Modernize the advisor-client experience

HEARSAY MAIL

As a core component of Hearsay Advisor Cloud, Hearsay Mail makes it easy for advisors to efficiently engage with clients through automated, personalized emails. Predictive content recommendations and the ability to integrate client engagement across channels help advisors build stronger relationships that grow business. The email solution includes a library of approved content, predictive content matching and campaign subscriptions, so advisors can easily use email to stay top of mind with customers.

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“What makes the partnership great is how easy, simple and efficient Hearsay makes digital marketing for the field.”

Quinn Gorski, Digital Marketing Specialist

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“Touch points between advisors and clients are perhaps the most important pillar of the client experience yet often overlooked…To succeed, marketing, sales, and IT need to become best friends.”

Kristin Lemkau, CMO, JP Morgan Chase

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“It’s great to work with a group that really understands the needs of the industry. Everything Hearsay does allows us to enable our agents holistically, whether that’s on social media or through agent websites.”

Katie Piretti, Director, Digital Development

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“Digital channels have become critical in engaging with our customers and prospects. To make it easy for Aviva Agents, we provide a single platform (powered by Hearsay) that allows agents to interact over two key channels – their website and the different social networks. Since implementing the Hearsay platform, we have seen an increase in the volume of commercial leads by more than 50%.”

Isabelle Moins, CMA, Aviva France

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“Hearsay is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process.”

Caroline Feeney, President, Prudential Advisors

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“Attestation was the deciding factor in moving with Hearsay Messages.”

Birdia Chambers, Head of Social and Digital Strategy

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“It was really a no-brainer for us. We’ve had so much success with social media using Hearsay. We were happy to move forward and finally have a solution that meets our business needs.”

Birdia Chambers, Head of Social and Digital Strategy

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“We didn’t realize how hard it was for agents to advertise on Facebook until we had this solution from Hearsay. This program has allowed us to efficiently generate traffic and awareness for agents, at very low cost.”

Christy Morgan, Social Media Specialist, American National

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“The Hearsay dashboard to manage content on your website is very easy to use. Financial representatives like that you can update your site with one click of the mouse from the same content library they’ve been using all along. The familiarity with Advisor Social made the adoption and integration of Advisor Sites seamless and easy.”

Leah White, Marketing Manager, Modern Woodmen of America

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“We’re seeing a surprising amount of sales. The cohort we tested was up 22% in new customer acquisition over their control group.”

Knut Olson, former Senior Vice President, Mission Advancement, Thrivent Financial

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“Advisors are telling us that they love their new [Hearsay] sites because they finally have an online presence that is findable, modern, and something they can be proud of.”

Quinn Gorski, Digital Marketing, Thrivent Financial

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“In addition to social media, email continues to be one of the most pervasive ways people communicate today. There’s a significant opportunity for trust-driven industries like financial services to combine the efficiency provided by technology with the personal, one-to-one service from advisors that is essential to developing successful, meaningful relationships.”

Gregory Bailey, Co-Founder & CEO at Denim

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“Our intent is to win in our own backyard, and our agents do this by being thought leaders in their local communities and emphasizing a relationship-first approach with their clients. With more and more people turning to the Web, social media is a natural extension for agents to deepen relationships, attract prospects, and build business. We needed a technology partner that delivers both industry best practices and has a robust compliance component, and Hearsay was the clear choice.”

David Hurt, Senior Vice President of Marketing at Southern Farm Bureau Life Insurance Company.

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“Networking is at the heart of our agents’ business, so we want to empower them to make social business an increasingly core part of their practice. That’s why New York Life partnered with Hearsay to help our agents deepen relationships with their clients, increase their productivity, and grow their business.”

Liz McCarthy, Senior Vice President, Agency Communications, New York Life

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“I have really enjoyed the flexibility and ease of use of the Hearsay platform. We use both the compliance-approved content as well as our own original posts. The simplicity of posting to all our social networks, monitoring the engagement, and having the ability to respond to it has been great.”

Amanda Piper, Financial Advisor, Wagner-Lee, LLC

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“I am quite impressed with Hearsay. In no time at all, my team is able to schedule content campaigns in advance, making our social media presence relevant and current. This will be a very valuable tool for my business.”

Brett A. Calder, a multiple line general agent, American National

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“Hearsay helps me do my job faster. It’s one of the most efficient tools we use. It not only helps internal employees, but it streamlines the sales process for how the field reaches out to customers.”

Rachael Dickhute, VP of Social Media, City National Bank

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“In order to deliver a seamless and integrated client experience, financial firms must continue to find ways to use the latest technologies to enhance relationships.”

John Taft, CEO of RBC Wealth Management U.S.

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“No other offering in the industry provides the same level of content publishing and compliance in one robust social business platform.”

Ruth Papazian, Former CMO, HD Vest Financial Services

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“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

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“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

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“We selected Hearsay to bring our selling process and our distributed sales force into the social era.”

Mike Jensen, Chief Marketing Officer, Academy Mortgage

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“Mortgage is all about relationships. By connecting online, there’s a natural conversation starter when a home mortgage consultant stops by a real estate agent’s office. They already know what’s going on in their personal life, so it just feels like a continuation of the conversation.”

