WealthManagement.com Names Hearsay Systems a Finalist for Two Industry Awards
June 19, 2019
Hearsay recognized in Technology Providers: Social Media Leadership and Technology Providers: Innovation New Applications categories
SAN FRANCISCO, CA – June 19, 2019 – Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, today announced that it is a finalist for WealthManagement.com’s prestigious 2019 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. Based on its outstanding achievements over the past year, Hearsay has been recognized in both the Technology Providers: Social Media Leadership and Technology Providers: Innovation New Applications categories.
“We are honored to be named a finalist in two categories for this year’s Industry Awards,” said Donna Prlich, Hearsay Systems Chief Business Officer and General Manager of Social. “WealthManagement.com has a rich tradition of supporting and educating wealth professionals so that advisors can provide the greatest possible value to their clients. To be acknowledged by an organization laser-focused on elevating financial professionals underscores the innovation and important work Hearsay is undertaking to transform the financial services industry.”
Now in its fifth year, WealthManagement.com’s 2019 Industry Awards will recognize new technology innovations, product categories and products that enhance advisors’ ability to move the industry forward, help advisors better run their businesses and enhance service to their clients. This year WealthManagement.com received a record number of nominations– more than 650– for its awards program.
As a finalist in the Social Media Leadership category, Hearsay Social makes it simple for advisors to subscribe and automate social marketing activities so that they can spend more time one-on-one with clients and prospects. Hearsay Campaigns posts fresh, relevant content on the advisor’s behalf so that even the busiest representatives can be social leaders. It effectively increases social activity and engagement while reducing the impact on compliance and supervision teams. Additionally, Hearsay Campaigns offers corporate marketers increased distribution for their best content, ensures brand consistency across the field and provides ROI measurement of their social selling programs.
In the Innovation New Applications category, Hearsay Relate was recognized. Relate is a game-changing communications application that helps regulated financial services firms modernize the way in which their advisors communicate with clients, increasing personalized touch points across the digital channels that clients prefer. Its artificial intelligence capabilities give advisors the ability to delegate administrative tasks and simplify common, industry-specific workflows. This includes generating predictive, one-touch “quick replies” to texts and pre-scheduling texts for things like annual reviews, meeting confirmations, billing reminders, bond maturation and more.
A panel of independent judges made up of top names in the industry will determine the WealthManagement.com 2019 Industry Award winners who will be announced at a special event in New York City on September 12, 2019.
About Hearsay Systems
Hearsay Systems is reinventing the client experience in wealth management, property and casualty and life insurance with compliant digital communications and workflow solutions. Over 150,000 advisors and agents at the world’s largest financial services and insurance firms leverage Hearsay to engage with customers and build stronger relationships to grow their business.
With Hearsay Cloud for financial services, advisors and agents provide real-time, personalized and seamless client experiences across the right channel – social, texting and mobile – at the right moment. Automated, pre-built industry workflows for insurance and wealth management provide one-click actionable suggestions for targeted engagement. Built for the enterprise, Hearsay Systems connects data and every client interaction to corporate CRM systems and digital marketing programs – all on a secure, compliant enterprise-ready platform.
For Editorial Contact:
Carmen Mantalas for Hearsay Systems