This is the second in a series of blog posts by Mitch Avnet of Compliance Risk Concepts on the process of building a business case within your firm to support…
Hearsay Summit 2018: How AI and Digitization Align Sales, Marketing and Data at Today’s Most Transformational Financial Firms
Today, a perfect storm of tech game-changers is gathering tremendous momentum.
Using social networks to improve your business is important, but no matter where a prospect starts online, they ultimately end at your website. Today’s prospects are constantly looking for more…
Talking to customers is a way of life for Hearsay; engineering, product, marketing and customer success teams are in daily contact with thousands of corporate financial services customers and their…
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…
The holidays are upon us and with them comes our final product release of the year! This release is packed with presents for admins, field leaders, agents and advisors to…
FINRA recently requested comment on the provision of data aggregation services, supervisory processes concerning the use of artificial intelligence, and the development of a taxonomy-based machine-readable rulebook. With nearly 20…