Modernize Advisor Communications with Hearsay Relate
Hearsay Relate makes compliant, on-the-go advisor communication easy. With one phone, two numbers and no headaches, you’re BYOD, CYOD or COPE-ready and CRM integration ensures effortless data capture for texting and calls.
This quick video paints the picture.
You can also learn how to turn your advisors’ smartphones into mobile productivity systems with Hearsay’s Advisor Actions.