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Clara Shih, Hearsay Social CEO, Named 2016 EY Entrepreneur Of The Year Finalist

2016-EOY-Regional-Finalist-LogoThe Ernst & Young Entrepreneur Of The Year awards program this week announced their finalists, and we’re excited to announce that Hearsay Social CEO and founder Clara Shih is on the list!
The awards, which is celebrating its 30th year, recognizes entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance and personal commitment to their businesses and communities.
EY Entrepreneur Of The Year has been at the forefront of identifying game-changing business leaders for the past 30 years. The program has honored the inspirational leadership of such entrepreneurs as Howard Schultz of Starbucks; Jeff Bezos of Amazon.com; John Mackey of Whole Foods Market; Pierre Omidyar of eBay; Reid Hoffman and Jeff Weiner of LinkedIn; and Mindy Grossman of HSN, Inc.
Clara was selected as a finalist by a panel of independent judges from multiple industries, including technology, finance, healthcare and more. The selection process included a nomination application and a series of in-person interviews. Previous finalists from the greater northern California region include Kenneth Lin, CEO and founder of Credit Karma (and guest speaker at our Hearsay Social Innovation Summit last week); Keith J. Krach, Chairman and CEO of DocuSign; and John Foraker, CEO of Annie’s, Inc.
The EY Entrepreneur Of The Year program has expanded to recognize business leaders in more than 145 cities in more than 60 countries throughout the world. It has recognized more than 10,000 outstanding entrepreneurs for their vision, innovation, courage and leadership in building and growing successful businesses – businesses that influence the way we live, the products and services we depend on, and the economic vibrancy of our local communities and global markets.
For more information on the awards program, visit the EY Entrepreneur Of The Year – Northern California Region site.
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Hearsay Social Nabs HousingWire TECH100 Award

logoWe’re thrilled to announce that Hearsay Social won HousingWire’s 2016 HW TECH100™ award as one of the most innovative technology companies transforming the housing and mortgage industry. We also received the additional honor of being named the winner in the “something else entirely” category – also known as the “it” factor.
Companies were judged based on several dimensions including uniqueness, elegance, influence, growth and potential.
“The companies in the HW TECH100 are providing innovative solutions to the traditionally hide-bound mortgage finance industry,” said HousingWire Editor-in-Chief Jacob Gaffney. “In the face of rising costs to originate and service loans, a still-volatile housing market and multiplying regulations, these innovations are crucial to the survival and profitability of those in our industry.”
“It’s incredible to see the universe of tech options now available to our industry,” said HousingWire Magazine Editor Sarah Wheeler. “Some of the best and brightest minds are clearly working in our space to address the extraordinary challenges our industry is facing.”
To learn more about why the judges selected Hearsay Social as a winner, read the category winner summaries.
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Hearsay Social Named to CNBC’s Disruptor 50 List!

Hearsay Social today was named to CNBC's 2015 Disruptor 50 list.
Hearsay Social today was named to CNBC’s 2015 Disruptor 50 list.

We’re thrilled to announce that Hearsay Social today was named to the third annual CNBC Disruptor 50 list, which ranks 50 of the country’s “most ambitious and innovative companies changing the economy and overall business landscape.”
Hearsay Social was selected from more than 350 companies for challenging the status quo and creating a new ecosystem for our products and services. Forward-thinking upstarts including Uber, Airbnb and Dropbox also were included on the 2015 list. As a vertically focused company solely dedicated to the financial services industry, it’s an honor to be among such well-known consumer brands.
This recognition comes on the heels of Hearsay Social CEO and co-founder Clara Shih’s nomination last fall to the CNBC Next List, a who’s who of influential leaders developing solutions that will transform business over the next quarter century including Apple CEO Tim Cook, Facebook COO Sheryl Sandberg and LinkedIn CEO Jeff Weiner.
CNBC.com’s special 2015 Disruptor 50 report, disruptor50.cnbc.com, features an in-depth profile of Hearsay Social and an explanation of how CNBC chose and ranked the companies on the list. CNBC also will track our progress as a Disruptor throughout the coming year.
It’s been a time of tremendous growth and innovation for us at Hearsay Social. We have a dedicated presence in 10 cities around the world, and have built a world-class engineering team that’s constantly challenging the company to deliver the same type of experience to the financial services industry that’s as powerful, easy to use and intuitive as the most popular consumer apps.
Today, more than 100,000 financial advisors and insurance agents use the Hearsay Social platform to develop a strong social presence, build relationships with their clients and prospects, and ultimately increase business. Most of all, we’re thankful to count leading financial institutions such as New York Life, Raymond James and Penn Mutual as some of our amazing customers and partners.
For more information on how we’re disrupting the financial services industry, check out the press announcement and read our recent Advisor of the Future executive report.