Jill Skinner, VP of Digital Marketing, Wells Fargo Home Mortgage

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“At RPM Mortgage, we understand that in order for our loan advisors to build successful businesses, they need to be present and available wherever their clients are and that includes social media.”

Julian Hebron, Executive Vice President of Sales and Marketing, RPM Mortgage

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“We needed a technology partner that delivers both industry best practices and has a robust compliance component, and Hearsay was the clear choice.”

David Hurt, Senior Vice President of Marketing, Southern Farm Bureau Life Insurance Company

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“Social media works in combination with the agents, making them more powerful. We also use Hearsay Social to generate leads and keep them in touch with clients around the world.”

Donald Guloien, President and CEO, Manulife

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“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

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“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

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“We have 4,600 advisors, this is a very important movement in our company, and Hearsay is the key partner.”

Ruth Papazian, former Chief Marketing Officer, HD Vest

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“Today and over the next several years, digital technologies will become an increasingly important driving force for our thousands of agents around the world. Our global relationship with Hearsay allows us to empower our agents to excel on social networks and connect with customers.”

Monika Schulze, Global Head of Brand Marketing of Zurich Insurance Group

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“Before Hearsay, our compliance team would spend weeks at a time working with reps to update and edit content. With the Hearsay platform compliance has become streamlined and content issues are resolved within minutes.”

Fanette Singer, Senior Vice President of Marketing, COUNTRY Financial

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“We went from a compliance-driven world to a marketing-driven world with a compliance component. It’s really allowed us to use social media and now we’re stepping into Advisor Sites.”

Leah White, Marketing Manager, Modern Woodmen of America

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“With Hearsay, our local agents and marketing team are building more and stronger relationships with our members. Hearsay is the hub for digital activity across our organization, making it easy for us to operate efficiently, enable social selling and meet compliance requirements.”

Chris Cotton, Marketing Director, Nationwide Insurance.

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“New York Life partnered with Hearsay to help our agents deepen relationships with their clients, increase their productivity, and grow their business.”

Liz McCarthy, Senior Vice President, Agency Communications, New York Life

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“Our financial representatives and compliance teams alike love that the Hearsay enterprise platform is specifically built for our industry to help our advisors and our members connect and engage across all forms of communications in today’s digital era.”

Knut Olson, former Senior Vice President, Mission Advancement, Thrivent Financial

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“To succeed in the social, mobile and digital age, not only do firms have to be omnichannel, they must empower every one of their advisors to also become omnichannel with individual websites, social media profiles, advisor-driven marketing and text messaging.”

Scott Ham, former President & CEO of Transamerica Life and Protection

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“The industry needs to adapt how it engages consumers in today’s digital age. Companies that succeed will be able to help advisors leverage technology that enables them to meet clients where they are — whether that’s on social media, online, email or text, or any combination of these.”

 

Caroline Feeney, President, Prudential Advisors, Prudential Financial

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“62% of my business my first year came from Facebook. Anyone who wants to build a business on Facebook has to work with Hearsay Social.”

James Peregrino, Farmers Insurance Championship Agent

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“62% of my business my first year came from Facebook. Anyone who wants to build a business on Facebook has to work with Hearsay Social.”

James Peregrino, Farmers Insurance Championship Agent

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“62% of my business my first year came from Facebook. Anyone who wants to build a business on Facebook has to work with Hearsay Social.”

James Peregrino, Farmers Insurance Championship Agent

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“62% of my business my first year came from Facebook. Anyone who wants to build a business on Facebook has to work with Hearsay Social.”

James Peregrino, Farmers Insurance Championship Agent

Personalized Emails for Higher Open Rates

Hearsay Mail enables advisors to send emails that look and feel like personal, one-to-one messages, so that customers are more likely to read them. With predictive content matching and an efficient send process, advisors can quickly send personalized emails to lists of contacts in a faster and more organized way than ever before. Our email solution takes the monotony out of composing individual messages through standard email software, making it simple to send great email.

Actionable Analytics Identify Content That Works

Hearsay Mail provides valuable email and content analytics to both advisors and marketing teams. Unlike generic open rates and click-through analytics provided by most email solutions, advisors get a complete view of each individual contact. Hearsay Advisor Cloud displays the emails a contact has received, what they’ve clicked and what campaigns they are subscribed to.

Prescriptive To-Do List Connects Email Content to Action

Regular touch points with clients increases retention and upsell, but identifying the right time to reach out can be time-consuming. Hearsay Advisor Cloud analyzes engagement across channels to identify the best leads or most appropriate time for advisors to reach out. The actionable to-do list suggests email content, so with a few clicks, advisors can send the right message to the right person at the right time.

Distribute Pre-Approved Marketing Content

With Hearsay Advisor Cloud, corporate marketing teams can distribute pre-approved emails to the field. Hearsay Mail also enables marketing teams to create email subscription campaigns based on specific themes and interests, so advisors can subscribe contacts to email campaigns with just a few clicks.

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