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.
VP, Social Media, Robert W. Baird & Co.
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.
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.
Notification to follow up
Send email, text or call
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.
- Wealth Transfer
- Kids & Money
- Technology News
- Economy & Investing
- Millenials & Money
- Personal Finance
- Career Tips
- Small Business
- Education Savings
- Retirement Income & Planning
- 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
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.