Exceed client expectations with texting
Getting in touch — and staying in touch with clients isn’t easy. Hearsay Messages makes it possible so your team is available and responsive when clients need you most.
Separate business from personal
Hearsay Messages makes it easy to divide business and personal texting on any Apple or Android device, so advisors don’t have to carry around two phones.
- Schedule meetings and reminders Assistants in the home office can schedule meetings and send reminders to clients from the web-based Texting Console.
- Drive business results in the field With our CRM integration, advisors have rich client data to deliver personal, timely advice at the right moment.
- Address regulatory compliance with ease Get legal consent to text clients and oversee advisor texting with compliance and security controls. Hearsay’s supervision functionality allows teams to monitor and archive all text communication.
Scale advisor texting with best practices
Our world-class Customer Success team will help your team launch an advisor texting program across the field, building on industry best practices form more than 150,000 advisors.
Security, compliance and supervision
Manage compliance to address industry requirements and mitigate your firm’s risk. Restrict outbound texts, flag risky behavior and prevent inappropriate communication.
Learn how companies like yours build effective advisor texting programs with Advisor Messages