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Technology Leaders

Technology Leaders

Easily deploy, integrate and scale advisor/agent-client digital communications – compliantly.

Hearsay Cloud delivers last mile digital communications – websites, social media, email and text messaging – through compliant pipes. It offers seamless integration into existing enterprise environments and security at scale. Plus, our platform integrates with your existing email archive and other core enterprise software systems like CRM, so that your data is always unified and retained in a single system.

Our global relationship with Hearsay allows us to empower our agents to excel on social networks and connect with customers.

We have 4,600 advisors, this is a very important movement in our company, and Hearsay is the key partner.

Ensure your customer data is extra safe

Your customer data has an extra layer of protection thanks to Hearsay Client Engagement Platform’s SOC 2 compliant status. SOC 2 guarantees that Hearsay has well-documented, strict information security policies and procedures for managing customer data based on five “trust service principles” – security, availability, processing integrity, confidentiality and privacy. Properly handling customer data remains at the forefront of our operations.

Increase visibility into all engagement data

Hearsay Cloud has proven to scale quickly across large, distributed organizations. Break down organizational silos and unify client data with integrations and APIs that connect client and field data with your core systems. Easily scale the volume of data and API calls up as you grow even for the largest financial services firms.

Drive CRM adoption with automatic and compliant data capture

Hearsay focuses on increasing advisors and agents’ productivity and driving adoption on the systems your organizations have invested. Easy integration with automatic capture of advisor/agent-client data into your CRM drives up to 15x more data.

Secure BYOD devices

Connect to your Enterprise Mobility Management solution or use Hearsay as a standalone offering, and enable compliant BYOD texting. Whether BYOD, CYOD, COPE or a mixed mobile environment device strategy, Hearsay Cloud’s enterprise-class tools for IT administrators, allow you to control user permissions and enforce communication policies.

Centrally manage security, provisioning and attestation

Hearsay Cloud provides easy controls for technology teams to manage deployment and user access. We easily integrate with your existing single sign-on (SSO) systems through SAML2 and OpenID and share user and organizational data with LDAP directories.

Hearsay’s APIs safely integrates data from your third party software systems, with data encrypted in transit and at rest. And there are a variety of ways to manage risk, including Hearsay’s proprietary Advertising Lexicon; Whitelisting; STOP functionality for Opt-out; or for the most risk-averse companies, true Opt-in programs.

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