Unify client experience and amplify message.
Today’s clients expect timely, personalized communication delivered through the digital and mobile channels they use every day. Hearsay Advisor Cloud is the only complete client engagement platform for financial services and insurance. With Hearsay, marketing teams can empower advisors and agents to effectively use digital to build stronger relationships that grow business. Hearsay Advisor Cloud allows you to control your brand and manage campaigns at scale while providing reporting and analytics so your team can continuously optimize your marketing programs.
“With Hearsay, our local agents and marketing team are building more and stronger relationships with our members. Hearsay is the hub for digital activity across our organization, making it easy for us to operate efficiently, enable social selling and meet compliance requirements.”
“Hearsay helps me do my job faster. It’s one of the most efficient tools we use. It not only helps internal employees, but it streamlines the sales process for how the field reaches out to customers.”
“We went from a compliance-driven world to a marketing-driven world with a compliance component. It’s really allowed us to use social media and now we’re stepping into Advisor Sites.”
Distribute content and amplify marketing message
Run marketing campaigns and distribute valuable content to build your brand and drive business. Hearsay Advisor Cloud provides sophisticated reporting and analytics so you can optimize your content and marketing campaigns at scale.
Brand governance for a unified client experience
Control and refine the way your field team represents your brand locally. Hearsay Advisor Cloud gives you the ability to view advisor and agent brand activity across digital channels so you can learn from best practices and educate your field to amplify your brand.
Integrated data at scale
Hearsay Advisor Cloud eliminates data silos and connects client data across sources and platforms. With unified insight across advisor activity and engagement, you can guide your team to take smarter actions to drive business.
Measure and analyze field activity
Hearsay Advisor Cloud eliminates data silos and connects customer data across sources and platforms. With unified insight across advisor activity and engagement, you can guide your team to take smarter actions to drive business.