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New Tech Tool Tracks Clients on Web, Social Media

Advisors have a new tool for tracking and analyzing clients’ online behavior that could help them provide better service and alert them to business opportunities.

Hearsay Social, a San Francisco-based tech firm that caters to the financial-services industry, yesterday introduced the Predictive Social Suite, an electronic dashboard that reports social-media traffic and visits to other sites that advisors want to monitor.

The suite is designed as a central hub for managing an advisor’s Web, social and mobile interactions with clients, Clara Shih, Hearsay’s CEO, tells FA-IQ. In 10 minutes or less, she says, a busy advisor can use the software to create from scratch a smart website that’s tied into most digital-communication channels. “The idea is to give advisors real-time notifications of website and social-media activities without requiring them to become brand-marketing experts with sophisticated knowledge of advanced analytics technology.”

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