At Hearsay, it’s our mission to drive field production by enabling every advisor to be high-tech and high-touch at scale. Our laser focus on financial services field distribution guides our product roadmap as we constantly seek ways to improve the advisor-client experience.
Today, I’m excited to announce that our latest product release is now available. With this new release, we’ve focused on tightly integrating Hearsay into the systems of record that matter most to your organization while continuing to improve the advisor-client experience.
The new features include:
For Platform Interoperability:
A core value that Hearsay provides is the advisor-client engagement data generated through our applications. With our new APIs, firms can uncover deeper, more holistic insights about their advisors’ client interactions through Hearsay and their core systems. As an example, customers can integrate contacts and activity data with their custom CRM systems or they can build a seamless integration into their advisor portal.
Microsoft Dynamics Connector
We are excited to announce that Hearsay now seamlessly integrates with Microsoft Dynamics. We’ve made it simple to capture essential field-level data that powers insights and financial services workflows to grow your business, increase CRM adoption, and improve the client experience. With our Microsoft Dynamics Connector, organizations can accelerate advisor productivity while enabling corporate sales and marketing teams to quickly acquire a deeper understanding of their advisors’ client engagement activities.
For Advisor Messages:
Wealth Management Reminders
Our Advisor Messages reminders utilize automation and predictive workflows to allow advisors to send timely, high-value texts to their clients. We’ve now expanded these reminders to enable wealth management advisors to proactively schedule pre-written reminder text messages to clients for critical activities like IRA contributions and distributions, bond maturation, and portfolio rebalances.
For Advisor Social:
We’ve launched Hearsay Content to enrich your content strategy. We leveraged years of data insights to deliver curated feeds of the most engaging content for your business. Now, your advisors can build trust and credibility by selecting content from a combination of industry (e.g. taxes, retirement) and lifestyle recommendations (e.g. technology, travel) updated daily from trusted sources like Forbes, Wired, and The Economist. As of this release, Hearsay Content is currently available in North America only.
And for those looking for actionable best practices and tips for corporate and field teams to fine-tune their advisor social media programs, please check out our hot-off-the press 2018 Social Media Content Study.
1-to-1 Outreach Enhancements
As we continue our deep investment in enabling advisors to connect their social media activity to meaningful 1-to-1 conversations, we’re excited to announce key enhancements to this critical engagement channel. Email Scheduling allows advisors and their assistants to compose emails and schedule them for delivery at a specific time, so clients and prospects receive them when the timing is right. Lexicon Check improves engagement by helping ensure that emails adhere to your organization’s compliance policies.
Our team is proud to release these enhancements to our organizations and advisor community. For customers interested in leveraging our APIs and connectors to integrate with your core systems, please reach out to your account team to learn more.
As always, we welcome your input from the field and thank you for your continuing partnership as we seek to transform the modern advisor-client experience.