Increase Client Acquisition & Retention with Local Email Marketing

Help your advisors grow business through email marketing. Hearsay Mail provides personalized, engaging email templates and campaigns that turn leads into clients.

Increase client acquisition

Improve advisor recruiting & retention

Increase client retention

Reduce risk and drive supervision efficiency

Launch a local email marketing program that delivers value

Hearsay Mail makes it easy for advisors to capitalize on one of the most fundamental digital marketing channels. With open, click and response rates well above the industry average, your advisors increase client acquisition and retention — while saving countless hours on email outreach.

  • Accelerate prospecting with personalized email templates Advisors shouldn’t have to write the same email over and over. Speed up prospecting with advisor or marketing team generated templates, automatically personalized for each recipient.
  • Automatically nurture leads with email campaignsAdvisors easily subscribe clients and prospects to pre-built, automated email campaigns from Hearsay’s web or mobile app.
  • Increase conversion rates with email signals Advisors are notified when a recipient engages with their email, making it easy to follow-up with the right person at the right time.
  • Streamline compliance & supervision Hearsay’s Universal Supervision dashboard accelerates compliance with both regulatory and firm requirements, helping you launch your email program quickly and safely.

“We’ve had a relationship with Hearsay for about three years using their social product and … we just are really excited this past summer we extended our relationship with Hearsay and we’re using not only continuing to use the social product but we’re using email campaigns, websites and we’ve tied that into our digital platform with Salesforce.”

Steve Abramo
Head of Enterprise CRM at New York Life

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Get started quickly with Hearsay Content

Hearsay Content provides email templates and automated campaigns that make it easy to launch your advisor email marketing program. Combine this with your brand content and advisor’s original content for an engaging, high-value content strategy.

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Segment each advisor’s book of business with contact lists

Contact lists make it easy for advisors to send the right email to the right clients or prospects. These lists can be automatically synced with your firm’s CRM to align advisor email marketing programs with your firm’s marketing, distribution and client experience objectives.

Maximize ROI by syncing advisor contacts with CRM

Don’t let clients and prospects leave your firm when their advisor gets a new job. Send advisor leads to CRM for corporate remarketing campaigns. This is an extremely cost effective way to increase conversion rates, cross-sell, and more.

Efficient email marketing compliance, at scale

Simplify compliance and supervision across advisor email marketing with pre-approval workflows, real-time alerts, supervision and approval trails, and infraction resolution – all from the Universal Supervision dashboard. Hearsay provides robust compliance functionality for regulated companies, including FINRA, SEC, IIROC, FCA, MiFID II, and CASL-regulated firms.

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Easily expand beyond email marketing

Built on the Hearsay platform, Hearsay Mail allows you to quickly add digital sales channels – critical to advisors’ success – in one easy-to-use application. Make it simple for advisors to attract prospects and engage clients across social media, websites, text, voice and email.

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Want to Learn More About Hearsay Mail?

We work exclusively with the financial services industry. If that’s you, let’s talk about how we can help your advisors grow business with email marketing.

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