Modernize the advisor-client experience


Social media is transforming the business world, creating unprecedented levels of communication and interaction between businesses and their customers. Our flagship application, Hearsay Social is the leading social media application for financial services and insurance firms, helping advisors harness the power of social media to grow their business. Over 150,000 financial professionals use Hearsay Social, a part of the Hearsay 360 solution, to efficiently and compliantly engage with clients and prospects across Facebook, LinkedIn and Twitter.

Our enterprise-ready solution alerts advisors when their clients or prospects share money-in-motion life events and makes it easy for advisors to share engaging content that speaks to their audiences, all while remaining compliant with industry regulations and company policy.

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Discover new opportunities and respond with the right message

With billions of messages shared every day on social media, it can be a struggle to cut through the noise and find the posts that matter to your business. Hearsay Social uses natural language processing to identify important life events happening within an advisor’s social networks, then alerts the advisor to the new opportunity so they don’t have to waste valuable time scrolling through noisy social feeds.

Easy, scalable content marketing

Content marketing is a powerful way to reach audiences with your brand messages and thought leadership. Scale your marketing efforts and expand the reach of your marketing campaigns with the Hearsay Social Content Library. Your marketing team can easily populate the Content Library with approved content, allowing for easy, targeted distribution to advisors and agents based on their role and region.

Actionable analytics and a prescriptive to-do list

Gain real insights to help you iterate and refine your social media efforts. Hearsay Social provides intuitive analytics and a metrics dashboard that helps both advisors and marketing teams understand the results of their social media efforts. These insights help you onboard new advisors and scale your team faster and more efficiently.

One solution for your social media

Hearsay Social provides a unified place for advisors to engage with clients across social networks including Facebook, LinkedIn, Twitter and Google+. In addition to posting content, receiving signals and reviewing metrics, Hearsay 360’s actionable to-do list tells advisors exactly which digital actions they should take next to grow business.

Hearsay Social

“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

Hearsay Social

“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

Hearsay Social

“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

Hearsay Social

“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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