A new era for advisors and agents
Enhance the human touch – don’t replace it. Workflows designed for P&C, Life, and Wealth Management, with Compliance built-in.
Hearsay Summit
4.30 – 5.1.2019 | San Francisco, CA
Keynote Speakers from Salesforce,
AXA, Raymond James & more
150,000+ Successful Advisors and Agents
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Mast Mobile is now Hearsay Relate. One phone with 2 numbers– 1 business, 1 personal. Advisors save hours a day in CRM data entry, and all texts are compliant.
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Data-driven advisor / agent touchpoints where & when clients want
Increase conversion and loyalty through multi-channel Triggered Actions. Drive program success with Hearsay’s award-winning mobile UX and white-glove advisor and admin success services.
- Social SellingThe trusted industry standard loved by financial advisors and insurance agents, now mobile-first and includes content. Learn about Hearsay Social
- Compliant Texting & Calling1 phone, 2 numbers solution for BYOD, seamlessly synced with your archive and CRM. Tell me more
- High-Conversion Advisor WebsitesGorgeous websites for a professional presence and high-quality leads. Tell more
Unleash field productivity with 1-click workflows
Free up advisor time and delight customers with Hearsay’s automated workflows. Insurance lead follow-up and billing reminders. Wealth management RMDs and market movement touchpoints.
Easy CRM integration,
out of the box
Trigger Actions from systems like Guidewire and Yodlee, then save time with auto-syncing of calls, texts and email follow-ups back to your CRM.
Pre-built integrations with Salesforce Sales Cloud, FSC, Microsoft Dynamics 365, and homegrown CRM systems save busy IT teams time and money.
Automate your prospecting
Hearsay Autopilot Dynamic Campaigns, AI Scheduler, and Smart Replies optimize top-of-funnel demand generation, allowing advisors to focus on critical sales conversations.
Seamless Compliance
The only Built-in Compliance solution, which means advisors don’t have to authenticate twice. SEC, FINRA, FFIEC, FTC, IIROC, MFDA, FCA coverage. Hearsay AI Risk Meter, Blocking & Auto-Remediation, and Contextual Supervision reduce risk while saving teams hours per day.
Transform your Data and CRM
Most CRM systems have bad data because busy reps don’t have time for manual data entry. With Hearsay Data Sync, advisors can save hours each day by auto-logging calls and interactions in CRM or a data lake. 15X your visibility and maximize investments in CRM, AI, and BI tools.
See why the industry’s most successful marketing and distribution leaders swear by Hearsay
Enabling advisors to have valuable, data-driven client interactions when it matters most.
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Caroline Feeney, President, Prudential Advisors
“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.”
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Kristin Lemkau, CMO, JP Morgan Chase
“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.”
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Isabelle Moins, CMA, Aviva France
“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%.”
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