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[Wealth Management] The Next-Gen Customer Experience – A Dreamforce Case Study

Decades of complex processes and legacy systems have been blamed for slowing down digital transformation in the financial services industry. Delivering solutions that unify the customer journey is challenging given the industry ‘spaghetti’ of systems and data. To address customer needs for both their business and personal journeys, firms need to provide a unified client […]


Hearsay is excited to participate in Dreamforce 2016 in our home town of San Francisco. Clara Shih, CEO and founder of Hearsay, will be speaking at the “Women in the Boardroom” keynote, part of the Women & Equality Summit. Add to your Dreamforce Agenda here.


Want to know where the industry is headed? Come to Dreamforce. Hosted by, named the world’s most innovative company by Forbes three years in a row, Dreamforce is four high-energy days of innovation, fun, and giving back. It’s your chance to learn from industry visionaries, product experts, and world leaders who can help you […]


On Tuesday, November 19th, CEO of Hearsay Social, Clara Shih, will be leading a presentation at’s Dreamforce conference on “The Twitter Effect: Using Social Media with PR to Amplify Your Sales & Marketing.” She will discuss how companies can take advantage of social media by empowering their employees to be brand ambassadors and amplify […]

Hearsay Partners with Salesforce to Close the Loop on Last-Mile Client Engagement

In 2020, we’re seeing a new engagement model emerge in financial services to support human connections in a remote-first environment. Driving business outcomes from the home office on personal devices has become a requirement, and therefore compliance for BYOD and new digital channels is a challenge that must be addressed now. Both Hearsay and Salesforce […]

How to Apply AI to Drive Sales & Loyalty in Financial Services

Artificial Intelligence (AI) has arrived in financial services. In fact, in a recent study by PricewaterhouseCoopers (PwC) over half of the executives surveyed report they have already implemented AI into some aspect of their business. But after a few days at Dreamforce listening to financial services firms, it’s clear much of the AI implemented so […]