Financial advisors are transitioning to a different Web-based marketing and compliance tool over the next month or so, the broker-dealer says
Raymond James (RJF) said Thursday that has formed a partnership with Hearsay Social for financial advisors who want to build more customer relationships and grow their businesses through social media. The broker-dealer says its previously used another technology vendor and is transitioning its reps to the new platform over the next few weeks.
“Hearsay Social’s platform not only helps keep them compliant, but will help advisors take advantage of many of the communication and relationship-building features that are unique to social media platforms,” said Mike White, chief marketing officer at Raymond James, in a press release. “The ability to utilize this platform on mobile devices and non-work computers is an additional benefit.”