Skip to content

Hearsay content channels workflows

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