The right message, on the right channel, at the right moment

Driven by learnings from over 10 million posts and 9 years of data, Hearsay Content helps you deliver the most engaging and meaningful content for your business.

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Sharif Renno
VP, Social Media, Robert W. Baird & Co.
“In today’s work environment where there is simply not enough hours in the day, Hearsay Content has created efficiencies for our marketing department by providing the most relevant industry content our advisors want to share with their clients and prospects. Hearsay Content complements our existing corporate content (such as articles, market outlooks, and guides), allowing advisors to be seen as experts in their field without feeling like every social post they share is coming from the corporate office. We look forward to integrating Hearsay Content into our campaigns to make our advisors even more productive by effectively managing their social publishing needs.”

Ai-powered content recommendations for every advisor

Hearsay Content delivers curated feeds of the most engaging content for P&C, Life, and Wealth Management. With a personalized onboarding experience that learns about each advisor and an Ai-engine that analyzes which posts get the most engagement, Hearsay recommends the right content for each advisor to attract their ideal clients.

  • Save time finding great contentHearsay automatically curates articles from over fifty thousand publications — so you don’t have to. Let Hearsay automatically recommend compliant posts and campaigns to each advisor, recommend content yourself, or both.
  • Help advisors build a compelling personal brandSelect from a combination of industry (i.e. taxes, retirement) and lifestyle recommendations (i.e. technology, travel), updated daily from trusted sources like Forbes, Wired, and The Economist.
  • Increase client and prospect engagementTimely, relevant and high-quality content feeds, updated daily and filled with a mix of targeted lifestyle and industry articles to encourage maximum engagement.
  • Help advisors nurture leads with great email contentHearsay’s email templates and automated campaigns make it easy for advisors to turn new leads into happy clients.

Put content marketing on autopilot

Hearsay Content takes Hearsay Social’s Campaigns – marketing automation for advisors and agents – one step further by providing pre-built Campaigns. Content is automatically added each week from trusted sources like TechCrunch, Fortune, Bloomberg, and more. The campaign is created for you and you can review, add, or remove content before you share with your advisors and agents.

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Simply publishing content is not enough

The client journey breaks down if your advisors don’t follow-up personally. With Hearsay, your advisors have easy-to-use templates and prompts designed to start valuable conversations.

  • 01
    Subscribe

  • 02
    Notification to follow up

  • 03
    Send email, text or call

  • 04
    Book Meeting

Omni-channel content for financial services

Hearsay provides a variety of lifestyle and industry content for wealth and insurance audiences. Suggest posts, emails and campaigns to your advisors or choose ‘auto-suggest’ to share all relevant, compliant content.

Social Posts
& Campaigns

  • Wealth Transfer
  • Kids & Money
  • Technology News
  • Economy & Investing
  • Millenials & Money
  • Personal Finance
  • Career Tips
  • Philanthropy
  • Small Business
  • Education Savings
  • Retirement Income & Planning
  • Taxes
  • Women & Investing
  • Sports News
  • Real Estate
  • Healthy Living
  • Holidays Travel

Email Templates & Campaigns

  • Happy Birthday
  • Holidays – 4th of July, MLK Day, Veteran’s Day, etc
  • Congratulations – new home, new job, new child, etc
  • Referral Introduction
  • Meeting Confirmation
  • Retirement Planning
  • Education Savings
  • Billing Reminder
  • Annual Review
  • Annual Review Summary and Next Steps
  • Financial Planning Follow Up
  • Advisor/Agent Introduction
  • RMD Reminder
  • Engaging Disengaged Clients
  • Outreach During Volatile Markets
  • Upsell

Save time approving content with automated supervision

Your supervisors’ time is valuable; they shouldn’t have to approve articles we already know are compliant. Hearsay Content has customizable whitelist/blacklist technology to avoid content from specific sources or other financial services firms. Once content is sourced, each article runs through our pre-scanning technology to ensure compliance with industry regulations and your firm’s policy.

Custom content for your industry and your firm

When you support multiple lines of business and target various client segments, you may need a little extra help creating the right content mix. Our Industry Content team can provide custom feeds of articles, pre-built campaigns, email templates and email campaigns specifically for your unique LOBs.

 

DATASHEET

Hearsay and Adobe Experience Manager

Easily manage your program to get your best content in front of more clients and prospects.

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EBOOK

Hearsay Content Datasheet

Your firm excels at delivering branded corporate content – but your advisors and
agents clients want more. To break through, what you offer has to be timely, relevant and engaging.

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