Hearsay Advisor Cloud
The proven platform for advisor-client interactions when it matters most. Convert prospects, deepen relationships, and grow your book of business, compliantly and at scale.
April 30 – May 1, 2019 San Francisco, CA
Drive Outcomes Critical to your Business
Hearsay acquires Mast Mobile’s technology to become the business mobile phone for advisors. All calls automatically logged in CRM. All texts compliant.
the advisor cloud conversation
Save the Date – 4.30-5.1.2019
San Francisco, CA
Help your advisors deliver meaningful touchpoints where and when clients want it
Increase client conversion and loyalty by enabling advisors on today’s most important digital and mobile communication channels. Supercharge program adoption and success with Hearsay’s award-winning UX, seamless mobile experience for advisors, and white-glove advisor coaching services.
- Hearsay Social Turn the world’s most popular social networks into business development opportunities. Tell me more
- Hearsay Relate Enable advisors in a BYOD world. One mobile phone, two separate numbers for business and personal to stay compliant. Tell me more
- Hearsay Sites Create beautiful advisor websites to establish an online presence and drive high-quality leads. Tell me more
Supercharge advisor productivity with 1-click workflows
Digitize manual processes, free up advisor time, and delight customers with Hearsay’s built-in workflows for insurance and wealth management – corporate lead follow-up, annual reviews, RMDs, and more
Easy CRM integration,
out of the box
Trigger advisor outreach from core systems and CRM, then automatically log all advisor calls, texts, email follow-ups, and social media interactions back in CRM.
Proven integrations with Salesforce Financial Services Cloud, Microsoft Dynamics 365, and homegrown CRM systems save advisors hours each week in manual data entry.
Automate your prospecting
Automate prospecting activities until critical sales conversations with Hearsay’s content autopilot AI, smart replies, and data-triggered click-to-call mobile notifications.
Supervision teams save time with improved accuracy. High-risk content gets auto-blocked before sending. Hearsay is the only solution with compliance built-in at every step, making it seamless for advisors. [Coverage for SEC, FINRA, FFIEC, FTC, IIROC, MFDA, FCA]
Unlock your advisor-client interaction data
Most CRM systems have out-of-date, incomplete data. With Hearsay, all advisor-client calls, texts, and interactions can be auto-logged in CRM or exported to a data lake. Increase corporate visibility by 15X and maximize your 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.
“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.”