3 Ways Hearsay Helps with Reg BI
Learn about Hearsay’s compliance capabilities, including how we assist with Reg BI compliance efforts.
Resources
Your One-Stop-Shop for Reports, Webcasts, Infographics and More.
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Empowering Agents and Advisors to be High-Tech and Right-Touch
It’s an omnichannel, always-on world. Learn how to help your advisors and agents quickly adapt to the new, digital-first reality.
Four Digital Best Practices to Boost Productivity and Client NPS
Through insights from Hearsay customers and partners, learn four ways digital communications can increase advisor/agent productivity and keep clients happy.
Mobile Security – Protect Against Mobile Attacks in the Field
In today’s multi-device mobile landscape it is more difficult than ever to find the right balance between delivering enterprise apps securely and giving advisors the flexibility they need to get their job done compliantly.
Hearsay Relate Security eBook
Review this in-depth eBook to learn about Hearsay’s security practices for Relate text and mobile calling application, and to understand our vision for securing the future.
Biometric Security for the Hearsay Social Mobile App
Hearsay Social Mobile App now supports Biometric Security. This increases protection at the application level for your company and client data.
Connecting Corporate to Field: Addressing the Lead Follow-Up Opportunity
Watch this on-demand webinar with Corina Roy, Assistant Vice President, Field Digital at MassMutual Financial Advisors, and Jim Kerley, Chief Membership Officer, at LIMRA along with Jonathan Shafer, Director, Customer and Product Marketing at Hearsay, as they describe their successful marketing to field lead follow up process.
Proactive Digital Engagement – Making the shift from reactive to proactive
Adding digital engagement to the relationship between an agent and a policyholder has the potential to improve customer experience as well as reduce operating cost.
Data, Analytics and the Impact on the new Client Advisor Journey
The financial services industry is rapidly changing. New digital technologies – social, mobile, analytics and cloud – are creating fundamental shifts in both client and advisor attitudes, behaviors, and relationships.