Efficiency and innovation are the name of the game here in the Silicon Valley, and our Triggered Actions team at Hearsay is staying ahead of this trend for the financial services industry.
In a highly regulated space like financial services, it makes sense that there’s still confusion surrounding the legal obligations for firms engaging in one-to-one client texting. Many firms err on…
When Jill Kiernan recently joined Hearsay’s Client Services organization from a large life insurance company, I knew I had to feature her story.
I recently realized that it’s been a while since we introduced you to someone from Hearsay.
On June 5, 2019 the Securities and Exchange Commission (“SEC”) voted to enhance the regulatory framework standard of conduct for broker-dealers (or “firms”) and provide an interpretation of th…
Each month we put the spotlight on a customer who’s fully embraced digital transformation.
Data and analytics — the secret sauce in a 360 degree customer view The financial services industry is racing to deliver amazing customer experiences.