We’re excited to announce that the Winter ’18 launch is now generally available to all customers as of Monday, January 22! This launch is packed with product innovations to help advisors efficiently attract prospects, retain clients and grow business on digital. From automating social and website posts, to scaling one-to-one advisor-client interactions, the new features and functionality run across our portfolio of products — the Hearsay Advisor Cloud.
The best part? Many of these new features come straight from suggestions from our incredible customer base. Thank you for your continued partnership and commitment to innovation; we look forward to helping you scale your advisor digital programs in 2018.
(Read the related post by our founder and CEO, Clara Shih: From Regulatory Compliance to Relationship Insights: Why Financial Services is Uniquely Positioned to Benefit From the Data Analytics Revolution.)
For Advisor Social Media and Advisor Sites:
Dynamic Campaigns allow you to automate publishing for advisors, ensuring even your busiest advisors generate awareness on social media and publish fresh content to their websites. With Dynamic Campaigns, you can now add content to active campaigns. The result? Your advisors subscribe to a campaign once, and relevant content will publish to their social profiles and websites as long as you’d like.
In financial services, it’s the one-to-one interactions that drive client acquisition and retention. Hearsay Social’s new 1-to-1 Outreach tool allows your advisors to efficiently scale these critical touchpoints on clients’ preferred channels (like email). Even better, Hearsay combines engagement data with pre-written messages to help advisors reach out to the right client or prospect, at the right time, with the right message.
The Action List is Hearsay Social’s new homepage. Like a social selling to-do list, it lists the most important actions an advisor needs to take – on any given day – in order to be as successful as possible. This might be a Job Change Signal to follow up on, a Campaign to subscribe to, a profile edit from compliance, and more. By taking the guesswork out of social selling, you’re able to save each advisor time while making a larger percentage of your advisors successful.
For Advisor Messages:
Reminders, Including Billing
Our Reminders feature enables advisors to proactively schedule high-value texts to their clients. We’ve built this financial services-specific feature to help advisors automate texts that drive client engagement and retention.
In this first advisor workflow, Reminders is focused on billing policy reminders. It allows advisors to easily send billing reminders to their customers through the Web application. If the advisor has a client that has not yet opted in, the first message sent will be the opt-in message.
Advisors can quickly sort through their client texts with Conversation Filtering. This allows advisors to filter their conversations by clients who have opted in, need to opt-in, pending opt-in, opted out and been hidden.
Blocking and Alerting
Historically, it has been difficult for compliance officers to understand which terms or emojis caused text messages to trigger policy violations from their advisors. With Blocking and Alerting, compliance officers can understand if specific policies are too stringent or sufficient to mitigate risk for the firm. How? Hearsay can quickly report all the attempts to send out terms that were blocked in the blocking lexicon.
Email Notifications for Unread Messages
Email Notifications for Unread Messages makes it easy for an advisor or their assistant to stay on top of client communications – without staying logged into Hearsay Messages 24/7. These email notifications alert users of client texts that haven’t been read so they don’t leave a client request unresolved.
For the Hearsay Platform:
The Hearsay Salesforce Connector syncs your company’s contact records with advisor digital activity for stronger data organization and better communication across channels. By integrating your CRM system with Hearsay, your client data becomes more actionable at every stage of the sales funnel – from prospecting across social media and websites, to driving one-to-one engagement over email and text between Hearsay and Salesforce. With unified data and a more complete picture of a client’s life, advisors can engage in a smarter, more relevant way across every touchpoint. The solution is highly configurable and can be tailored to your existing business processes, data requirements and compliance standards.
The Accounts Overview is a new page that displays the state of connected accounts and profiles in one place, so that supervision officers can easily identify workspaces that they need to follow up with. In the past, a supervision officer had to run multiple reports to see this data. With the launch of Accounts Overview, this information is front and center, eliminating the need to run and join reports, and helping supervision officers better utilize their time and attention.
- From Regulatory Compliance to Relationship Insights: Why Financial Services is Uniquely Positioned to Benefit From the Data Analytics Revolution
- Optimizing the Advisor Sales Funnel [Report]
- #HSonAir Podcast: Customer Spotlight Series – Interview with Execs from BMO Private Banking
- Recap of Hearsay Summit 2017: The Mobile Advisor Cloud