Data analytics is big business, but not just any solution will do in financial services This summer, data analytics hit the big leagues. As I recently shared with InvestmentNews, Google…
Hearsay Systems Blogger
Donna Prlich
Data and analytics — the secret sauce in a 360 degree customer view The financial services industry is racing to deliver amazing customer experiences. Completing my first year at Hearsay…
Advisors and their clients have something in common. When it comes to their digital experience, it needs to be seamless and easy. Clients are looking for highly personalized communications and…
At the start of 2018, the marketing team for one of our customers made an advantageous discovery. The firm, one of North America’s largest insurance companies, had used the…
At Hearsay we have one prime directive: help advisors grow their business. So when we heard that $68 TRILLION dollars was set to be up for grabs, we went to…
In my blog post last month, I wrote about the journey financial services leaders must take to embrace digital technology, integrate our business systems and transform our approach to…