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Wealth Management

Wealth Management

Modernize the advisor-client relationship.

Why Wealth Management Companies Choose Hearsay

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 Client Engagement Platform, the complete client engagement platform. Hearsay Client Engagement Platform 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

Hearsay Client Engagement Platform has aligned marketing, sales, and IT to maximize field productivity and client loyalty.

2020 Financial Services Social Media Content Study

Discover the learnings from Hearsay’s analysis of anonymized data from 173,000 advisors, and uncover ways to optimize your social content strategy.

Beyond COVID – Transforming Client Engagement and Social Selling

Crises like COVID-19 accelerate the need for human touch at digital scale. While the crisis is temporary, the changes to behaviour and digital acceleration we’re experiencing as a result – more remote work, an expansion of digital communications, upgrades in digital processes and tools – are not.

Hearsay Virtual Event Toolkit

From webinars to live social media sessions, coffee hours to “appy” hours and more, virtual events are a great way for advisors and agents to build their brand and build trust. Here’s a whole list of ideas for you to build out for your field.