Skip to content

Hearsay Social

The Leading Social Selling Solution For Financial Services

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.

Nurture clients and prospects, then reach out at moments that matter

Your advisors are busy and their time is best spent with clients and prospects. Hearsay Social makes it easy for them to nurture clients with personalized content, then connect one-on-one at moments that matter. The simple, mobile-first approach turns social media into an effective sales tool for even the most seasoned advisors.

  • Automate publishing with Campaigns

    Campaigns 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 List

    The Action List quickly guides advisors through their most important tasks, like a prospect to follow-up with, a campaign to launch, or a profile edit from compliance.

  • Maximize reach with an integrated marketing approach

    Developing one cohesive strategy around your social and web programs helps drive leads and increase conversion rates

What makes the partnership great is how easy, simple and efficient Hearsay makes digital marketing for the field.

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 Client Services team, your social selling program is built for scale — right from the start.

Learn more

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.

Learn more

Automatically curate engaging, relevant content

Hearsay Social automatically provides the content your advisors need to build credibility and attract their ideal clients. Driven by learnings from over 10m posts and 9 years of financial services data, Hearsay Content provides posts and emails from trusted sources like Forbes, Wired, The Economist, and more.

Learn 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.

Learn more

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, voice and email.

Learn more
  • Datasheet

    How to Demonstrate Social Selling ROI in Financial Services

    Three ways to demonstrate social selling ROI, from a good starting point…
    Read More
  • eBook

    5 Ways to Drive Advisor Social Program Adoption

    One of the biggest challenges marketers run into when starting a digital…
    Read More
Want to learn more about Hearsay Social?

Want to learn more about Hearsay Social?

We work exclusively with the financial services industry. If that’s you, let’s talk about how we can help your advisors grow business on social.

Request a Demo