Hearsay for Salesforce Financial Services Cloud & Marketing Cloud

Trusted Human Client Experience Partner to Financial Services

Hearsay and Salesforce have partnered to empower your advisor teams to understand and communicate with clients seamlessly, using a complete system of deep knowledge and high-touch engagement at scale.

Drive Effective Client Engagement through Automated Actions

The Hearsay Client Engagement Platform allows advisors to authentically and intelligently grow business relationships. Only Hearsay proactively guides and captures the last mile of digital communications to deliver the human client experience at scale.

Together, the Hearsay Advisor Cloud and Salesforce enables financial services companies to:

  • Modernize your social marketing and selling: Hearsay Social is optimized for distributed field teams, empowering agents and advisors to attract prospects, retain customers and grow business with easy-to-use capabilities for social media success
  • Move relationships forward with compliant texting and voice: Hearsay Relate combines texting, high quality voice calls, and workflows that scale outreach so advisors can engage clients on their preferred channel, compliantly.
  • Drive outcomes critical to your business: Hearsay’s Advisor Actions takes mobile productivity to the next level with smart triggers and turnkey financial services workflows that allow your field to thrive in an increasingly competitive landscape.

For more information about how Hearsay can help you leverage Salesforce Financial Service Cloud and Marketing Cloud, please fill out the form on the right and someone will contact you.