The leading social selling solution for financial services

Advisors and agents don’t work like other salespeople, and they don’t use social media the same way either. That’s why there’s Hearsay Social.

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Nurture clients and prospects, then reach out when the time is right

Your advisors are busy, and their time is best spent one-on-one with clients and prospects. Hearsay Social makes it easy for them to nurture clients with pre-approved built-in content, then connect one-on-one, at just the right time. It even alerts advisors when someone in their network shares a life event like starting a new job, having a baby, or moving.

  • Automate publishing with CampaignsCampaigns allow you to automate social media marketing for advisors, so even your busiest reps generate sales opportunities on social.
  • Help advisors succeed with the Action ListThe Action List quickly guides advisors through their most important tasks, like a prospect to follow-up with, a campaign to subscribe to, or a profile edit from compliance.
  • Strengthen client relationships with 1-to-1 Outreach In financial services, it’s the one-on-one interactions that drive client acquisition and retention. 1-to-1 Outreach allows your advisors to efficiently scale these critical touch points on clients’ preferred channels.

Build a program that works for all of your advisors

With an easy-to-use solution, the right amount of automation, and our industry-leading Customer Success team, your social selling program is built for scale — right from the start.

Demonstrate the ROI of your social selling program

Social is an established sales channel for advisors — and it amplifies your corporate marketing campaigns. With Hearsay Social, you can easily track leads sent from advisors to your corporate websites, expand client contacts by syncing leads with your CRM, and much more.

Automatically curate engaging, relevant content

Hearsay Social automatically provides the content your advisors need to build credibility and engage their target client segments. Driven by learnings from over 10m posts and 8 years of financial services data, Hearsay Content provides posts and 1-to-1 messages from trusted sources like Forbes, Wired, The Economist, and more.

Efficient social media compliance, at scale

Make compliance and supervision easy across Facebook, LinkedIn, Instagram and Twitter with pre-approval workflows, real-time alerts, supervision and approval trails, and infraction resolution – all from the Universal Supervision dashboard. Hearsay provides robust compliance functionality for regulated companies, including FINRA, SEC, IIROC and FCA-regulated firms.

Easily expand beyond social

Built on the Hearsay platform, Hearsay Social allows you to quickly add digital sales channels – critical to advisors’ success – in one easy-to-use application. Make it simple for advisors to attract prospects and engage clients across social media, websites, text and email.