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.
Hearsay + Salesforce Drives Client Engagement
Salesforce’s contextual client profiles allow instant access to the information advisors need to deliver personalized advice that earns lasting loyalty. But that context is only valuable when you have a complete picture of client activities. Hearsay integrates with Salesforce Financial Services Cloud, as well as Salesforce Sales Cloud, to continuously and seamlessly capture all your advisors’ client engagements in a single, complete system of record.
Together, the Hearsay Advisor Cloud and Salesforce Financial Services Cloud enable financial services companies to:
For more information about how Hearsay can help you leverage Salesforce FSC or Sales Cloud, please fill out the form on the right and someone will contact you.