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…
Hearsay Systems Blogger
Donna Prlich
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…
According to historians, it’s been 8,000 years since the Egyptians realized they could harness the wind with a sail to move a boat across the ocean. It was almost another…