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Hearsay Systems Expands Video Support Across New Social Platforms

Empowers advisors and agents to create and distribute at scale unique and authentic content that is customized to their practice and community

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.

“We recognize that financial firms must equip their advisors and agents with tools that allow them to truly personalize engagements to build deeper relationships with their clients and prospects,” said Alex Falls, VP of Product at Hearsay Systems.

Compliant Videos Boost Last-Mile Engagements

In 2020, 53% of Hearsay System’s global customers across all lines of business— property & casualty, life insurance, and wealth and asset management— published more than 247,000 videos on the platform. The videos were shared by agents and advisors in the U.S., Canada, France, and Spain to their customer base. With the broadened video support, agents and advisors can create an original video or video message for their Facebook or their professional LinkedIn page and upload it through the Hearsay platform. Once uploaded, the video is subject to Hearsay’s compliance and supervision workflows, which help ensure regulatory guidelines are met and risk is effectively mitigated.

According to Falls, “The most effective videos shared across the Hearsay platform tend to promote community and humanitarian efforts. Our data shows that tying content to a good cause increases the likelihood of virality and makes for the most engaging posts.”

As customers boost their use of digital communications and workflows to reach their clients and prospects amid the pandemic and beyond, compliant video publishing creates new opportunities to nurture these relationships. With expanded support for Facebook and LinkedIn video across the Hearsay Systems Platform, advisors or agents are now empowered to create and publish even more highly personalized content that resonates more powerfully with clients and prospects within their networks and communities.

“Given how active our brand and agents are in our communities, video is the perfect medium to amplify our approach and connect more deeply with our client base,” says Steven Panzella, Digital Marketing Specialist at the Knights of Columbus. “Our organization has such a unique and rich history, and video allows our teams to share our story in a powerful way that resonates with our core constituency. It’s been a game-changer for our social program, and we’re excited to explore how we can continue leveraging this medium going forward.”

To learn more about Hearsay Systems and video support, 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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