New unified experience streamlines workflows, helps compliance and supervision professionals do more in less time
May 27, 2015 – San Francisco – Hearsay Social, provider of the Predictive Social Suite for financial advisors and insurance agents, today announced the launch of the new Universal Supervision experience for social media and website content, designed to make it easier and faster for financial services companies to enforce compliance policies. The new universal review system and interface are now available to all supervision and compliance users of Hearsay Social.
The Universal Supervision experience makes the process of monitoring and reviewing advisor social media and website activity more efficient by streamlining common workflows and surfacing contextual information critical to a supervisor’s day-to-day activities.
“Instead of just building tools that mimic existing workflows, we work closely with our customers to build solutions to streamline their work,” said Hearsay Social CTO and founder Steve Garrity. “The new Universal Supervision experience brings the relevant information and tools into one view so that supervision professionals are able to use their time more effectively.”
Leading from the Front
Hearsay Social worked closely with compliance and supervision users of its Compliance Solution to develop the new Universal Supervision system. The company’s engineers and product managers studied review patterns across many of the world’s leading financial services organizations to gather information on what tasks were slowing down the supervision process and what could be done to improve daily efficiency. The team also focused on enhancing the activities where users were spending the most time.
Powerful Filtering and Flexible Views
With the Universal Supervision experience, supervision professionals have new powerful filtering options. The new capabilities allow users to build custom, saved views so that every time they return to the Hearsay Social Enterprise Platform, they have the most relevant information at their fingertips to easily and effectively perform their roles. In addition, the system is intelligent enough to detect compliance and supervision users’ roles and permissions in the organization to show only those items that are relevant to them.
Universal Supervision Provides More Context
The Universal Supervision experience brings all contextual information around an individual advisor’s activities and content into a single, central dashboard so that the supervisor has a complete view on an advisor and the activity in review. For example, all static content will have a view showing what was previously approved on Hearsay Social and what change was requested by the advisor to help the supervisor make an informed decision on the current action in review.
Major Efficiency Gains
The features that are built into the Universal Supervision experience allow for visual differences in long-form content approvals. Now, instead of having to look at a whole piece of content, compliance and supervision users can quickly make a decision based on what specifically has changed. The new system also highlights content adds, edits, and deletes for easy identification.
For more information on the new Universal Supervision experience, visit the Hearsay Social blog.
About Hearsay Social
Hearsay Social provides the Predictive Social Suite for financial advisors and insurance agents across the world’s largest financial institutions, including seven 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 100,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+ and mobile-first websites. 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 Efma Associate Partner, and has raised $51 million from Sequoia Capital, NEA and private investors. Named a 2015 CNBC Disruptor and a 2015 Best Place to Work in the Bay Area, the company is headquartered in Silicon Valley with dedicated local presences in New York, Chicago, Atlanta, Austin, Toronto, London, Paris, Munich and Hong Kong.
Hearsay Social Blog: https://hearsaysocial.com/blog