Solution by Product

The Leading Social Selling Solution for Financial Services

Increase Awareness with the Only Fully Integrated Advisor Website Solution

Secure & Compliant Texting, Crisp Mobile Calls

 

Vigilantly comply with complex and changing regulatory requirements

Automatically capture, monitor and supervise across digital channels with the only built-in compliance solution. SEC, FINRA, FFIEC, FTC, IIROC, MFDA, FCA coverage. Hearsay AI Risk Meter, Blocking and Auto-Remediation, and Contextual Supervision reduce risk while saving teams hours per day.

150,000+ Successful Advisors and Agents