Hearsay + Microsoft

Boosting Financial Advisor Production through Relationship Selling

Leverage the complementary strengths of Microsoft’s powerful suite of business applications with the Hearsay Advisor Cloud to power stronger advisor-client relationships at scale, with timely, personalized interactions across channels.

By combining Hearsay’s financial services-specific workflows and compliance capabilities with rich insights from Microsoft Dynamics 365, joint customers will benefit from:

• Easy digital communication: Send proactive, compliant 1-to-1 communications to clients and prospects directly from Microsoft Dynamics 365, based on social signals and account triggers captured by Hearsay across digital channels
• Actionable and consistent client data: Bidirectional data flow between Hearsay and Microsoft Dynamics 365
• Complete view of advisor-client engagement: Ensure Microsoft Dynamics 365 is the definitive system of record across all client interactions

For more information about how Hearsay can help you leverage Microsoft Dynamics 365 and other Microsoft solutions, please fill out the form on the right and someone will contact you.