Skip to content

#HSonAir Podcast: A Review of the Hearsay Innovation Summit 2016

SummitVisual-03In Episode 80, Victor and Alissa are joined by Sarah Pederson (@sarahcpedersen)  of the Customer Success team and Dan Tucker (@1danieltucker) of the Product team to review and discuss the highlights and themes from this year’s Innovation Summit (#HearsaySummit) in our hometown of San Francisco.  
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an  e-mail to  We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.


#HSonAir Podcast: Introducing Hearsay Mail

In Episode 62, Meagan Hency (@mherf) of our Marketing team and Megh Gautam (@skyspeak) of our Product team join me to talk about the release of Hearsay Mail– the latest technology in our Predictive Social Suite. Hearsay Mail is a continuation of the digital vision shared by Hearsay Social in February and will make it easy for companies and advisors to efficiently reach and engage with customers through personalized emails at scale.
To learn more about Hearsay Mail, check our our latest blog post by Steve Garrity (@stgarrity) and the press release announcing the launch. You can also learn about all Hearsay Social products and services on our website at
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to   We also invite you to “like” our  page on Facebook where we’ll be posting photos and posts about the podcast, our guests, and other fun stuff.


#HSonAir Podcast- Employee Spotlight Series: Yahui Jin and Roger Hu (Product/Engineering)

Roger Hu and Yahui Jin
Roger Hu and Yahui Jin

The Hearsay Social story may have begun with Clara and Steve, however realizing the vision meant hiring others who shared the same passion, drive and commitment to create something special.  In episode 59 we interview Yahui Jin, Mobile Tech Lead and Roger Hu, Director of Engineering, to share their stories of the early days at Hearsay Social.

Together we discuss how Hearsay Social has evolved over the years, the joy that comes with making a difference, and how we’ve managed to maintain the unique culture that continues to attract new talent today. It was my honor to profile these longtime employees for their continued contributions and passion and for lending their talents to the growth and success of our team.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to  
Remember to “like” our  page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

#HSonAir Podcast: Introducing the Social Business Maturity Model

Social BUsiness Maturity CurveTo promote the recent launch of our Social Business Maturity Model, Sarah Pedersen (@sarahcpedersen), Director of Customer Success – West / Asia at Hearsay Social, joins us to share how the model was created, how it works, and the key factors for success that we identified after evaluating the maturity of over 100 leading financial services and insurance firms.
In addition, for attendees of the LIMRA Social Media Conference for Financial Services (#LLSMC), we have a bonus interview with Jen Dimaculangan (@whatjeneats) of our Customer Success Team and one of our resident “foodies,”  to share her favorite places for great food, drinks, desserts and fun in San Francisco.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to  
Remember to “like” our NEW page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk


#HSonAir Podcast: Hearsay Social International

#HSonAir (2)

As our entire company gathers at our bi-annual Company Kickoff event to celebrate the 1st half of the year and prepare for the remainder of 2015 and beyond, we interview individuals from our international operation.

Joining us again from New York is Connor Crown (@ConnorCrown) who you may remember from Episode 43: Empire State of Mind Part II.  From Europe, we interview Chris Andrew (@ChrisWAndrew) who is heading up our operations in London and Thomas Weyand (@taw01) who is working in Munich, Germany.  Finally, we interview Jason Suen (@JasonSuen) on his experiences opening up our Asia/Pacific operation in Hong Kong. We hope this episode will illustrate the diversity and breadth of our growing global footprint and the challenges and similarities each area faces in the adoption of digital/social technology.
In addition, we have a special #RonnyWalk update from Mark Fleschler who joined Ronny and Natalie for 4 days as they travelled across Colorado.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to
Remember to “like” our NEW page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk


