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Sales & Distribution


Grow business by modernizing advisor-client engagement.

Today’s clients expect timely, personalized communication delivered through the digital channels they use every day – websites, social media, email and text messaging. Empower your advisors and agents to attract prospects and build stronger client relationships to grow their business while increasing their productivity with Hearsay Cloud.

Our financial representatives and compliance teams alike love that the Hearsay enterprise platform is specifically built for our industry to help our advisors and our members connect and engage across all forms of communications in today’s digital era.

New York Life partnered with Hearsay to help our agents deepen relationships with their clients, increase their productivity, and grow their business.

Grow advisor/agent business

Hearsay increases client acquisition and retention by modernizing the way advisors market, sell and service their clients and prospects. Across the financial services industry we see up to 35% higher production for advisors using Hearsay Social; an average of 2.5x more website visits and 5x more leads for advisors using Hearsay Sites; and client response rates as high as 98% (compared to 20% on email) for advisors texting clients through Hearsay Relate.

Recruit new prospects and retain your customers

Clients today expect personalized outreach, delivered at the right time – and young advisors and agents expect the technology to make it happen. Hearsay Cloud makes advisors and agents digitally relevant with today’s consumer, allowing them to engage when and how clients want, and freeing time for more face-to-face client interaction.

Modernize your field force

Optimize field-client engagement across digital channels for a best-in-class client experience. Let advisors and agents stay in front of clients, in between meetings, with easily shareable, relevant content. Ensure they reach out in the moments that matter with AI-based triggered actions and can easily respond anytime, anywhere with texting and high-quality cellular voice.

Drive best practices & success with analytics

Hearsay Cloud eliminates data silos and connects customer data across sources and platforms. With unified insight across advisor/agent activity and engagement, you’ll understand who top performers are and what they’re doing right (along with the flip side). Use this activity to develop and track metrics and best practices and to educate the field on how to succeed across digital channels.


Lead Follow-up, Powered By Hearsay Actions

Rapid responsiveness is the expectation of today’s customers and the greatest predictor of conversion rates. With Hearsay’s Lead Follow-Up Actions, agents and advisors can quickly respond to an inbound lead, simply by tapping a “click-to-call” notification.

Hearsay Relate A Day In The Life Of The Agent and Advisor Video

Hearsay Relate moves business forward by combining compliant texting, high quality voice calls, and workflows built to increase client loyalty and scale client touchpoints.