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Thrivent Financial key takeaways section


Thrivent Financial—a Fortune 500 financial services organization with over $105 billion in assets under management—needed a solution for its field representatives to compliantly use LinkedIn and Facebook. The firm began its social media program by manually managing compliance and it quickly became clear the process was too time consuming. It wouldn’t scale across the entire field. Thrivent selected Hearsay for both the sophistication of its technology as well as the team’s social media savvy. The rigorous selection process focused on Hearsay Social’s ability to serve the needs of its organization across different user types, including field representatives, creative services, principal reviewers, and recruiters. The program now generates thousands of monthly leads, reduced time spent approving marketing content by 75%, and drove a 22% increase in new customer acquisition. With an effective social media program in place, the firm turned its focus to the field’s individual websites. These local websites were outdated, not findable through search engines, and ultimately not driving new business to their advisors. Thrivent chose Hearsay Sites to modernize this critical client touch point. Over 3100 advisors were upgraded with new search and mobile optimized sites, making it easier for customers to find Thrivent advisors online from any search engine and any device. What’s next? Thrivent Financial is beginning to explore Hearsay Relate to further improve the field’s productivity through compliant text messaging.