Foundational partners ensure a seamless advisor / agent experience. By partnering with the leading technologies in the financial services industry, Hearsay allows your field to more easily and intelligently engage with clients in moments that matter.
Compliance, Archiving & Security partners provide WORM compliant solutions for customers to store, archive and discover all relevant engagement and compliance data. Note: Hearsay integrates with the majority of archiving vendors, regardless of formal partnership status.
Social Media Platforms have fundamentally changed how advisors market and communicate with the world. Hearsay’s integration with the top social networks ensures access to the most relevant and secure social channels for advisors and agents to attract new prospects and build client loyalty.
Technology & Platform partners boast solutions widely used across the financial services industry. Hearsay works with these leaders to streamline the advisor and agent experience.
Industry Associations ensure we align with the most up to date industry changes and regulations to keep customers and advisors compliant.