It takes more than just the right technology to successfully transform the way you do business. Our expert Customer Success team will help guide your organization with the strategies, processes and best practices that are necessary for successfully implementing Hearsay Advisor Cloud across your company.

Focused on driving change in the financial services and insurance world, our Customer Success managers are industry veterans, blending tech experience from leaders like Facebook, Salesforce and Google with financial services experience at firms including JP Morgan, Barclays and Deutsche Bank.

Implementation Services

Hearsay has a world-class Implementation Services team to set up, configure and implement Hearsay Advisor Cloud successfully within your existing environment. We offer Advanced Implementation Services that are designed for our customers in financial services who operate in complex and demanding regulatory environments. Our team of skilled Implementation Managers has deployed the Hearsay platform at more than 100 firms for over 150,000 advisors and agents, and is well-versed in the unique needs and complexities of the financial services industry.

Education and Training

Proper training and education is imperative for any technology deployment and helps to boost both adoption and your team’s performance. We provide training and education services dedicated to on-boarding advisors and agents as well as administrators, so you can hit the ground running with Hearsay. We also offer an online education program tailored specifically for financial services professionals that will arm them with the skills and knowledge they need to succeed in leveraging digital for their business.

Premier Account Management

We are deeply committed to the success of our customers, and our robust account management team is composed of skilled experts dedicated to serving your company’s needs. Our Customer Success Managers and Executives will share best practices, assist in change management and guide your Hearsay Advisor Cloud transformation from on-boarding through to late-stage adoption.

User Support and Helpdesk

The right level of support can make all the difference in providing our customers with peace of mind and helping them maintain business continuity. Our team of support specialists is on call to answer your questions, resolve technical issues and ensure you have everything you need to be successful with Hearsay Advisor Cloud.