Skip to content

Hearsay Optimizes for Expanding Tech Ecosystem in Financial Services, Invests in Robust APIs to Integrate with Adobe Experience Manager and DocuSign

Insurance and Wealth Management firms can now expand the value of their investments in content management and electronic signature systems by integrating with Hearsay Cloud to streamline client journeys across all digital channels–social selling, websites, email, SMS, and mobile calls

SAN FRANCISCO–June 6, 2019–Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, today announced new integration capabilities for its expansive content library, making it even easier for customers to deliver rich, customizable content to their clients. Marketing teams across advisor firms and insurance companies can now share high-quality content created in platforms like Adobe Experience Manager with their field sales forces with a single click. This significantly expands the reach of marketing efforts, provides agents and advisors with the most engaging content and more accurately measures content performance and more impactful results for the field.

“It is very exciting for our customers that Hearsay now integrates with Adobe Experience Manager. Hearsay and Adobe are a natural fit, making it easy for financial services firms to elevate their end-user experience by delivering a consistent experience at each critical stage of the customer journey while ensuring compliance with industry regulations,” said Clara Shih, CEO and founder of Hearsay Systems. “Now corporate marketing teams can significantly expand the reach of their content by leveraging their field to publish highly relevant content faster and easier than ever before.”

By integrating with content management systems, the best-in-class content that firms develop can be shared seamlessly with field advisors and agents for compliant distribution to their networks via social and personal websites. With today’s API release, Hearsay now integrates with leading content management systems like Adobe Experience Manager and Sitecore so that access to high-quality content becomes simple for agents and advisors, regardless of where the content comes from.

Several customers have already integrated Hearsay with the foundational elements of their ecosystems, enriching their CRMs, deepening their analytics capabilities, and enabling multi-channel client journeys specifically designed for advisors and agents making their archiving process more streamlined.

“More than ever, it is important for us to provide easy to use workflows that allow our advisors to connect and engage in meaningful ways with clients and potential prospects about the things that matter most in securing their financial futures,” said Karen Shakoske, Head of Marketing and Corporate Communication at Janney Montgomery Scott. “Hearsay’s ability to integrate with everyday use systems like CRM and our archiving platform makes our mission easier — to provide our advisors a fast and seamless way to manage their communications efforts and client engagement data at scale. These key integrations have helped us feel confident in unlocking new engagement channels for our advisors, such as compliant text messaging via Hearsay Relate.”

Hearsay APIs also help automate and facilitate the timely execution of critical client documents. Hearsay’s compliant solution integrates with DocuSign, for instance, to deliver agreements on the client’s preferred device to advance advisor/agent productivity, even over text message. Then with Hearsay Relate, which offers seamless texting between advisor and client, any questions about documents can be answered immediately.

“As we continue to expand the Hearsay platform to become a core component of our customers’ respective ecosystems, we are laser focused on delivering solutions and workflows that complement and are additive to the systems our customers rely on every day,” said Gaurav Agarwal, Vice President of Strategy and Partnerships at Hearsay Systems. “Investing in our platform and opening APIs makes this remarkably simple — we can align our product and integration strategy alongside our customers’ needs.”

These are just a few of the use cases already being unlocked via Hearsay’s integrated platform. To learn more about how Hearsay’s platform can integrate with your core applications to help advisors or agents, please visit

About Hearsay Systems

Hearsay Systems is reinventing the client experience in wealth management, property and casualty and life insurance with compliant digital communications and workflow solutions. Over 150,000 advisors and agents at the world’s largest financial services and insurance firms leverage Hearsay to engage with customers and build stronger relationships to grow their business.

With Hearsay Cloud for financial services, advisors and agents provide real-time, personalized and seamless client experiences across the right channel – social, texting and mobile – at the right moment. Automated, pre-built industry workflows for insurance and wealth management provide one-click actionable suggestions for targeted engagement. Built for the enterprise, Hearsay Systems connects data and every client interaction to corporate CRM systems and digital marketing programs – all on a secure, compliant enterprise-ready platform.

Hearsay is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.


Visit the Resource Center

Download White Paper, Infographics, Industry Reports and More…

Visit Resources