Wealth Management

Modernize the advisor-client relationship.

Why Wealth Management Companies Choose Hearsay Advisor Cloud

The invaluable relationship between advisor and client is being disrupted by digital, social and mobile innovation. Hearsay understands the importance of this relationship and helps modernize advisor-client engagement with Hearsay Advisor Cloud, the complete client engagement platform. Hearsay Advisor Cloud enables efficient and compliant client engagement across digital channels including social networks, text messaging, websites and email, empowering wealth advisors to effectively use digital to build stronger relationships that grow business.

  • Build stronger relationships and increase AUM
  • Seamless advisor-client communication across social and mobile channels
  • Measure and analyze advisor activity across channels
  • 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 advisor digital activity
  • Break down data silos, integrating client data from across the organization

Wealth Management

“Social media is no longer an option and advisors either have to get off the fence or risk breaking under the weight of their own inertia and missed opportunities.”

Tash Elwyn, Raymond James & Associates

Wealth Management

“Our advisors who’ve adopted social are seeing success because suddenly they’re showing up in search returns when prospects search Google. Being on LinkedIn and Twitter has helped boost their SEO. But it’s more than that — they’re starting a conversation and it makes them more relatable, which then impacts their business for the better.”

Rachael Dickhute, VP of Social Media, City National Bank

Wealth Management Customers Who Use Hearsay