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Archiving & eDiscovery

Maintain compliance by efficiently archiving all digital communications in the archiving solution of your choice. As the volume and types of electronic client communication grow, so do the technical and legal ramifications of managing that data in the case of audit, investigation, or litigation.


Proactively preserve and collect your digital Hearsay-generated content—social posts, text messages, emails, voice—in one consolidated search-ready archiving system with one of our Archiving & eDiscovery partners:


Bloomberg Proofpoint Smarsh
Autonomy Global Relay Symantec


If you use another solution, contact to discuss how we can work with them too.


Spredfast’s smart social software enables enterprise brands worldwide to manage, integrate, and amplify social content across any digital touch point in real time. Marketing teams use Spredfast to manage the corporate brand, building lasting relationships with today’s digitally connected consumer. Allies in the mission of supporting enterprise organizations with compliant, scalable solutions, Spredfast and Hearsay partner to align corporate marketing and customer care with advisor outreach for the financial services industry.


Instagram is a place where people can explore their passions, and business can reach a new audience. Hearsay is partnered with Instagram to help advisors and agents connect with the 1 billion+ monthly and 500 million+ daily active Instagram accounts. Hearsay Social provides support for publishing and compliance on Instagram business profiles so advisors can safely engage more clients and prospects – particularly Generation X and Millenials.


Hearsay and have partnered to enable financial services field organizations to seamlessly and compliantly acquire, manage, and deepen relationships throughout the client journey. We offer two connectors on the AppExchange – Hearsay Advisor Cloud Connector for Salesforce Financial Services Cloud and Hearsay Social for Salesforce – bringing together two leading technology solutions serving the wealth management, insurance, and banking sectors to deliver advisor success, corporate distribution and marketing success, and IT success.


Optimized for Salesforce Financial Services Cloud (FSC), Hearsay enhances your CRM instance by triggering timely click-to-call and click-to-act workflows for advisors to perform on their mobile device, then automatically logging all activities to Salesforce, saving advisors hours of manual data entry each week while increasing the quantity and accuracy of data in CRM by 10-15X.

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Hearsay and Microsoft have partnered to bring relationship selling for financial services professionals to a new level. Hearsay’s industry-specific workflows and compliance capabilities combined with rich insights from Microsoft Dynamics 365 offers advisors real-time opportunities to create automated, personalized experiences across all customer touchpoints—from consideration to purchase. Your enterprise can market smarter, and your advisors will sell more effectively across digital channels, ultimately leading to deeper relationships.

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ZL Technologies

ZL Technologies makes the Unified Archive® software as a centralized platform for enterprise-wide management of unstructured data. Unified architecture eliminates “data silos” and allows comprehensive control of data for eDiscovery, RIM, compliance, and storage functions. With a track record of Fortune 500 customers, ZL is a leader in harnessing “Big Data” for strategic advantage.


Enterprise Vault, the industry leader in archiving, enables organizations to efficiently store, effectively manage, and easily discover and retrieve unstructured information as needed for business. As the industry’s most widely-deployed on-premise enterprise archiving solution, Enterprise Vault helps customers deduplicate information at the source to reduce operational costs, manage organization-wide retention and information governance policies, and control the costs of compliance and litigation support.


Presensoft® Inc. is a leading provider of cloud-based email, instant message, and social media enterprise compliance solutions used to enforce corporate security, archiving, and compliance policies. Presensoft archives Exchange Email as well as major IM clients, including Skype™, AIM®, Yahoo!®Messenger, Microsoft Lync®, QQ, Google™ Talk, ICQ, Instant Bloomberg, ICE®, and Pivot®. Social media archiving includes Twitter and Salesforce Chatter®.

Daegis Axs-One

Daegis Archive and eDiscovery is a division of Daegis Inc. (NASDAQ: DAEG), providing end-to-end archive and eDiscovery software with specialized services. Daegis simplifies and reduces the cost of information governance and eDiscovery while mitigating risk by improving data management. Daegis solutions are purpose-built by industry experts with deep influence from practicing professionals. Its products include the Daegis Edge eDiscovery platform, Daegis Acumen technology-assisted review and the Daegis AXS-One Archive. Services include managed document review, professional services, project management, search analytics consulting, collection and client support. Daegis clients represent a wide range of IT and legal constituents across a broad range of industries, from law firms and corporate legal departments to IT departments and government agencies. Daegis clients depend on the company to provide single, end-to-end solutions that deliver successful results on time and on budget. Daegis is headquartered in Irving, Texas. Additional U.S. offices are located in Roseville, Calif. and Rutherford, NJ. Daegis’ international offices are located in London, England; Warsaw, Poland; and Sydney, Australia.


SIFMA’s mission is to develop policies and practices which strengthen financial markets and which encourage capital availability, job creation and economic growth while building trust and confidence in the financial industry. SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA).