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Hearsay Social expands Predictive Omnichannel Suite for financial advisors to engage clients [UK]

Single, unified platform enables advisors to lift productivity, grow business via social media, websites, email, text messaging

Mail Photo2_logo (1)London – 25 November, 2015 – Hearsay Social®, provider of the Predictive Omnichannel Suite™ (#omnichanneladvisor) for financial advisors and insurance agents, today announced an integrated, multi-channel technology suite purpose-built for the financial services industry that enables advisors to efficiently establish and deepen client relationships.

With the addition of the new Hearsay Mail™ email solution and new Hearsay Messages™ text messaging product to the Hearsay Social enterprise platform, advisors will be able to easily engage with customers across social media, advisor websites and now personalised email and text messaging, and leverage client insights across all channels. With the Predictive Omnichannel Suite, advisors can efficiently build and deepen one-to-one relationships with customers and prospects, and ultimately grow their business – all while remaining compliant with company policy and the recent regulations from the Financial Conduct Authority.

“Today’s firms and advisors must adapt to serving an increasingly omnichannel customer while addressing the productivity pressure from robo-advice options, direct-to-consumer sites and regulatory change,” said Clara Shih, Hearsay Social CEO and founder. “At Hearsay Social, we have made it our mission to help firms and advisors make the transition to omnichannel. In less than a year, our platform will have grown from a single social business application to a full Predictive Omnichannel Suite with four powerful solutions: Hearsay Social, Hearsay Sites, Hearsay Mail and Hearsay Messages.”

Consumers demand personalised, omnichannel experience 

According to Forrester Research, “European online adults who have insurance policies spend, on average, just over 13 hours a week actively online, and many are comfortable and adept at managing their financial lives across digital touchpoints.”*

Hearsay Social’s suite of applications allows advisors to reach and interact with clients and prospective clients build and deepen relationships across multiple digital channels. In addition, the suite’s Predictive Content Library recommends pre-approved, compliant content based on client interests and interactions for advisors to share on social media, their own mobile-optimised websites and via one-to-one emails, making it easy for them to offer the personalised, omnichannel experience their customers and prospects demand.

Hearsay Mail: One-to-one personalised email at scale

The new Hearsay Mail application will enable advisors to quickly customise and send one-to-one personalised emails to their contacts with just a few clicks. 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 recipient. Hearsay Mail also will provide a single view of each contact that shows which emails were sent, opened or clicked, and inform what content to suggest for future emails.

The result: Hearsay Mail will save advisors time, increase the likelihood that their emails will be opened, and provide corporate marketing teams the insights on what content is resonating at the local level so they can build more effective campaigns for their advisors.

Hearsay Messages: Text messaging solution for improved client engagement

Considering 90 percent of text messages are read within three minutes of delivery, texting represents one of the most powerful communication channels today. The new Hearsay Messages application will enable advisors to exchange texts, set appointments and send reminder messages to their contacts using the same highly configurable compliance functionality as the rest of the Predictive Omnichannel Suite. Additionally, corporate compliance teams will be able to supervise and prevent potentially inappropriate texts between advisors and customers.

More information

For more information on today’s announcement:

About Hearsay Social

Hearsay Social provides the Predictive Omnichannel 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, personalised email and text messages. 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 and GAMA 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.

* Trends 2015: European Digital Insurance, Forrester Research, Inc., March 16, 2015

Hearsay Social and the Hearsay Social logo are trademarks or registered trademarks of Hearsay Social, Inc. or its subsidiaries worldwide. © 2015 Hearsay Social, Inc. All rights reserved. All other trademarks are the property of their respective owners.

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