Congratulations to Research magazine's 2014 Advisor Hall of Fame

res1214coverstorymi600-resize-600x338For nearly a quarter of a century, Research magazine has annually recognized advisors in the financial services industry who have proven to hold themselves to a benchmark of excellence worthy of remark across the industry.
Those honored have served a minimum of 20 years in the industry, have acquired substantial assets under management, have demonstrated superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.
Today we want to take a moment to thank and congratulate this year’s winners for their achievements:

  • Lewis Altfest, CEO and Principal Advisor, Atlfest Personal Wealth Management
  • Sally Law, Chairman and CEO, Law & Associates, Raymond James Financial Services
  • Eugene Lerner, Managing Director/Partner/Founder, The Lerner Group, HighTower
  • Robert Reich, Senior Vice President, Wealth Brokerage Services, Wells Fargo Advisors
  • Greg Sarian, Managing Director/Partner/Founder, The Sarian Group, HighTower

Learn more about the winners below and in the full article on ThinkAdvisor.
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Congratulations to the newest class of Gramercy Institute's 20 Rising Stars!

Gramercy Institute 20 Rising StarsThe Gramercy Institute, a network of senior marketers from the world’s leading financial institutions, this week celebrated 20 up-and-coming leaders in the financial services marketing industry.
The people listed below run the gamut: some are responsible for traditional activities like brand strategy and advertising while others are driving rapidly evolving projects like digital marketing and social media content strategy.

  • Jared Barchus, Marketing & Brand Strategy, Morgan Stanley
  • Kimberly Bindra, Director, Duff & Phelps
  • Wendy Buzzeo, Director, Digital Marketing, MetLife
  • Tricia Conboy, Director of Advertising, Sun Life Financial
  • Katie Cowley, Marketing & Communications Manager, Aberdeen Asset Management
  • Kathleen Gambarelli, Digital Media Manager, Ptarmigan Media
  • Claire Good, Associate Director, Sullivan
  • Rohini Gupta, AVP, Global Advertising, Natixis Global Asset Management
  • Michael Herrera, SVP, Digital Marketing, Citi
  • Tom Hughes, Vice President, Marketing, Allianz Global Investors
  • Stephanie Lynch, Associate, Goldman Sachs
  • Wendy Marcone, SVP, Global Banking & Markets Marketing, Bank of America Merrill Lynch
  • Shantini Munthree, Head of Brand Management, Vanguard
  • Janelle Nowak, Social Media Content & Channel Strategy Manager, Capital One
  • David Partain, VP-Digital Strategist, Northern Trust
  • Justin Pesola, SVP, Digital Media, Citi
  • Hunter Ricks, Digital Marketing Strategist, Lincoln Financial Group
  • Geoffrey Sanders, SVP, Digital Marketing, Citi
  • Shayaan Seraj, Digital Media Supervisor (TD Bank Group), Starcom Mediavest
  • Chad K. Smith, Head of Global Content Syndication, BlackRock
  • Ashley Sobel, Associate Director, The Media Kitchen
  • Nicole Stonehouse, Vice President, State Street Global Advisors
  • Leah Weis, Marketing Manager, Digital, E*TRADE Financial

They’re each crucial not only to their respective organizations, but also to driving new success and innovation in the financial services industry. Congratulations to all of you who made the list!
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Tim Cook, Jeff Weiner, Sheryl Sandberg, Clara Shih, and others named to CNBC's NEXT List

Imagine a world without Google or Starbucks, or a world without Jeff Bezos or Bill Gates. It’s inconceivable.
So what will be the next Facebook? Who will be the next Jack Welch or Sandy Weill?

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Clockwise from top left: Apple CEO Tim Cook, Facebook COO Sheryl Sandberg, LinkedIn CEO Jeff Weiner, and Hearsay Social CEO Clara Shih

Earlier this year, CNBC published its First 25 list, highlighting the pioneers that have most influenced the business world in the past 25 years: Steve Jobs, Bill Gates, Warren Buffett, Oprah Winfrey, and Mark Zuckerberg were just a few of the names at the top of the list.
Today, in the spirit of that original list, CNBC unveiled its NEXT list, shining a spotlight on the rebels, leaders, and innovators developing solutions that will transform business over the next quarter century. The four figures above–Apple CEO Tim Cook, Facebook COO Sheryl Sandberg, LinkedIn CEO Jeff Weiner, and Hearsay Social CEO Clara Shih–are just a few examples of influencers named to the list.
In explaining its selection process, CNBC writes:

We cast a wide net, and our criteria were fairly broad. We aimed to include the people we expected to have the greatest impact 25 years from now; we sought to think globally so you’ll notice names that reflect the great diversity of the planet, and we wanted to make sure we didn’t just include individuals in the technology industry, because so many other sectors are innovating in ways that will change our future.

