Asset Management & Institutional

Modernize your sales team.

Why Asset Management & Institutional Firms Choose Hearsay Advisor Cloud

Today it’s harder than ever to reach a new generation of advisors and their clients. New technology has transformed the way wholesalers and asset managers can efficiently get in front of advisors and do business. Hearsay gives wholesalers the ability to modernize how they manage relationships with advisors and their clients with Hearsay Advisor Cloud, the complete client engagement platform. Hearsay Advisor Cloud enables efficient and compliant engagement for wholesalers and asset managers across digital channels, including social networks, text messaging, websites and email. Its prescriptive technology processes and prioritizes data across channels and systems so they can effectively use digital to build stronger relationships that grow business.

  • Stay top of mind with advisors across digital channels and grow business
  • Build strong relationships and keep in touch with more people at scale
  • Seamless communication across social and mobile channels
  • Measure and analyze activity across channels to create efficiencies
  • Accelerate productivity with actionable to-do lists
  • Use content library to distribute pre-approved material
  • Supervise, capture and retain activity to address FINRA, SEC and other regulatory requirements
  • Efficient supervision with a universal view of wholesaler and asset manager digital activity
  • Break down data silos, integrating client data from across the organization

Asset Management & Institutional

“We’ve seen a tremendous increase in our candidate pool because we’re now announcing new hires and sharing jobs on LinkedIn in a compliant way. Before, we could share a job but we couldn’t announce it. Brand exposure is a huge thing for us and, using Hearsay, our sales team is optimizing their profiles and presenting a professional brandface.”

Julie Hesson, Social Media Marketing Manager, T. Rowe Price

Asset Management & Institutional

“More and more financial advisors are using social media to engage current clients, connect with prospects and grow their practices. We want to be right there — where those conversations are happening — with information, ideas and multiple product solutions that help advisors address their clients’ needs.”

Christine Tucker, VP of Marketing, Retirement Solutions Division, Pacific Life

Asset Management & Institutional Customers Who Use Hearsay