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

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.

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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.

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

Marketing

Marketing

Scale your reach to acquire new leads

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Sales & Distribution

Sales & Distribution

Optimize sales engagement to grow share of wallet

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Compliance

Compliance

Harness automation to reduce cost, complexity and risk

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IT

IT

Easily deploy, integrate and scale across your enterprise

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Advisors & Agents

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.

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Business, Marketing & Compliance Leaders Love Hearsay

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.

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

Solutions by Product

The Leading Social Selling Solution for Financial Services

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Increase Awareness with the Only Fully Integrated Advisor Website Solution

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Secure & Compliant Texting, Crisp Mobile Calls

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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.

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150,000+ Successful Advisors and Agents

Wealth Management

Modernize the advisor-client relationship

Life Insurance & Annuities

Modernize advisor-client engagement

Property & Casualty

Modernize your agents

Make All Your Advisors Act Like Your Best Advisor

Make All Your Advisors Act Like Your Best Advisor

Guide your advisors and agents to deliver a consistent, optimized experience to each and every client.

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