Skip to content

Sample Blocks

Slideshow

In the fall of 2000, Clara Shih and Steve Garrity met as freshmen in the Stanford Computer Science Department. Over the next four years, they built a strong friendship and mutual respect that would later become the foundation for Hearsay.

Clara joined Google and later Salesforce, helping create the first generation of web applications. Steve went on to work at Fortify and later Microsoft, where he helped create Windows Mobile and Azure, honing his background in mobile, cloud and enterprise scale, security and reliability.

Static Hero

Technology should strengthen human relationships, not replace them.

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.

Call Out & Feature Resource

Visit the Resource Center

Download White Paper, Infographics, Industry Reports and More…
Sample Event

Event Listing Block

Logo Block

Solutions Block

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum

Post 3

Featured Article Block

First Name Last Name
Read More

Stakeholders Block

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Post 3 >

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Post 10 >

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Post 9 >

Two Column + CTA Block

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit

    Lorem ipsum dolor sit amet, consectetur adipiscing elit

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit

    Lorem ipsum dolor sit amet, consectetur adipiscing elit

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit

    Lorem ipsum dolor sit amet, consectetur adipiscing elit

Article Cards Block

Framed Text Block

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

  • Dolor
  • Ipsum
  • Lorem

Columns (Paragraph Block + Framed Text Block)

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

  • Dolor
  • Lorem
  • Ipsum

Text + Image Block

Default Icon

Lorem Ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Click Here

Leadership Team Block

Michael Boese Chief Executive Officer

Michael Boese is CEO of Hearsay Systems. He has 25 years of software leadership experience with high performing software companies. Most recently, he was co-founder and CEO of Plantt, a SaaS enabled garden goods marketplace that was purchased by Monrovia. Prior to Plantt, Boese was the CEO of Certent, a fintech SaaS company where he oversaw 5x revenue growth, significant margin expansion and the implementation of multiple process improvement initiatives over a six-year period. Boese has also held various senior leadership roles at Taleo, SAP, PeopleSoft, and Oracle. He has also been a board advisor and consultant to several software companies.

Boese holds a B.S. in Mechanical Engineering from The University of Washington and an MBA from Duke University, where he was a Fuqua Scholar.

Chris Andrew

Chris Andrew Chief Product Officer

Chris Andrew oversees Hearsay’s Product, Engineering and Design for Hearsay and is General Manager of Hearsay Relate. Chris was employee #1 at Hearsay, where he began as its first Customer Success Manager and has played a variety of roles in product management, solutions consulting, and as the former Head of Hearsay Europe.

Prior to Hearsay, Chris worked in product management at Intuit. He holds a Bachelor’s Degree in Economics from Grove City College, where he was captain of the track & field team. In his spare time, he is a gourmet pizza chef who trained in Naples, Italy.

Robert Maccloy Headshot

Robert MacCloy Chief Technology Officer

Robert MacCloy oversees Hearsay’s software engineering, data, and infrastructure teams. He was one of the company’s first employees and has played a pivotal role in the company’s product, technology, and strategic direction. Under Robert’s leadership, Hearsay’s technology and product teams have pioneered a model for “agile enterprise” development – balancing agile continuous delivery with the enterprise needs and expectations of the world’s largest banks and insurance firms.

Previously, Robert worked as a software engineer at Quantcast and AdBrite. Outside of work, Robert loves nerding out on decentralized decision-making, data, and continually better ways to #GSD.

Leslie Leach Headshot

Leslie Leach Vice President of Marketing

Leslie Leach leads Hearsay’s marketing strategy and execution. She has more than two decades of experience in consumer and B2B marketing, starting her marketing career as a Brand Manager at The Clorox Company. More recently, she served as Vice President of Marketing for ZapLabs, the innovation lab for Realogy RLGY (NYSE) and Senior Vice President and Chief Marketing Officer at Certent, a fintech SaaS company, where she grew the business from $11 million to $40 million in revenue over four years.

Leach holds a B.A. in Economics from The University of Pennsylvania and an MBA from the UCLA Anderson School of Management, where she was named an Edward W. Carter Fellow. In her spare time, she enjoys cheering on her two teenage boys, travelling, and the outdoors.

Pradeep Ananth Headshot

Pradeep Ananth Vice President, Client Services

Pradeep is responsible for leading Hearsay’s Professional Services, Training & Education and Technical Support organizations . He has over two decades of experience working with large, global enterprise clients helping design, deploy and maximize the value of their customer experience related investments through a variety of services.

