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Hearsay Systems Appoints Financial Services Industry Veteran Matt Newman as Chief Customer Officer

Company continues to elevate the customer experience, guiding leading financial services organizations into the future with modern, compliant last-mile digital communications solutions

SAN FRANCISCO–(BUSINESS WIRE)–Hearsay Systems, the trusted leader in compliant digital communications that deliver an authentic, human-client experience for the financial services industry, today announced it has expanded Facebook and LinkedIn video support for its Hearsay Social digital communications platform. Backed by Hearsay’s compliance and supervision capabilities, leading financial services firms can now confidently empower their teams to leverage video more effectively on social media.

“I look forward to the opportunity to lead our teams, as they continue innovating and delivering best-in-class service to our customers and partners during this dynamic time,” said Matt Newman, Hearsay Chief Customer Officer.

“The financial services industry has entered a period of rapid change, and balancing human and digital engagement in the customer experience has never been so important, especially as compliance guidelines evolve,” said Mike Boese, CEO of Hearsay Systems. “Matt has a stellar reputation for working with clients, recognizing and effectively addressing their needs. With his deep understanding of the financial services industry, he’s also intimately familiar with the opportunities and challenges these companies will face as we transition back to normalcy. We couldn’t be more delighted that Matt has joined our team.”

Newman brings more than 25 years of client service to Hearsay. Prior to Hearsay, Matt was part of the leadership team at ISS, growing the company from its spinoff from MSCI in 2014 to its $2.2 billion sale to Deutsche Böerse in 2021. ISS has been recognized as the market leading financial technology and research organization for the investment industry. During his 17-year tenure at ISS, Newman led product, customer success and global sales teams, and was instrumental in leading efforts to land and expand many of ISS’ top clients, which include many of the world’s leading institutional investors.

Before joining ISS, Newman served as Executive Director, Head of New England, Canadian, AsiaPac Institutional Sales for ISS’ parent company, MSCI Inc. He has also served as Regional Head of Governance Client Success at RiskMetrics Group, in addition to his work as a founding partner of Castle Point Systems.

“Advisor and agent relationships with clients are built on education and trust,” said Newman. “As we grow more location-agnostic, driving these relationships through digital channels has become paramount. Hearsay is leading the charge with its industry leading product suite and ongoing investment in R&D. I look forward to the opportunity to lead our teams, as they continue innovating and delivering best-in-class service to our customers and partners during this dynamic time.”

To learn more about Hearsay Systems and how its industry-leading technology strengthens agent- and advisor-client relationships in a compliant way, please visit

About Hearsay Systems

Hearsay Systems is reinventing the advisor-client experience in wealth management, property and casualty, and life insurance. The Hearsay Client Engagement Platform allows advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. Only Hearsay delivers the human-client experience at scale.

Over 170,000 advisors and agents at the world’s largest financial services firms leverage Hearsay to scale their reach, optimize sales engagements, and deliver exceptional client service that builds stronger relationships and grows their business. Built for the enterprise, Hearsay guides field organizations to deliver a consistent and compliant experience to each and every client to ensure all advisors and agents perform like your best.

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

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