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Hearsay Social Announces Predictive Email Solution, Enables One-to-one Marketing for Advisors to Engage Clients at Scale

Hearsay Mail combines insights and efficiency of marketing automation with personal human touch to help advisors build and deepen client relationships

Advisors will have access to the same powerful email analytics traditionally reserved for large marketing teams to enable timely, relevant outreach

October 8, 2015 – San Francisco, CA – Hearsay Social®, provider of the Predictive Social Suite for financial advisors and insurance agents, today announced Hearsay Mail™, a new solution that will enable financial services professionals to efficiently create, manage, send and track one-to-one emails that deliver personal, targeted communication to customers and prospects at scale.

Hearsay Mail is a powerful addition to Hearsay Social’s Predictive Social Suite, which will provide advisors and agents with a compliance-approved, multi-channel platform to build and deepen client relationships across social media, localized advisor websites and personalized email campaigns from a single, unified dashboard.

“Advisors say that email is their preferred method of engaging with clients between one-on-one meetings,” said Mark Tibergien, CEO of Pershing Advisor Solutions. “But to use email for marketing is time consuming and often impersonal. What’s exciting about predictive analytics from an advisor’s standpoint is that it can help scale what has been a labor intensive and sometimes irrelevant method of client engagement.”

According to a 2015 MarketingLand report, the average consumer inbox is dominated by promotional corporate emails (54 percent), followed by transactional emails (28 percent). Personal email messages – those sent from friends, family, peers and individual contacts – make up 18 percent but tend to be more meaningful to recipients. Hearsay Mail will enable busy advisors to easily send relevant, personal, compliant emails with just a few clicks.

Equally important, advisors can easily track and receive notifications when emails are opened and clicked – and leverage these insights to learn more about client preferences and follow up with timely, relevant outreach.

“While corporate email campaigns are great for promoting the overall company and brand, there is an opportunity to leverage the personalized aspect that’s essential to develop meaningful, ongoing relationships with consumers,” said Steve Garrity, co-founder and chief technology officer of Hearsay Social. “Advisors are in the field every day interacting with clients and prospects and possess that localized knowledge, but they don’t have the time or resources for personal and personalized email outreach. With Hearsay Mail, we’re combining technology, human knowledge and machine learning to empower advisors and agents to insightfully engage with more contacts, at the right time, with the right message through the right communication channel.”

“The rise of the continually connected consumer has fundamentally changed our expectations for engaging with both personal contacts and companies,” said Gregory Bailey, partner at Insure.VC. “In addition to social media, email continues to be one of the most pervasive ways people communicate today. There’s a significant opportunity for trust-driven industries like financial services to combine the efficiency provided by technology with the personal, one-to-one service from advisors that is essential to developing successful, meaningful relationships.”

Personalized, Pre-Approved Content

Hearsay Mail will allow advisors to efficiently send highly personalized communications, leveraging personal knowledge about each relationship and past interactions. At the same time, Hearsay Social’s predictive content engine will intelligently recommend pre-approved email content that is likely to be most relevant to the client, saving advisors time and increasing the likelihood that clients and prospects will open their emails.

For companies’ marketing and compliance teams, the addition of Hearsay Mail to the Predictive Social Suite will provide centralized content management, compliance supervision and reporting across social media, advisor websites and predictive email, all on a unified technology platform.

One-to-one Email at Scale

Hearsay Mail will enable advisors to quickly customize one-to-one personalized emails to their contacts at scale. Upon including relevant content from the Content Library, advisors can personalize and send each email with just a few clicks. Additionally, they can add their contacts to automated email content channels that deliver, on a regular basis, relevant content provided by their firm’s marketing team.

Robust Analytics for Advisors and Firms

Hearsay Mail will provide a single view of each contact that shows which emails were sent, opened or clicked. This data not only tells advisors how well their emails perform, but also informs the platform’s predictive insights engine so it becomes smarter about what types of content resonate with a specific contact and what to suggest for future emails.

For the firm’s marketing team, Hearsay Mail will offer content-level analytics so that they can understand what content its advisors are using, and analyze which campaigns resonate with recipients at the local level. These insights will allow corporate marketing teams to build better-informed emails for their advisors.

For more information on Hearsay Mail and how the Predictive Social Suite optimizes productivity for both advisors and firms, visit the Hearsay Mail product page and read co-founder Garrity’s blog post.

About Hearsay Social

Hearsay Social provides the Predictive Social Suite for financial advisors and insurance agents across the world’s largest financial institutions, including seven of the top 10 global financial services companies and leading firms such as New York Life, Raymond James, Vanguard and Penn Mutual. Hearsay Social powers more than 115,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+, mobile-first websites and personalized email. Advisors receive unique client insights through multi-channel signals, and the predictive Content Library makes it easy to share the right content at the right time. Built-in enterprise integration and governance powers compliance and supervision for global firms, seamlessly addressing industry regulations and enforcing policy.

Hearsay Social is a SIFMA strategic partner, LIMRA Elite Strategic partner, GAMA partner and Efma Associate Partner, and has raised $51 million from Sequoia Capital, NEA and private investors. Named a 2015 CNBC Disruptor and a 2015 Best Place to Work in the Bay Area, the company is headquartered in Silicon Valley with dedicated local presences in New York, Chicago, Atlanta, Austin, Toronto, London, Paris, Munich and Hong Kong.

Stay up to date on the latest Hearsay Social developments and news in social business and financial services by visiting the company’s blog, as well as its Facebook, Twitter, LinkedIn and Google+ pages.


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