Advisors & Agents

Build stronger relationships that grow business.

Today’s clients expect timely, personalized communication delivered through the digital and mobile channels they use every day. Hearsay Advisor Cloud is the client engagement platform for financial services and insurance, empowering advisors and agents to effectively use digital to build stronger relationships that grow business. Hearsay Advisor Cloud enables advisors and agents to engage across digital channels including social networks, text messaging, websites and email. Its prescriptive technology processes and prioritizes data across systems and suggests what you should do next, saving you time and eliminating any guesswork.

Advisors & Agents

“I am quite impressed with Hearsay. In no time at all, my team is able to schedule content campaigns in advance, making our social media presence relevant and current. This will be a very valuable tool for my business.”

Brett A. Calder, a multiple line general agent, American National

Advisors & Agents

“I have really enjoyed the flexibility and ease of use of the Hearsay platform. We use both the compliance-approved content as well as our own original posts. The simplicity of posting to all our social networks, monitoring the engagement, and having the ability to respond to it has been great.”

Amanda Piper, Financial Advisor, Wagner-Lee, LLC

Advisors & Agents

“Networking is at the heart of our agents’ business, so we want to empower them to make social business an increasingly core part of their practice. That’s why New York Life partnered with Hearsay to help our agents deepen relationships with their clients, increase their productivity, and grow their business.”

Liz McCarthy, Senior Vice President, Agency Communications, New York Life

Advisors & Agents

“Our intent is to win in our own backyard, and our agents do this by being thought leaders in their local communities and emphasizing a relationship-first approach with their clients. With more and more people turning to the Web, social media is a natural extension for agents to deepen relationships, attract prospects, and build business. We needed a technology partner that delivers both industry best practices and has a robust compliance component, and Hearsay was the clear choice.”

David Hurt, Senior Vice President of Marketing at Southern Farm Bureau Life Insurance Company.

One place to engage with clients across social, mobile and web

Hearsay Advisor Cloud makes it easier to manage engagement with prospects and clients across social media, local websites and text messaging from a single dashboard. Now you can build relationships at scale, and you don’t have to move in and out of multiple products and tabs to do it.

Smart Content Library

Deliver personalized content to your clients at scale. Hearsay Advisor Cloud offers a library of pre-approved content from your company, and the system is continuously learning to provide content recommendations tailored specifically to you and your clients.

Actionable to-do list

Don’t waste time trying to figure out your next marketing move. Hearsay Advisor Cloud scans client activity and behavior, using machine learning to provide a prescriptive to-do list so you know what action to take next.

Be Findable Online

With Hearsay Advisor Cloud, you don’t have to be a website or marketing expert to be findable. Create and manage a personally branded online presence with a modern, mobile-friendly advisor website and across social networks.

Compliantly Text Message

Text messaging is the most effective, efficient way to get in touch with clients today. The Advisor Messages app allows you to finally text message with clients, while in compliance with industry regulations and company policies.

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