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Hearsay Social Secures Patent for Single Sign-on Integration Technology

Leading financial services technology company secures third patent for unique enterprise social media management functionality

SAN FRANCISCO – July 8, 2016 – Hearsay Social®, provider of the Predictive Omnichannel Suite for financial advisors and insurance agents, today announced it has obtained a patent granted by the United States Patent and Trademark Office (USPTO) for one-of-a-kind technology supporting its social media management platform.

The patented functionality (U.S. Patent No. 9,311,679) enables the Hearsay Social enterprise social media management platform to integrate with social networks – including Facebook, LinkedIn and Twitter – and allows users to log in to these networks via unique single sign-on (SSO) technology. This functionality is a necessity for the global firms that use Hearsay Social, making it simple for their financial advisors and insurance agents to seamlessly and compliantly access social media for business.

“Hearsay Social is dedicated to delivering technology innovations to our customers so that their advisors can easily engage with clients and stay relevant in a rapidly evolving digital world,” said Robert MacCloy, director of engineering at Hearsay Social. “With our newly patented single sign-on integration, we’re the undisputed leading solution for advisors and agents to seamlessly access social networks, which has become mission-critical for business.”

Currently, eight of the world’s top 10 financial services firms and more than 150,000 financial advisors and insurance agents use Hearsay Social to efficiently, holistically and compliantly deepen relationships with clients and prospects on digital channels, including social media.

This is the third issued patent for the company. Two previously issued patents, U.S. Patent No. 9,070,110 and U.S. Patent No. 8,914,454, pertain to “identification of unknown social media assets” and “verification of social media data,” respectively.

For more information, visit the Hearsay Social blog.

About Hearsay Social

Hearsay Social provides the Predictive Omnichannel Suite for financial professionals across the world’s largest financial institutions, including eight 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 150,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+, mobile-first websites, personalized 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, GAMA partner and MBA associate member, and has raised $51 million from Sequoia Capital, NEA and private investors. Named a 2015 CNBC Disruptor and a 2016 Best Place to Work in the Bay Area, the company is headquartered in Silicon Valley with dedicated local presences in New York, Seattle, Chicago, Atlanta, Austin, Toronto, London, Paris, Frankfurt 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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