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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 […]

How leading firms are rethinking their supervision models

William Warren

No two Compliance organizations are exactly alike, especially when it comes to their approach to supervision. There are however some common best practices in how leading firms structure their supervision model. Over the past decade, Hearsay’s Compliance Strategy lead, Iain Duke-Richardet, led compliance teams for some of the world’s largest financial services firms. I had […]

The Shift from Sales Push to Marketing Pull, for Advisor & Agent Success – Part 2

Tom Westhoff

Across our customer base, we’ve seen a strong correlation between a solid social selling content strategy and website traffic and conversions, with as much as 50% of inbound traffic originating from Hearsay Social. The strong sales and marketing partnership these organizations have developed and the strategic approach to content has led to this success. Corporate […]

Compliance Must Embrace – and Understand – AI

Bill Simpson

Compliance teams are overstretched. It’s become imperative they find ways to leverage technologies to become leaner, more effective, and better able to handle increasing demands. But they’re not alone in these efforts; the most recent OCIE risk alert indicates that organizations are also responsible for compliance programs that are sufficiently supported with both staff and […]

The Shift from Sales Push to Marketing Pull, for Advisor & Agent Success – Part 1

Tom Westhoff

It’s hard to remember that just 10 years ago, smart phones were not the norm. Most people weren’t on LinkedIn. Marketing was relatively simple, focusing on press releases, collateral like brochures, and advertising. Sales was pretty straightforward too. Selling financial services and insurance primarily involved cold calling to set up in-person seminars and meetings. Fast […]

The Impact of Technology on Compliance Program Maturity

Bill Simpson

With newsworthy financial services regulations such as the Department of Labor (DOL) guidelines and Regulation Best Interest (RegBI), RegTech has recently come to the forefront. The reality is that technology has been rapidly evolving for some time to provide compliance professionals with the ability to leverage solutions designed to accelerate their programs. Yet, frustratingly, not […]

The Advisory Firm of the Future: A Case Study

Marisa Ruffles

We’ve written about the advisor of the future and the fundamental shifts in both client and advisor attitudes, behaviors, and relationships (not to mention the recent shift to remote-first work) that are driving adoption of new technologies for client engagement. And in order to meet expectations as the client engagement model evolves and stand out […]

How Compliance Can Build a Sustainable Partnership with the Business

William Warren

Innovation in financial services brings its own unique challenges for compliance, notably, how to support these efforts while vigilantly complying with regulations. Having navigated these circumstances at leading global firms like RBC and Barclays, our Compliance Strategy Principal, Iain Duke-Richardet, sat down with me recently to discuss how compliance can build a sustainable partnership with […]

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