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Nurture and Convert New Business

William Warren

This is part 4 in a series on the “Last Mile” of Digital Maturity. Read part 1 here, part 2 on reaching & attracting the right prospect here, and part 3 on scale and orchestration to target the right prospect here. Content strategy has evolved, and it’s big tech that’s set the agenda. Clients and […]

Are You Ready? FCA Restatement Puts UK Social Media Programmes on Alert

Iain Duke-Richardet

The FCA recently published guidance reiterating a long-standing mandate of the regulator: the onus is on FCA-regulated organisations to monitor employee behaviour for bad actors. Therefore, even if conduct isn’t tied to a specific rule, poor behaviour that results in someone getting harmed will see the FCA take action. For firms doing business in the […]

How Scale and Orchestration Can Help You Target the Right Prospect

William Warren

This is part 3 in a series on the “Last Mile” of Digital Maturity. Read part 1 here, and part 2 on reaching and attracting the right prospect here. Reaching and attracting the right prospects calls for a strong digital presence with credibility. Once that’s established, it’s time to to turn to scale and reach. […]

Reaching & Attracting the Right Prospect

William Warren

The First Step in Developing Last-Mile Digital Maturity As we shared in our first blog post of this series, a new phase of digital maturity is underway. Transformational financial services firms are proactively orchestrating how the field engages with clients in the “last-mile” and guiding seamless handoffs between channels to deliver business outcomes. Guiding your […]

Stop the insanity! What financial services firms can learn from the GameStop frenzy

Iain Duke-Richardet

Accessing—and acting upon—financial advice seen on social media platforms is nothing new. But not until the recent trading frenzy around GameStop has this new reality come under sharp scrutiny. After retail investors on a Reddit discussion board drove an astronomical increase in stock value, GameStop stock is now sharply falling. The resulting volatility has led […]

Cut through the clutter and get business done with Hearsay Relate

Vivien Wang

Last year’s global pandemic put every business to the test, and TechGirl Financial was no exception. Victor Gaxiola and his wife Kim had worked in financial services since 2004, but together, they established TechGirl Financial in 2011 to serve a specific niche market: women in technology. Although the pair have always run a digital-first operation, […]

A Closer Look at the SEC’s New Marketing Rule

Bill Simpson

On December 22nd, 2020, the SEC finalized the Modernized Marketing Rule, culminating a monumental shift in the way they will view advertisements and solicitations by investment advisers going forward. This landmark update – referred to simply as the “Marketing Rule” aims to create a more evergreen, consolidated set of guidelines for anyone subject to the […]

Welcome to the “Last-Mile” Digital Maturity Series

William Warren

A new phase of digital maturity is underway. Transformational firms are optimizing across the client journey, proactively orchestrating the way in which the field engages with their clients in the “last-mile” and guiding seamless handoffs between channels to deliver business outcomes. To help you get there, Hearsay has developed a framework for how you can […]

Leading Through Change: How to Motivate and inspire Teams into 2021

Marisa Ruffles

Across the course of 2020, a multitude of articles have been released sharing leadership strategies to help us navigate through uncertain and trying times. Leaders across organizations have devoured this guidance as they found there to be no playbook for 2020 and craved expert insights. But now, as we turn into 2021, leaders are asking […]

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