Prior to Hearsay, Pradeep has worked at some of the world’s leading agencies and consultancies including Deloitte Consulting and Razorfish where he has built and managed practices around digital transformation and customer experience management for customers such as Wells Fargo, Ally Bank, Cigna Health, Salesforce, Intel etc. while partnering with leading platforms like Adobe, Salesforce and Amazon Web Services.

He holds a Masters in Information Systems Management from Carnegie Mellon and a Bachelors in Electrical and Computer Engineering from PSG College of Technology, India. Pradeep lives in San Francisco with his wife and two kinder-age boys…Any spare time outside of heavy-duty parenting is usually consumed by books, movies, music that help make sense of the human condition.

Tom Westhoff Headshot

Tom Westhoff Vice President, Sales

Tom Westhoff leads the sales, solutions consulting, and sales operations teams that position Hearsay’s acclaimed software and services to premier financial services and insurance firms. Having built his career in financial services field distribution and leadership prior to joining Hearsay, Tom brings domain knowledge at the intersection of insurance, wealth management, and digital, and serves as the key executive sponsor for Hearsay’s most strategic client relationships. As an early employee of Hearsay, Tom has played a critical role in the company’s strategy and direction from the beginning.

Previously, Tom served a variety of leadership roles at Insurity (a LexisNexis company) as well as Insuresoft and NIIT Technologies. Tom earned his B.S. in finance from the University of Wisconsin-La Crosse, where he played on the men’s basketball team. These days, Tom can be found in the crossfit gym and chasing after his twin boys.

Joe Van Remortel Headshot

Joe Van Remortel Vice President of Customer Success

Joe Van Remortel brings 30 years of experience and customer success with a variety of innovative technology companies. By working cross-functionally at Hearsay, his team is responsible for ensuring the success of all Hearsay customers. Previously, he led business-technology integration efforts as an early employee at E*TRADE, then an upstart online broker that disrupted an industry and created a category. Joe also led B2B customer engagement and success with marketing-technology companies such as Organic/Omnicom, Wirestone and Publicis. Most recently, Joe spent 9 years at DocuSign leading the Customer Success/Account Management organization and growing the company from a small saas player to the global leader it is today. He and the team pioneered many new practices including adoption best practices, customer success tracking/reporting, and novel saas deal structures that benefited customers and DocuSign alike.

He holds a B.A. in Economics from UCLA and an M.B.A. from the Yale School of Management. Joe is a sourdough baker, a runner and constantly busy with his wonderful wife and four daughters.

Angela Kenniston Headshot

Angela Kenniston Vice President of Business Development

Angela Kenniston brings 20 years of experience in designing and managing innovative technology initiatives to her role as Vice President of Business Development. A long-time Salesforce executive, she is widely regarded as a visionary alliances leader. She created and closed the first multi-tier Salesforce platform reseller contract and launched an internal tool for ISV App Assessment with the partner success team. Kenniston also created and executed four first-of-their-kind technology distribution models. Additionally, she designed and led the company’s first North American ISV/CRM reseller agreement.

Prior to joining Hearsay, Kenniston served as Vice President of Business Development for GoFormz, where she designed and managed strategic, reseller, and referral partnership programs and contracts, increasing net-new channel ARR from 6% to 22%. Kenniston also spearheaded the cross-functional business transformation team to optimize professional services and enterprise customer feature requests in addition to implementing a custom partner community.

She holds a B.S. in Aerospace Engineering from San Jose State University.

Iain Duke-Richardet

Iain Duke-Richardet Compliance Strategy Principal

As Compliance Strategy Principal, Iain is responsible for guiding Hearsay’s 100+ global financial firm customers around the ever-evolving regulatory landscape. Iain is actively engaged with Hearsay’s customers and product teams and is focused on addressing new complexities as a strategic advantage to firms’ digital client experience initiatives.

Iain is a recognized industry thought leader and subject matter expert on global technology-related legal and regulatory issues, including social media. Iain was a member of FINRA’s Social Media Task Force, which produced the initial regulatory guidance on financial firms’ and advisors’ use of social media.

Prior to Hearsay, he was a Director with Accenture, where he partnered with clients on technology-related legal and regulatory issues, cybersecurity, privacy, communication and trading surveillance, books and records, and regulatory change management. Previously, Iain spent over a decade as a compliance officer and leader at global financial services firms including RBC Capital Markets, Lehman Brothers, Barclays Capital, and Goldman Sachs & Co.

Iain holds a Masters of Law (LLM) from The George Washington University Law School and a Bachelor of Law (LLB) from the University of Leeds.