Other visionaries on the list include Dick Costolo (CEO, Twitter), Jack Dorsey (chairman and co-creator, Twitter; CEO, Square), Mary Erdoes (CEO, J.P. Morgan Asset Management), Marissa Mayer (President and CEO, Yahoo!), and Satya Nadella (CEO, Microsoft).
It’s truly an honor to see Hearsay Social’s founder and CEO among such esteemed company. Thank you CNBC and congratulations to Clara, Jeff, Sheryl, Tim, and everyone else on the list–here’s to the next 25 years!
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Social business at LIMRA #LLSMC: AXA Advisors, MassMutual, and Hearsay Social to share success stories

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Hearsay Social CEO Clara Shih and Jim Kerley (President of LL Global Services and Chief Membership Officer, LIMRA, LOMA and LL Global), at LLSMC last year. Photo courtesy of Corina Roy (@CorinaRoy)

Next week the Hearsay Social team is excited to be converging on Boston for the 2014 Social Media Conference for Financial Services hosted by LIMRA, a worldwide research, consulting, and professional development organization representing hundreds of insurance and financial services companies around the world.
As LIMRA’s Elite Strategic Partner, we look forward to connecting with business leaders and sharing the stage with sales and marketing executives like Kathleen Mayko (Director, Brand Marketing, Life Company Marketing, MassMutual) and Nicole Pesce (Director, Head of Digital – AXA Advisors) to discuss how today’s producers can use social media to build relationships, amplify their brand, and grow sales.
See below for a summary of all the conference activities where you can find Hearsay Social.

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Winning as a Team @ MassMutual: Social Media Program Best Practices

WHEN: 10:30 to 11:30 am on Thursday, August 21
WHO: Kathleen Mayko (Director, Brand Marketing, Life Company Marketing, MassMutual), Doug Morrin (Assistant Vice President & Counsel, Law Department, MassMutual), Corina Roy (Assistant Vice President, Field Digital, Life Company Marketing, MassMutual), and Victor Gaxiola (Customer Advocacy Manager, Hearsay Social) as moderator.
WHAT: Successful social media programs require cross-functional coordination and efforts within your company. But this is easier said than done. How do you coordinate a social media program with key areas? How do you ensure various stakeholders and managing teams are on the same page? Join a panel of social media program stakeholders from MassMutual representing Corporate Marketing, Field Digital Marketing and Legal, and hear their perspectives and learnings on what it takes to work together to drive success on social.

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Successful Social Media for Advisors: A Fireside Chat with Nicole Pesce, AXA Advisors

WHEN: 4:00 to 4:45 pm on Thursday, August 21
WHO: Nicole Pesce (Director, Head of Digital – AXA Advisors) and Michael Lock (President & COO, Hearsay Social)
WHAT: In an industry built on relationships and trust, to maximize the value of social media, financial services firms must have a strong corporate presence on social, as well as a strong advisor presence on social across all the local communities and clients it serves. Join Michael Lock and Nicole Pesce to hear how AXA developed its social media program for its advisors, how it is driving higher adoption and advisor productivity on social, and where it’s headed next.

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Hearsay Social is LIMRA’s Elite Strategic Partner and endorsed social media solution for member firms to learn about and be successful on social media.

2nd Annual Silver Bowl Awards

WHEN: 5:15 to 6:00 pm on Thursday, August 21
WHO: Hosted by James W. Kerley, LLIF (President of LL Global Services and Chief Membership Officer, LIMRA, LOMA and LL Global) and Michael Lock (President & COO, Hearsay Social)
WHAT: Do you want to know what great social media looks like in financial services? The #SilverBowlAwards are here to answer the question on everyone’s minds. Join us for an hour of fun and learning as the winner of the #SilverBowlAwards are announced. Categories include Best Use of Facebook, LinkedIn, Twitter, YouTube, Best Use of Social Media by an Advisor, and Social Good.
We look forward to seeing you at each of these sessions, at the Hearsay Social booth, and online at #LLSMC!
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Hearsay Social selected by AlwaysOn as one of the "2014 OnDemand 100 Top Private Companies"

alwaysonToday we’re proud to announce that Hearsay Social has been selected by AlwaysOn, an online network and live event series for Silicon Valley companies, investors, and partners, as one of the 2014 OnDemand 100 Top Private Companies.
Every year, AlwaysOn formulates its list of the 100 technology companies delivering the very best cloud infrastructure, software as a service (SaaS), and analytics solutions in the industry. Hearsay Social is honored to have made the list once again alongside other prominent organizations including DocuSign, Dropbox, GitHub, Zendesk, and more.
As described by AlwaysOn:

The SaaS marketplace is awash in products claiming to tame big data and provide easy-to-use, yet robust, business solutions. While the data is certainly there, the maturity of the products and services capable of coping with it are competing for primacy. The OnDemand 100 winners in this category are ahead of the pack, with strong financial backing and heavy-duty technology packages.

