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Heads of Merrill Lynch Wealth Management,, and Silicon Valley startups join Hearsay Social’s inaugural Innovation Summit on 2/27

See highlights from the Summit here.

Today we are excited to announce that on Wednesday, February 27 Hearsay Social will be hosting its inaugural Innovation Summit for financial industry leaders to discuss the future of financial services and relationship management in the social era.

Hailing from top banks (including Bank of America and Citi) and select Silicon Valley organizations (including LinkedIn, Kiva, and Hearsay Social), panelists and keynote speakers will convene at Hearsay Social’s San Francisco headquarters to discuss the impact of technology on traditional financial services organizations.
This afternoon event brings together experts across fields to explore the rapidly changing technology landscape available to financial institutions. With the growing availability of social sales productivity tools, these organizations cannot afford to be behind the curve; by participating in this event, they are committing to exploring the cutting edge of technology.
Speakers include:

  • Sallie Krawcheck, Former President of Bank of America/Merrill Lynch, Wealth Management and Former CEO of Citi Wealth Management
  • Jonathan Lister, VP Marketing Solutions, LinkedIn
  • Premal Shah, President, Kiva
  • Clara Shih, Founder and CEO, Hearsay Social

Following the Innovation Summit, Clara Shih will participate at the SIFMA Social Seminar in “A Conversation with Leaders of Social Media in Silicon Valley,” alongside Jennifer Grazel, head of category development – financial services, LinkedIn; John Ploumitsakos, director of online sales, Twitter; and Christine Trodella, global director, Facebook. The panel will be moderated by Steven M. Samuels, managing director, global advisor communications, Bank of America Merrill Lynch.
For those who can’t make it to the Summit, a live stream of the event will be available at the top of this page. You can also follow the conversation at #HSSInnovation.
We look forward to exchanging ideas with innovators from around the globe, helping the world’s largest organizations identify opportunities to leverage new technologies and build relationships in the social era.

Meagan Herfkens Hency

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