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Hearsay Summit is Almost Here: Top Insurance, Wealth Management and Tech Leaders Come Together to Discuss The Future of Field Advisors and Agents

For the seventh year (!!), 150 top leaders from some of the biggest financial services, insurance, and technology companies in the world, will gather in San Francisco April 30-May 1 for Hearsay Summit, and I couldn’t be more excited about this year’s line-up. Executives from Wells Fargo Advisors, Ameriprise, Morgan Stanley, Allstate, American Family Insurance, and AXA will join tech leaders from Salesforce, LinkedIn, EY, and DocuSign to tackle how to turn corporate data into field action.

This event is designed for FinServ and FinTech executives to share ideas and gain an edge with next-level insights and strategies. We will discuss the familiar topic of breaking down organizational silos and empowering the high-tech, right-touch agent and advisor. This year, go deeper with our theme of Transforming Data into Action. We’ll examine how data and the technology used to harness it change the traditional roles of agents and advisors to meet today’s client demands for rapid, personalized response across any channel (such as social, email and text) they may be using at the time.

“Hearsay Summit is always an outstanding event full of rich cross-functional dialogue, and it has never been as important as in the current climate,” said Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors. “Advisor roles are changing dramatically as a result of seismic shifts in client behavior and expectations. Financial industry leaders must be prepared to address these changes head-on and embrace new approaches, practices, and challenges. Hearsay Summit is a great forum for learning, sharing best practices, and better understanding the technology forces reshaping the future.”

Day 1 of Summit is dedicated to each important role that works with Hearsay, with role-based roundtable sessions tailored for marketing, sales/distribution, compliance, and IT professionals to discuss trends, best practices, and key success factors.

For the first time ever, Marketing and Compliance professionals can kick off Day 1 getting Hearsay Social certified. Marketing and Compliance Administration Certification is designed for program leads and social administrators using Hearsay Social. The new certification program enables users to get hands-on experience with some of the latest Hearsay functionality.

As in previous years, on Day 2, all Hearsay Summit attendees come together to learn from TED®-style talks presented by the industry’s biggest disruptors and innovators, including:
Kathryn Ferrero, CMO, AXA US
Ty Heath, Global Lead of Market Development, LinkedIn
Erik Jepson, Managing Director – Head of Digital Marketing, Morgan Stanley
Paul Johnston, General Counsel and Corporate Secretary, Thrivent Financial
David Karr, Chairman, AXA Advisors
NiIkhil Lele, Partner/Principal – Digital Enterprise Transformation – Financial Services, Ernst & Young
Rohit Mahna, SVP & General Manager Financial Services, Salesforce
Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors
Alpesh Patel, Vice President, Enterprise Strategic Verticals, Docusign
Roger Tye, Vice President, Digital and User Experience, Allstate
Telisa Yancy, Chief Marketing Officer, American Family Insurance

We will also honor our innovative customers with the Hearsay Innovator awards on the mainstage on Day 2. This program celebrates customers who leverage the Hearsay platform to delight and provide value to their clients in new and exciting ways. Past winners include Morgan Stanley, American National, and Thrivent Financial.
We are looking forward to seeing you at the end of the month. If you haven’t registered already, don’t miss out! Learn more by visiting the Summit Registration page. Registration is limited and almost full!

Clara Shih

A pioneer in the social media industry, Clara developed the first social business application in 2007. Her latest book, The Social Business Imperative, is a Wall Street Journal-featured bestseller. She is a member of the Starbucks board of directors.

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