Hearsay Summit 2019: The Digital Impact of Advisors & Agents on Transforming the Client Experience
As the 7th Annual Hearsay Summit (#HearsaySummit) kicks off, I’m excited to spend the next 2 days with 150 of our top customers, leaders in financial services. Today we are launching our certification program followed by role-based roundtable sessions to discuss best practices, lessons learned and industry trends in Marketing, Sales/Distribution, Compliance and IT.
Today’s conversations will continue on stage tomorrow where I’ll discuss how the digital experience is defining the client experience. 97% of adults have their mobile phones with them at all times. Two trillion text messages were sent last year in the U.S. alone. And how many people do you know who have actually listened to those who suggest we’d all be better off deleting our social media profiles?
Where consumers go, business goes, and the world of finance and insurance is no different. For a few years there, investment in robo exploded and upstarts like RobinHood in wealth or Lemonade in insurance were born. Cries of digital displacing advisors and agents were everywhere. I never for a minute believed it.
Think about your dad, your mom, your brother – people in your life who don’t understand investing – or how much coverage they need for insurance. My guess is there are plenty of people like that. TurboTax bet on that this year too when they promoted talking to an accountant by video while doing taxes as their #1 feature of the year. They have a digital solution that they married with a human advisor to transform the client experience.
Register to watch the Day 2 (May 1) livestream
For those who will not be able to join us live, I encourage you to attend Day 2 virtually. Listen in to the ever-popular main stage inspirational TED-style talks, fireside chats, and dynamic panels featuring exceptional leaders from financial services and Silicon Valley.
Finally, stay tuned to hear how our latest announcements will transform the agents and advisor experience to enhance sales, increase satisfaction and avoid unnecessary customer churn.
The agenda for Day 2 is as follows:
| 9:00 AM | Welcome Remarks Chris Andrews, COO, Hearsay Systems |
| 9:10 AM | Transforming the Client Experience: The Digital Impact on Advisors and Agents Clara Shih, CEO and Founder, Hearsay Systems |
| 9:45 AM | Separating Hype From Reality – How Wells Fargo Advisors Responds to Industry Trends Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors |
| 10:05 AM | Marketing and Sales Alignment Matters – Here’s Why Kathryn Ferrero, Chief Marketing Officer, AXA US David Karr, Chairman & Chief Distribution Officer, AXA Moderated by: Ty Heath, Global Lead, Market Development for Marketing Solutions Group, LinkedIn |
| 10:30 AM | Programming Break |
| 10:50 AM | Introducing Agent Actions Telisa Yancy, CMO, Amerian Family Insurance Eugene Lee, VP Insurance Solutions, Hearsay Systems Clara Shih, CEO and Founder, Hearsay Systems |
| 11:10 AM | CIO Approach to Building an Innovation Ecosystem Vijay Sankaran, Chief Information Officer, TD Ameritrade Sunaya Tuteja, Head of Strategic Partnerships & Emerging Technologies, TD Ameritrade Moderated by: Donna Prlich, Chief Business Officer, Hearsay Systems |
| 11:30 AM | How Content is Transforming the Next Wave of the Customer Journey Owen Donley, Chief Counsel, Office of Investor Education and Advocacy, SEC |
| 11:50 AM | FinServ Past, Present and Future: How Thrivent Financial is responding to the Evolving Tech Landscape Paul Johnston, General Counsel, Thrivent Nichole Schluender, Vice President Integrated Marketing, Thrivent Moderated by: Elizabeth Casey, Vice President, Product Management, Hearsay Systems |
| 12:10 PM | Programming Break for Lunch |
| 1:05 PM | The Tale of Data Science Ella Hilal, Director of Data at Shopify; Data Scientist, IoT Strategist, Women in Tech Evangelist |
| 1:30 PM | The Modern Advisor: Turning Mobile Phones into Traveling Offices, Part I Neal Maglaque, President, Advice & Wealth Management Business Development and COO, Ameriprise Rohit Mahna, SVP & General Manager, Financial Services, Salesforce Chris Andrew, COO, Hearsay Systems Moderated by: Clara Shih, CEO and Founder, Hearsay Systems |
| 1:55 PM | The Modern Advisor: Turning Mobile Phones into Traveling Offices, Part II Alpesh Patel, Vice President, Enterprise Strategic Industries, DocuSign |
| 2:10 PM | Lessons from the Field: Sharing Social Strategies for Client Engagement Success Erik Jepson, Managing Director, Head of Digital Marketing, Morgan Stanley Emery Skolfield, General Partner, Edward Jones Roger Tye, Vice President, Digital and User Experience, Allstate Moderated by: Nikhil Lele, Principal, Financial Services, Ernst & Young |
| 2:40 PM | Hearsay Innovator Awards |
| 2:55 PM | Thank You & Wrap Up |
For more information on our event, please visit www.hearsaysummit.com.
Don’t forget to register for the livestream and participate in the conversation on Wednesday, May 1, when we take to the main stage! You can:
Watch the livestream, which begins at 9 a.m. PT, May 1
Follow #HearsaySummit, @HearsaySystems, and me (@ClaraShih) on Twitter
Subscribe to the Hearsay blog to read my event takeaways after the show!