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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 […]

3 Approaches to Advisor-Client Texting for Financial Services

Connie Sung Moyle

Adapted from our new report, Technology Landscape: 3 Approaches to Advisor-Client Texting Solutions for Financial Services Financial services firms text their customers for a number of different reasons, and many already have corporate-driven texting programs in place. These programs might include sending automated security-related notifications like password resets and two-factor authentication, account and policy alerts, […]

Why Aren’t There More Female Financial Advisors, and How Can You Improve Gender Diversity at Your Firm? (Part 1)

Linh Le

This is part one of a two-part series on gender inclusion in the financial services industry Diversity and inclusion are hot topics throughout the business world, but the stark lack of either topic is particularly noticeable in the financial services industry. With all the changes happening in the industry, including evolving client demands and expectations, […]

Meet the Hearsay Team: 2018 Resolutions

Brittany Nevares

Whether you believe in a specific new year’s resolution or not, people tend to set some sort of goal for themselves at some point in the year. I asked my team what they wanted to accomplish over the next year and found out some awesome things about them. We also revisited last year’s resolutions and […]

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