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Q1 News Recap: '15 Predictions, 'Robo-Advisors' and Tools to Give Financial Advisors a 'Leg Up'

Key Speakers At 2014 WIRED BizConBelieve it or not, the first quarter of 2015 is officially over. It has been a busy quarter for Hearsay Social’s CEO Clara Shih regarding news coverage. In addition to running day-to-day strategy and vision for the company, Shih’s pursuits landed her in several key media outlets and industry publications in the past three months.
Shih kicked off the year with a powerful op-ed piece in FA Magazine posing the question: “Will Financial Advisors Become Obsolete?” In the article, Shih stressed the importance of personalized relationships amidst the rising threat of “robo-advisors,” stating that the industry must adapt to the changing landscape in order to survive and thrive in the digital age.
In early February, Shih penned 5 tech trends to watch in 2015 in Fortune.com where she explains and shares the biggest trends that will change the way we live and work. As for what exactly Shih sees for the rest of 2015? She expects the Internet universe to merge with the “real world”, for mobile commerce wars to deepen, and for social media to break out of the silo, among other predictions.
Later in the month, the company as a whole launched the Predictive Social Suite for advisors a platform that allows financial advisors and insurance agents to use technology to stay relevant and connect with their clients and prospects. The announcement followed with key news coverage:

And mentions in several industry publications, including:

As the end of the quarter drew near, Shih welcomed a key player to the senior leadership team and took to Bloomberg TV and Fox Business News respectively to discuss the various ways financial advisors can use social media and predictive insights to learn even more about their clients. In FBNs broadcast on An Easier Way to Predict Client Behavior, when asked “What do financial advisors glean from Hearsay Social and predictive analytics,” Shih cited reaching out and connecting with clients on social media as just one of the many way advisors can see what their clients are sharing about their lives.
Fox business news_clara photo screenshotIn the Bloomberg broadcast, Shih explains how the opportunities for advisors to engage with their clients today largely rest on social media, stating that technologies such as “natural language processing” and “machine learning” can be used to pick up certain “buying signals” such as a social media posts about someone’s child going to college. Both interviews provided a chance for Shih to discuss once again Hearsay Social’s new Predictive Social Suite for advisors.
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Nicole Johnson

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