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Hearsay a Finalist for Two Wealth Management Industry Awards

Recognized by in Technology Providers: Social Media Leadership and Innovation New Applications categories

Hearsay is on a mission to make compliant digital communications easier for financial advisors and more personalized for their clients. So when the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success notified us that we’d been named a finalist for two awards this year, needless to say we were thrilled.’s prestigious Industry Awards recognize new technology innovations, product categories and products that enhance advisors’ ability to move the industry forward, help advisors better run their businesses and enhance service to their clients. Based on outstanding achievements over the past year, Hearsay Social was recognized as a finalist in the category of Technology Providers: Social Media Leadership. We’ve also been nominated for Hearsay Relate, our compliant text and mobile calling solution, for Technology Providers: Innovation New Applications categories.

With a record number of nominations for its awards program this year – more than 650 – we’re especially honored to have been named a finalist in two categories. is laser-focus on supporting, educating and elevating wealth professionals that aligns perfectly with Hearsay’s undertaking to transform the financial services industry. To be named a finalist in two award categories by an organization with such a mission underscores the importance of the work we do every day to help our customers’ advisors better support their clients.

We made it to finalist in the Social Media Leadership category, on the strength of Hearsay Campaigns. Hearsay Social makes it simple for advisors to subscribe and automate social marketing activities so that they can spend more time one-on-one with clients and prospects. Hearsay Campaigns posts fresh, relevant content on the advisor’s behalf so that even the busiest representatives can be social leaders. Advisors can increase social activity and engagement while reducing the impact on compliance and supervision teams. Additionally, Hearsay Campaigns offers corporate marketers increased distribution for their best content, ensures brand consistency across the field and provide ROI measurement of their social selling programs.

In the Innovation New Applications category, Hearsay Relate was recognized as a game-changing communications application that helps regulated financial services firms modernize the way their advisors communicate with clients, increasing personalized touch points across the digital channels that clients prefer. Relate’s features provide advisors the ability to delegate administrative tasks; artificial intelligence that simplifies common, industry-specific workflows, such as predictive, one-touch “quick replies” to texts; and pre-scheduling texts for annual review meeting confirmations, billing reminders, bond maturation and more.
A panel of independent judges made up of top names in the industry will determine the 2019 Industry Award winners who will be announced at a special event in New York City on September 12, 2019.

Jonathan Shafer

Jonathan Shafer leads content and marketing strategy, PR and partner marketing efforts as Hearsay's Director of Product and Customer Marketing. He brings over 10 years experience in enterprise software and partner marketing for data-driven companies including Hitachi Ventara, Informatica and Oracle. He holds a Bachelor's degree in Economics and Business from Lafayette University, and an MBA in Finance and Financial Management from Pepperdine.

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