Hearsay Advisor Cloud
Engage clients on digital. Capture the data in CRM. Digitize manual processes. Purpose-built for financial advisors to deepen client relationships and grow their book of business at scale.
Help advisors deliver meaningful touchpoints where and when clients want it
Increase conversion and loyalty with regular contact across mobile, email, social media and web.
Free up advisor time with turnkey workflows
Trigger, orchestrate and track customizable bulk actions that are personal and authentic for important milestones – annual financial plan reviews, birthdays and referrals
Easy CRM integration.
Out of the box
Save over an hour per day of manual data entry by automatically syncing your client emails, texts, voice calls and social media interactions to your CRM, in real time.
Automate your prospecting
Automate prospecting activities until critical sales conversations with smart replies, triggered texts and emails, an assistant portal and dynamic campaigns.
Compliance. Made simple
Achieve FINRA/SEC/IIROC/FCA compliance with fully embedded, AI-assisted workflows, so advisors don’t have to log in to a separate system.
Maximize your CRM data for better decisions
Up to 15x the data on client interactions, automatically synced to your CRM.
See what 150,000+ advisors are raving about
Personal and high-touch at scale with high tech.
“Digital channels have become critical in engaging with our customers and prospects. To make it easy for Aviva Agents, we provide a single platform (powered by Hearsay) that allows agents to interact over two key channels – their website and the different social networks. Since implementing the Hearsay platform, we have seen an increase in the volume of commercial leads by more than 50%.”
“Touch points between advisors and clients are perhaps the most important pillar of the client experience yet often overlooked…To succeed, marketing, sales, and IT need to become best friends.”