In April 2017, FINRA released Regulatory Notice 17-18, which directly addressed texting in the financial services industry. It stated that text messages, like social media content and email, must be…
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.
Everyone’s talking about digital transformation, but how do you actually execute on it? At our 2018 Hearsay Summit, we heard how several industry leaders tackled this enormous mandate, and developed…
Today, I’m happy to announce that our latest product release is now generally available! Our sixth release of the year includes significant enhancements to Hearsay Social (check out the updated…
According to Forrester, more than half of North American companies are developing BYOD programs in response to workforce demand. For IT teams, the first step toward a comprehensive BYOD program…
Prudential. Cetera. Allstate. Thrivent. Modern Woodmen of America. They’ve all recently empowered their massive field force of advisors and agents to text clients and prospects. As the trend continues to…
Email marketing may seem like old technology, but it’s far from out of the game in terms of importance. The Understanding Financial Services Email Marketer in 2018 study found that…