Alex Falls Headshot

Alex Falls Vice President, Product

Alex Falls is responsible for leading Hearsay’s product vision, direction, and development. He has over two decades of experience delivering product vision, strategy, and execution transforming the insurance and financial services industry.

Prior to Hearsay, Falls worked at Guidewire Software for 14 years where he held a number of management roles. Most recently, he spent five years as Vice President of Product Management and was recognized for building and evangelizing Guidewire’s cloud transformation strategy to reinvent non-SaaS products as cloud-native products and solutions.

Falls has also served in management roles at Epiphany and Clarify, leading the early wave of customer relationship management (CRM) software development. He holds a B.S. in political science from Washington University in St. Louis.

Olivier Remy Headshot

Olivier Remy Managing Director of EMEA

Remy has served as a leader at global Fortune 500 and mid-size companies, specializing in business and commercial development as well as sales, with a focus on key European markets. He spent several years as the Managing Director, EMEA for Marin Software, where his division was named as top-performing in 2014, 2015, and 2017. He also played a major role in Marin’s acquisition and subsequent successful integration of French startup SocialMoov.

Prior to Marin, Remy spent five years as a Senior Manager, Global Business Development, Operator Channel for Microsoft, where he received a Gold Star Award for top-performing individuals.

Remy holds a Masters in Management from Essec Business School in Paris.

Michael Depold Vice President of Finance

In his role as Vice President of Finance, Michael is responsible for Hearsay’s finance, accounting and legal functions. He is a key contributor to the strategic direction of the company and making sure Hearsay is resourced to deliver on that strategy, while maintaining the appropriate financial rigor and risk profile. Previously, Michael was Director of FP&A at Hearsay.

Prior to Hearsay, Michael held senior financial roles at ON24 and Intel. He earned a Bachelor’s degree in Finance from Santa Clara University and an MBA from the University of California, Berkeley.

Cerys Davies Vice President of People

Cerys heads up our People team and is responsible for Hearsay’s employee and candidate experience, which includes company culture, people operations, recruiting, and global office operations. Having spent over 15 years within People functions at various global SaaS businesses, Cerys is passionate about all things People.

Cerys holds a BA in American Studies from the University of Wales, Swansea, loves travel and exploration.

Clara Shih Headshot

Clara Shih Co-founder and Executive Chairperson

Clara Shih is co-founder and executive chairperson of Hearsay Systems, the leading Client Engagement Platform used by more than 170,000 financial advisors and insurance agents to authentically and intelligently grow business relationships. Marketing and Distribution leaders at the world’s leading financial services companies including Morgan Stanley, New York Life, Allstate, American Family Insurance, JPMorgan Chase, Prudential and Allianz partner with Hearsay to proactively guide and capture the last mile of digital communications to deliver the human client experience at scale.

A digital pioneer, Clara developed the first social business application in 2007 and subsequently authored the New York Times-featured best-seller, The Facebook Era, and sequel, The Social Business Imperative. Clara has been named one of Fortune’s “Most Powerful Women Entrepreneurs,” Fast Company’s “Most Influential People in Technology,” and a “Young Global Leader” by the World Economic Forum. She also has been listed in both Fortune’s and Ad Age’s “40 Under 40,” as well as InvestmentNews’ “40 Under 40” and ThinkAdvisor‘s 25 Industry Influencers.

Clara is a member of the Starbucks board of directors and previously served in a variety of technical, product and marketing roles at Google, Microsoft and Salesforce.com. She graduated #1 in computer science at Stanford University, where she also received an M.S. in computer science. She also holds an M.S. in internet studies from Oxford University, where she studied as a U.S. Marshall Scholar.

Quote Block

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod
tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,
quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo
consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse
cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non
proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Video Block

Video Block Sample

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
  • Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
  • Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Content Grid Block

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem Ipsum Dolor

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Lorem

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Dolor

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Image Cards Block

Lorem ipsum dolor

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Stats Block

##

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

####

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

###

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

##

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Contact Cards

Sales

Are you a financial services firm with 250+ agents or advisors looking for last-mile digital engagement?
Request a Sales Consultation

US Sales Office

1-844-556-4396
1-415-692-6230
Monday
Friday,
8am
5pm
PST

Support

Are you a current customer of Hearsay and experiencing 
difficulty using our products?
Login to Help Center

US Support Office

1-888-399-2280
Monday
Monday,
6am
5pm
PST

European Support Center

+44 808 164 9329
Monday
Monday,
9a
6p
GMT