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Hearsay’s March Product Release is Here

March 12, 2018

At Hearsay, we’re laser-focused on driving innovation with our Hearsay Advisor Cloud platform and enabling advisors to be high-tech, high-touch and data driven. By leveraging automation and building workflows that are specifically tailored to financial services, we are uniquely positioned to help your advisors succeed in an increasingly competitive industry.

Today, I’m happy to announce that our latest product release is now generally available. These new features across our Hearsay Advisor Cloud will continue to help advisors be more productive and drive more personalized client engagement at scale.

The new features include:

For Advisor Messages:

Additional Reminders

Our first Reminders workflow, released in January, enables advisors and their client support associates to automatically schedule and text billing reminders to their customers through the Advisor Messages Web App. In today’s release, they can now schedule and send texts for five additional types of client engagement touchpoints – event reminders, annual reviews, birthday announcements, policy lapses and anniversaries.

By increasing the number of workflows available to advisors, they can more easily scale client engagement with highly valuable and personalized content across their entire books of business.

For Advisor Social:

Enhanced Personalization for 1-to-1 Outreach

Our 1-to-1 Outreach tool, released in January, allows your advisors to leverage pre-written messages that they commonly send – like referral requests, birthday messages and holiday greetings – through channels that their clients prefer, like email.

With today’s release, advisors using the 1-to-1 Outreach feature can make the messages even more personalized. Advisors will see additional personalization options for the email subject line and personalized recommendations for the email itself, all based on client data we’ve captured from past advisor-client interactions.

Additionally, we’ve added attribution of referral traffic to specific advisor outreach activities, so that corporate marketing leadership can understand the ROI of their advisor digital programs. Specifically, they have metrics-driven visibility into how advisor-client engagement is driving traffic to different corporate-owned web properties. For example, when an advisor sends an email to a client using our 1-to-1 Outreach feature, and the client clicks on a link within that email that directs him to a corporate-owned web page, corporate marketing teams can see that the click came from that specific advisor’s email outreach.

Increased Efficiency for Dynamic Campaigns

Our Dynamic Campaigns feature has been incredibly popular since its release, and we’ve received great feedback from you, our customers, on how it’s being used in the field. We listened, and have further enhanced the ability to easily create and edit content for campaigns – making it easier than ever for your advisors to engage and stay top of mind with their clients.

Our team is excited to have these features up and running, and welcome your input! Thank you for your continuing partnership and invaluable feedback; I’m confident that, together, we can transform your advisors and help them thrive in today’s digital-first world.

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Gaurav Agarwal

VP, Product Management

Gaurav Agarwal is charged with leading the products organization, dedicated to bringing to life innovative solutions to help financial advisors leverage social, mobile and digital client communication channels in a highly regulated industry.

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