Skip to content

Hearsay Relate for Wealth Management

Hearsay Relate for Wealth Management

Learn how Hearsay Relate helps wealth management firms improve the client-advisor experience with simple and reliable business communications that maintain the enterprise-class security and controls FINRA, SEC, IIROC, FCA and MiFID II regulations require.

Hearsay Relate is a compliant text and high-quality cellular voice solution. Advisors can connect to their clients on any mobile device, from any location. And more than just text and mobile calls, Relate turns advisors’ devices into mobile productivity centers. AI-based automation, delegation and workflows help advisors do business faster, drive more in-person meetings and save time converting prospects to clients. Read the datasheet for more.

Click the link below to access

Download Datasheet