Partnerships & Integrations

Hearsay’s partnership ecosystem includes industry-leading technology companies, systems integrators, and content providers serving the insurance, banking, and wealth management sectors.

Partnerships Focused on Customer Success

From content and compliance archives to core insurance systems, CRM, portfolio management systems, and social media sites, Hearsay has established a deep, focused ecosystem to accelerate the success of our financial services customers.

To learn more about joining our partner program, please contact



Hearsay and have partnered to enable financial services field organizations to seamlessly and compliantly acquire, manage, and deepen relationships throughout the client journey. We offer two connectors on the AppExchange – Hearsay Advisor Cloud Connector for Salesforce Financial Services Cloud and Hearsay Social for Salesforce – bringing together two leading technology solutions serving the wealth management, insurance, and banking sectors to deliver advisor success, corporate distribution and marketing success, and IT success.


Optimized for Salesforce Financial Services Cloud (FSC), Hearsay enhances your CRM instance by triggering timely click-to-call and click-to-act workflows for advisors to perform on their mobile device, then automatically logging all activities to Salesforce, saving advisors hours of manual data entry each week while increasing the quantity and accuracy of data in CRM by 10-15X.

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Hearsay and Microsoft have partnered to bring relationship selling for financial services professionals to a new level. Hearsay’s industry-specific workflows and compliance capabilities combined with rich insights from Microsoft Dynamics 365 offers advisors real-time opportunities to create automated, personalized experiences across all customer touchpoints—from consideration to purchase. Your enterprise can market smarter, and your advisors will sell more effectively across digital channels, ultimately leading to deeper relationships.

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Social Media Platforms


Facebook’s mission is to give people the power to share and make the world more open and connected. Hearsay’s partnership with Facebook allows financial advisors to participate in this open and connected world compliantly. Advisors use Hearsay Social to successfully deliver the right content, at the right time, to attract prospects, retain customers, and grow business.


Twitter connects businesses to customers in real time – and Hearsay Systems empowers financial services firms to maintain compliance while advisors research, connect and engage with customers on Twitter using Hearsay Social. By selling socially, advisors are able to deliver highly personalized service, improve sales productivity, and strengthen customer relationships.


Hearsay Systems has partnered with LinkedIn, the world’s largest professional network with 225 million members in over 200 countries and territories, to help enterprise financial services organizations leverage LinkedIn’s social networking power while meeting regulatory requirements and company policy. Hearsay Social’s integration with LinkedIn Sales Navigator, the tool that empowers sales professionals to find targeted prospects, allows advisors to monitor key ‘money-in-motion’ events with prospects and customers through one straightforward interface. Advisors grow their book of business and stay compliant with government regulations.


Instagram is a place where people can explore their passions, and business can reach a new audience. Hearsay is partnered with Instagram to help advisors and agents connect with the 1 billion+ monthly and 500 million+ daily active Instagram accounts. Hearsay Social provides support for publishing and compliance on Instagram business profiles so advisors can safely engage more clients and prospects – particularly Generation X and Millenials.


Spredfast’s smart social software enables enterprise brands worldwide to manage, integrate, and amplify social content across any digital touch point in real time. Marketing teams use Spredfast to manage the corporate brand, building lasting relationships with today’s digitally connected consumer. Allies in the mission of supporting enterprise organizations with compliant, scalable solutions, Spredfast and Hearsay partner to align corporate marketing and customer care with advisor outreach for the financial services industry.

Regulatory & Industry Partners

Archiving & eDiscovery

Maintain compliance by efficiently archiving all digital communications in the archiving solution of your choice. As the volume and types of electronic client communication grow, so do the technical and legal ramifications of managing that data in the case of audit, investigation, or litigation.


Proactively preserve and collect your digital Hearsay-generated content—social posts, text messages, emails, voice—in one consolidated search-ready archiving system with one of our Archiving & eDiscovery partners:


Bloomberg Proofpoint Smarsh
Autonomy Global Relay Symantec


If you use another solution, contact to discuss how we can work with them too.


SIFMA’s mission is to develop policies and practices which strengthen financial markets and which encourage capital availability, job creation and economic growth while building trust and confidence in the financial industry. SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA).


LIMRA is a worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. LIMRA has established an exclusive Elite Strategic partnership with Hearsay Social to help its members better use social media to enable their field force and marketing teams to attract, retain, and grow customer relationships. As LIMRA’s Elite Strategic Partner, Hearsay Social is the endorsed social media solution for LIMRA members to learn about and be successful on social media.