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Q1 News Recap: '15 Predictions, 'Robo-Advisors' and Tools to Give Financial Advisors a 'Leg Up'

Key Speakers At 2014 WIRED BizConBelieve it or not, the first quarter of 2015 is officially over. It has been a busy quarter for Hearsay Social’s CEO Clara Shih regarding news coverage. In addition to running day-to-day strategy and vision for the company, Shih’s pursuits landed her in several key media outlets and industry publications in the past three months.
Shih kicked off the year with a powerful op-ed piece in FA Magazine posing the question: “Will Financial Advisors Become Obsolete?” In the article, Shih stressed the importance of personalized relationships amidst the rising threat of “robo-advisors,” stating that the industry must adapt to the changing landscape in order to survive and thrive in the digital age.
In early February, Shih penned 5 tech trends to watch in 2015 in Fortune.com where she explains and shares the biggest trends that will change the way we live and work. As for what exactly Shih sees for the rest of 2015? She expects the Internet universe to merge with the “real world”, for mobile commerce wars to deepen, and for social media to break out of the silo, among other predictions.
Later in the month, the company as a whole launched the Predictive Social Suite for advisors a platform that allows financial advisors and insurance agents to use technology to stay relevant and connect with their clients and prospects. The announcement followed with key news coverage:

And mentions in several industry publications, including:

As the end of the quarter drew near, Shih welcomed a key player to the senior leadership team and took to Bloomberg TV and Fox Business News respectively to discuss the various ways financial advisors can use social media and predictive insights to learn even more about their clients. In FBNs broadcast on An Easier Way to Predict Client Behavior, when asked “What do financial advisors glean from Hearsay Social and predictive analytics,” Shih cited reaching out and connecting with clients on social media as just one of the many way advisors can see what their clients are sharing about their lives.
Fox business news_clara photo screenshotIn the Bloomberg broadcast, Shih explains how the opportunities for advisors to engage with their clients today largely rest on social media, stating that technologies such as “natural language processing” and “machine learning” can be used to pick up certain “buying signals” such as a social media posts about someone’s child going to college. Both interviews provided a chance for Shih to discuss once again Hearsay Social’s new Predictive Social Suite for advisors.
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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?

cnbc next list
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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Expanding to Europe and mobile: Hearsay Social Clara Shih discusses #TwitterIPO on CNBC Europe


You probably know that Twitter has over 230 million active users, but did you know that over 78% of those users live outside the U.S? It’s no wonder then that Europe was equally curious in what the latest social network IPO means for business.
In this new segment from CNBC Europe, our CEO Clara Shih discusses Twitter’s successful IPO as well as future plans for Hearsay Social, including international expansion and further development in mobile.
Also: see Clara’s segment on CNBC from earlier in the week.

The future of social media

Half a year after the Facebook IPO, one of the biggest in Internet history, CNBC checked in with Hearsay Social CEO Clara Shih for her insights on the social network, the viability of its ad network, and the opportunities for business. In short, Clara believes that first-movers, those early adopter organizations that reach out to their customers on social media today, will reap the most rewards.
Watch the “Squawk on the Street” interview in full below: