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The Last Mile of Insurance: Keynote at InsureTech Connect 2020 #ITC

Leslie Leach

In the last five years, InsureTech Connect (or ITC, as it’s commonly known), has rapidly grown into the largest gathering of insurance innovators. Last year, our team joined the event in person with over 7,000 attendees in Las Vegas, and launched the Hearsay-Guidewire Connector. This year, of course, the event has gone virtual and we […]

Clara Shih on The Big Reveal, with Suzanne Siracuse

Leslie Leach

We were excited to hear about Suzanne Siracuse’s new podcast, The Big Reveal, which aims to bring personal interviews with wealth management industry innovators and leaders to life. Suzanne, founder and former longtime CEO and Publisher of InvestmentNews, is herself an influential leader in the wealth management industry, and we were thrilled when she invited […]

Regulatory Scrutiny of Client Engagement is Here – Are You Ready?

Iain Duke-Richardet

In light of a recent SEC penalty, now is not the time to rely purely on policy. As part of my role with Hearsay, I am frequently asked for compelling Compliance-grounded reasons why customers might contract our products and services. In the past, a recitation of the relevant rule and laws, in conjunction with reference […]

Career Tips for Difficult Times: Founders’ Perspectives

Marisa Ruffles

The Wall Street Journal held a virtual Jobs Summit recently where Clara Shih, Founder & Executive Chairwoman of Hearsay was interviewed alongside Kenneth Lin, Founder & CEO of CreditKarma. Michelle Ma, WSJ Assistant Editor, Live Journalism, dug into what they learned from the 2008 recession, which was the time period both Shih and Lin founded […]

Guide your Advisors/Agents to the Center of the Digital Client Journey

Leslie Leach

In high-consideration categories such as wealth management and life insurance, a trusted advisor is everything. So many other interactions in our daily lives are digitized and missing the human touch. But in wealth management, the complexity of financial decisions are higher and the value of advice more critical. That’s why clients are more apt to […]

The Key is Context – Unlocking the Modernization of Archiving & Supervision

Iain Duke-Richardet

Why mess with a good thing? Sometimes we hit on something that works so well that it never changes – like Coca Cola. Unfortunately, most things are not Coke and need to evolve. Email-based archiving – particularly when applied to client engagement activities across social and texting – is one of those areas begging to […]

Advisor-Client Communications: How Compliant Texting is Changing the Game

Erica Spelman

Social media proficiency is a must have for advisors and agents today. In fact, 92% of advisors report that social media has helped them gain new clients.[1] Social media plays a key role in the digital landscape, and done correctly it can help advisors find new clients and strengthen relationships with their current ones. Not […]

My First Day as CEO of Hearsay Systems

Mike Boese

Clara and me last week, appropriately socially distanced [Photo by Radu Ranga] Today is an exciting and very humbling day for me. After five months as Hearsay’s COO (all virtual) and working closely with Clara Shih, co-founder and CEO of Hearsay Systems, and the Hearsay Board of Directors, I am honored to take the reins from Clara […]

Passing the Torch to Hearsay’s New CEO

Clara Shih

A heartfelt thank you and exciting news for Hearsay’s growth, as I transition to the role of Executive Chairperson! Read on to learn more about Hearsay’s new CEO, Mike Boese. 11 years ago today, Steve Garrity and I founded Hearsay Labs on a belief that the sales profession would get upended by the social graph […]