On June 5, 2019 the Securities and Exchange Commission (“SEC”) voted to enhance the regulatory framework standard of conduct for broker-dealers (or “firms”) and provide an interpretation of the fiduciary…
Hearsay Summit 2019: Creating a Human Client Experience in an Omnichannel Financial Services World
Last week, 150 distribution, marketing, IT, and compliance leaders at the world’s largest financial services institutions and Silicon Valley disruptors gathered at our annual Hearsay Summit to discu…
Four years ago, Mutual of Omaha launched a corporate strategy that placed a high priority on digital transformation to deliver greater value to its customers. As one of the key…
Each month we put the spotlight on a customer who’s fully embraced digital transformation. We’ll share stories of advisors and agents who are using digital to be more productive, build…
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…
Recognized by WealthManagement.com 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…
It’s been a long time coming, but it’s finally here. Compliance experts have been talking about these changes since April 2018, when our own Deep Kingra participated in a compliance…