For new advisors, figuring out how to attract and acquire clients is never easy. But modern technology has become a competitive advantage for many successful advisors. Thirty-one percent of clients…
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.
“Hundreds of billions of dollars in automation-generated revenue is up for grabs in the coming years. Only those companies that deploy this technology in a way that looks beyond cost…
Regulatory changes, major demographic shifts, competition from the growing fintech market – financial services enterprises are facing disruption from every angle today. To meet these challenges and provide the seamless…
The recent onslaught of headlines about the application of artificial intelligence (AI) in financial services makes it hard to separate the wheat (what’s real and possible) from the chaff (pie-in-the-sky…
We’re delighted to share that Cetera, a leading network of independent firms supporting the delivery of objective retail financial advice, is rolling out Hearsay Relate, our new solution that enables advisors…
Financial advisors are often known for their people skills, which are essential to maintaining the confidence of clients and winning the trust of prospects. However, when it comes to leveraging…