Enable your advisors to engage with clients on their preferred channel, compliantly

Hearsay Relate moves business forward by combining compliant texting, high quality voice calls, and workflows built to increase client loyalty and scale client touchpoints.

• Increase client loyalty Leverage compliant texting seamless voice calling from your business number to increase engagement with clients wherever they are.
• Increase advisor productivity Delegate service and scheduling request communications to team members to scale communications across your entire book of business.
• Save advisor’s 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 payments.

• Integrate with CRM or other enterprise core systems Enable corporate visibility into field activities like corporate lead follow up and annual review outreach. Ensure client contact information and engagement data is automatically synced with CRM.
• Address regulatory compliance & supervision with ease Hearsay’s supervision functionality allows teams to monitor, archive, and access the complete text thread. Automate consent to text clients for TCPA compliance.
• Separate business from personal for BYOD Keep business and personal communications separated for BYOD environments to mitigate risk for financial services firms.