The Actions engine ingests source data such as new leads or lifecycle events into Hearsay, and then prompts advisors and agents to connect with customers across social channels, website, mobile texting, and calling, in a seamless, integrated and compliant manner.

Immediate lead follow-up on a 1:1 channel has been shown to increase conversion by as much as 37%. Actions closes the feedback loop between corporate office and field teams, bringing a measurable, scalable process to lead conversion, so that firms can realize increased ROI from their investments in advertising and inbound lead generation campaigns.

Response times can make or break a business. From first to last interaction, Actions automates a personalized customer experience through triggered notifications that enable rapid response, and push notifications that prompt follow-up behaviors.

Tracking key moments in a customer’s life cycle is critical for reducing churn, identifying upsell opportunities, increasing conversions, and uncovering unrealized value. Actions identifies these customer events—like a change of address, income increase, or missed billing cycle—to automate personal outreach. Combined with push notifications that coach optimal follow-up behaviors, Actions can dramatically improve conversion rates, expand share of wallet and improve retention.