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Advisors Next Move section

Make the right next move

Don’t waste time trying to figure out your next marketing move. Hearsay Cloud scans client activity and behavior and uses machine learning to provide a prescriptive to-do list so you know exactly what action to take next. And Hearsay Triggered Actions take your productivity to the next level with turnkey industry workflows that solve “last mile” interactions with clients — like RMD reminders or meeting confirmations — in just 1-click.