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Hearsay Relate

Secure & compliant texting, crisp mobile calls

Secure & compliant texting, crisp mobile calls

Proven tools to manage SMS supervision at scale. Rich call analytics, synced with CRM.

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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 is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process.

Compliant client engagement for BYOD advisors & agents

Texting, high-quality voice calls and automated workflows designed to scale client touchpoints and increase client loyalty.

Increase client loyalty

Respond immediately to client outreach with automatically generated smart text messages and high-quality voice calls, anytime, anywhere.

Increase advisor productivity

Delegate service and scheduling requests to team members. Bulk schedule & personalize common text messages and schedule meetings directly from text.

Address regulatory compliance & supervision with ease

Contextual supervision and Universal Dashboard workflows drastically reduce compliance and supervision time and resources needed.

Integrate with CRM and your existing archiving vendor

Automatically sync client contact and engagement data with your CRM to enable corporate visibility into field activities and seamlessly archive with your existing vendor.

Save advisors’ time

Utilize automation and workflows built for advisors through calendar integration. Pre-schedule bulk text messages to remind clients about upcoming meetings, schedule birthday greetings or upcoming payment reminders.

Support BYOD, CYOD or COPE mobility model

Two numbers, one phone – keep business and personal communications separate to mitigate regulatory risk.

Scale advisor texting with best practices

Our world-class Customer Success team will help your team launch an advisor texting program across the field, building on industry best practices from more than 200,000 advisors.

  • Video

    Hearsay Relate: A Day In The Life Of The Agent and Advisor

    Watch this video to see what a typical day looks like for…
  • Video

    Modernize Advisor Communications with Hearsay Relate

    This quick introductory video shows how Hearsay Relate makes compliant, on-the-go advisor…
Want to learn more about Hearsay Relate?

Want to learn more about Hearsay Relate?

We work exclusively with the financial services industry. If that’s you, let’s talk about how we can help your advisors move business forward with compliant texting and voice.

Request a Demo