In part one of our two-part blog series, we discussed the six steps you can take to increase your customer relationship management (CRM) technology adoption, as well as how issues…
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.
Top financial services enterprises have proven that strong alignment between sales and marketing teams leads to better business outcomes: increases in customer engagement, better customer service, and faster revenue growth.…
This is part one of a two-part blog series. Part one explores user adoption strategies and how issues surrounding data can impact the value of your CRM system. Part two discusses…
We know that the longer it takes for a business to respond to a customer or prospect inquiry, the less likely that person will buy (or return, or refer). The…
At the recent 2018 Financial Industry Regulatory Authority (FINRA) Annual Conference, financial services compliance professionals explored how to embrace the future of communications while remaining compliant. Amy Sochard, Senior Director in FINRA…
At Hearsay, we’re driven to make every advisor and team more productive. When engaging with clients and prospects, there is often no substitute for picking up the phone. Voice calls…