Thank you to the AlwaysOn editorial team, its partners at the biggest venture capital firms in Silicon Valley, and industry experts around the globe for choosing to recognize Hearsay Social.
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Congratulations to JFAM's "20 Rising Stars in Financial Marketing"


Over the past year, the financial services industry has made big strides in how it approaches sales and marketing, reinventing itself in an increasingly social, mobile, and digital world.
That’s why we’re proud to see The Gramercy Institute and JFAM (The Journal of Financial Advertising & Marketing), which specialize in financial services marketing, honoring 20 Rising Stars in Financial Marketing, including some of our customers. From social media directors to CMOs to brand marketers and more, every marketing role has been tasked with adapting to transformations in the digital world.
Thank you to JFAM and the Gramercy Institute for acknowledging the achievements of the best marketers across some of the top insurance and financial services companies in the world. We hope these financial marketing “Rising Stars” will set an example for their peers across the industry.
The Gramercy Institute’s 20 Rising Stars:

  • Seema Alexander, Dir., Transformative Marketing, Retirement, Prudential Financial
  • Berta Aldrich, Head of Channel Marketing Strategy, Vanguard
  • Stefanie Boyk, Acquisition Marketing Manager, Vanguard
  • Abby Cohn, Vice President, Marketing and Advertising, CIT
  • Sueanne Comerford, Social Media Director, MetLife
  • Marty Dauer, Chief Marketing Officer, Duff & Phelps
  • John Davis, Exec. Dir., Corporate Svcs. & Retirement Solutions Marketing & Insights, UBS
  • Meredith Feiner, Associate, Social, Brand Marketing Group, Goldman Sachs
  • Linda Gharib, SVP, Digital Marketing, Head of Cross-Channel Initiatives, Citigroup
  • Kristine Giarrusso, Senior Marketing Manager, Columbia Management
  • Lisa Grossman, Head, Global Investments Mktg & Sales Support, Bank of America Merrill Lynch
  • Ryan Hatfield, VP, Digital Marketing Manager, Chase
  • Michael Kazanjian, Head of Annuity and RPS Marketing, Lincoln Financial
  • Erin Meijer, Social Media Manager, Allianz Global Investors
  • Marc Quintavalle, Social Media Marketing Associate, Putnam Investments
  • Mark Rose, VP Mobile Strategy, Morgan Stanley
  • Kirti Srikant, AVP, Dir. of Brand Marketing & Advertising, OppenheimerFunds
  • Francie Staub, Director of Digital Advertising and eMarketing, TD Ameritrade
  • Michelle Smyth, Director, Social Media, Sun Life Financial
  • Philip Swisher, SVP & Head of Innovation, Brown Brothers Harriman
  • Derek Vest, SVP, Financial Advisor Marketing, Wells Fargo Advisors
  • Lauren Walsh, Group Director, Strategy, Sullivan
  • Kathleen Wrynn, Content Strategist, Deutsche Asset & Wealth Management

Hearsay Social named to the 2013 AlwaysOn Global 250

Today we’re proud to take a step back and thank our customers, partners, and anyone else who has helped us get to where we are today. Thanks to your support and everything we’ve accomplished together, Hearsay Social has been selected as one of the 2013 AlwaysOn Global 250 Top Private Companies.

Now in its 11th year, the AlwaysOn Global 250 recognizes the top private technology companies changing not just the business world, but the world as a whole. Hearsay Social was specifically chosen for the “B2B Applications – SaaS and Enterprise” category:

The enterprise world has endured a long ramp-up to the cloud, but is now flocking to it with alacrity. Coupled with a broad acceptance of mobile and social technology, businesses everywhere are demanding robust, secure applications to run their operations-anytime, anywhere. Clearly, the innovation community is rising to the challenge with unfettered enthusiasm, providing business management solutions, IT infrastructure, and elegant, stable applications.

We also want to congratulate all the other companies that made the list, including Box, Dropbox, Twitter, and Zendesk. We’re proud of all the exciting innovation coming from Silicon Valley and other technology hubs around the world!