Skip to content
The Hearsay Blog

The Hearsay Blog

Get the latest insights and news.



SIFMA Social 2018 Recap: 3 Ways Digital and Social Are Shaping the Advisory World

William Warren

Last week, I had the pleasure of attending SIFMA’s Social Media and Digital Marketing Seminar with a group of my Hearsay colleagues. Hearsay’s founder and CEO, Clara Shih, kicked off the event with a keynote, “Solving the Loyalty Crisis,” on how financial services companies must leverage digital tools to help advisors scale their high-touch practices. […]

New York Life Builds Single, Data-Rich Customer View with Hearsay's CRM Integration [Video]

Connie Sung Moyle

See how New York Life is building a world-class, integrated agent marketing and sales enablement ecosystem by partnering with Hearsay. At Salesforce’s Dreamforce event, Steve Abramo, Head of Enterprise CRM at New York Life, explains how Hearsay’s integration with New York Life’s field system of record is unlocking new data-driven insights that drive productivity, retention […]

Top Tech Trends Driving Advisor-Client Engagement

Connie Sung Moyle

With more than 150 financial services firms and 150,000+ financial advisors using our technology, we’re on a mission to develop new sales productivity tools and features that help close the gap between corporate and local advisor sales/marketing efforts. (See: Hearsay’s Winter ’18 Product Launch is Here) So, we were thrilled to discover that Aite Group, […]

How to Apply 2018's Biggest Digital Trends to Your Client Engagement Strategy

Linh Le

We Are Social recently released their 2018 Digital Trends report, which summarizes five trends they predict will change the way business is done online and the way people interact with other users as well as directly with brands. Pay close attention to these five trends when building out your business’ digital strategy for 2018. Re(Curation) Believe […]

How FINRA's 2017 Exam Findings Report, 2018 Priorities Letter May Impact Digital Communications Policies

Christopher Fernandes

In its annual tradition, FINRA recently published two reports, one summarizing enforcement actions that took place in 2017 and the other providing a preview of important topics it will focus on in 2018. As usual, the report highlighted FINRA’s continued emphasis on investor protection and market integrity. However, what do these reports tell member firms […]

From Regulatory Compliance to Relationship Insights: Why Financial Services is Uniquely Positioned to Benefit From the Data Analytics Revolution

Clara Shih

In the early Hearsay years, our customers came to us because they realized social media was here to stay and, to take advantage of it, they needed to satisfy the complex record-keeping regulations that govern advisor-client communications in financial services. Little attention was paid to these records, aside from the need to retain and review […]

Hearsay’s Winter '18 Product Launch is Here

Gaurav Agarwal

We’re excited to announce that the Winter ’18 launch is now generally available to all customers as of Monday, January 22! This launch is packed with product innovations to help advisors efficiently attract prospects, retain clients and grow business on digital. From automating social and website posts, to scaling one-to-one advisor-client interactions, the new features […]

How Can You Improve Gender Diversity at Your Firm? (Part 2)

Linh Le

This is part two of a two-part series on gender inclusion in the financial services industry; read part one. In part one of this series, we explored two problems from a recent InvestmentNews study, Women in Advice: Inspiring the Next Generation of Financial Advisors. Researchers found that stalled professional progress and work-life balance were among […]

Texting Goes Mainstream for Financial Services Firms

Everyone from Prudential and Morgan Stanley to New York Life and now Merrill Lynch are allowing advisors to text, adding to the momentum that texting is gaining as an indispensable client communication channel. (See previous coverage on how financial services companies are embracing the texting/SMS channel on the Hearsay blog, InvestmentNews and Financial Advisor.) The […]