Announcing New Hearsay Social Mobile Apps for iPhones and Android Devices

Social media and mobile devices go hand-in-hand. Recognizing this, access to Hearsay Social via smartphones has always been an important part of the solution that we offer to the over 100,000 agents and advisors that have access to our software. Today we are excited to announce the new and improved mobile applications for both iPhones and Android mobile devices that are available for free to our customers.
We know that advisors and agents are not always at their desks, so we wanted to give them an even easier way to engage with clients from anywhere; whether that be from home, in line at a coffee shop, or walking between meetings.  We’ve streamlined the mobile experience by packaging the key on-the-go activities that users wanted into simple apps that financial professionals can easily use to engage their clients. With this enhanced mobile experience offered through our iOS and Android mobile apps, advisors can even more easily access new Predictive Social Suite to receive and act on client insights anytime, anywhere, from the device of their choice.
Hearsay Social iPhone App
What we are most excited about is that many of our customers are already leveraging the mobile applications. Jason Graham, Regional Marketing Director at Penn Mutual, said, “I am on my iPhone for calls and checking emails, about 90% of the time, so when Hearsay Social came out with a new app, I was ecstatic. The app allows me to capture content more readily and post to my LinkedIn account at a moment’s notice. The functionality is fantastic and it provides the speed that is needed to put material out there in the fast paced environment I work in.  Kudos to Hearsay Social!Hearsay-Social-AndroidApp
With a few finger taps in one of the apps, financial professionals can publish posts from the Hearsay Social Content Library to their social networks, create original posts to share, view their post schedule, as well as quickly email or text contacts. Plus,with Social Signals through the app not only alert advisors when key life events happen to people in their networks, they also make it easy for advisors to reach out and engage based on those alerts.
Rebecca Peduzzi, Operations Manager at The Boyer Agency, said, “the Hearsay Social app does everything I need it to while I’m out of the office. What I find most valuable is the ability to push content to all social networks instantly.
Amanda Isert, Associate Agent at Billy Hewes Insurance Agency, shared, “the Hearsay Social app is great. I love that I have it at my fingertips and don’t have to be on a computer to do what I need to do… I have already recommended the app to several people.
Hearsay Social customers can download the new  Android app or the iPhone app  and login with their existing company credentials.
Read more about today’s announcement in our Press Release.

Welcoming Bill Salisbury to the Hearsay Social Team

Today, I am excited to officially welcome a key player to our senior management team. Bill
Salisbury, an industry veteran who has spent the past several decades growing revenues and leading financing transactions for technology companies, including Google and, has joined the company as our first CFO.
BillPiccrop_3 (1)
Bill has more than 25 years of experience leading finance organizations and global software and technology companies including Avast Software, Crescendo Bioscience, Morgan Stanley, and Davis Polk & Wardwell.
Additionally, Bill’s experience spanning startup CFO, investment banker, and corporate attorney will be a tremendous asset to our company in this next phase of rapid growth as we launch new products and enter new international markets.
With Bill’s wide-angle view, Hearsay Social is uniquely positioned to scale the business as we continue to build a world-class company delivering enterprise software to the financial services industry.
Bill, we’re delighted to have you on board to help the company scale internationally, to new products and beyond!
Read the official press release, and see recent press coverage in Re/codeThinkAdvisor and TechCrunch.

Improving efficiency and protection with new social media compliance enhancements

As head of legal and compliance at Hearsay Social, it is important to me that we continually provide cutting-edge improvements to the Hearsay Social platform to make the jobs of our compliance and supervision users easier.
Today we announced new enhancements to our compliance capabilities, and I want to share some of the key focus areas for these enhancements.

Streamlining the review and publishing process for static content

Request-Changes-to-Profile-Teal_NEW (1)FINRA sees social media profiles as “static” content and categorizes this content as “advertisements,” meaning profiles require pre-approval by a firm’s principal before they are published. Because we know this review process is a heavily used area of the Hearsay Social platform, we’ve created a new streamlined social profile review, approval, and publishing solution to make it even easier and more efficient for financial professionals to publish compliant profiles.
Many of our customers in highly regulated industries are already using this new profile solution, and I’m happy to report we’ve received extremely positive feedback. With one of the first implementations of the new LinkedIn API, Hearsay Social can now automatically publish approved profile content directly to the network. For supervision professionals, this new functionality ensures public profiles match what they have approved, minimizing risk for the organization and easing compliance for profiles. Plus, it saves advisors and agents the time and headache of having to update their profile manually after new content has been approved.

More pre-approval functionality for dynamic content

We heard from some of our customers that they wanted a better way to pre-approve dynamic social activity from advisors and agents. With recent enhancements, Hearsay Social now lets supervisors pre-approve social engagements such as Likes or comments before they go live on the social networks.

Archive support for photos

An effective social business program is not just text-based. In order to help our customers take advantage of all types of social content, we now provide the ability for firms to archive photos posted by agents and advisors through the platform. This ensures they’re capturing this type of activity in their records, even if it is deleted or removed from the social network at a later date.

Increasing context for improved efficiency

In addition to delivering a new static profile solution, we have added more note and attachment fields so supervision users can share comments or context with each other or advisors during the supervision process. These new fields are also pushed to the archive systems so that complete context is available upon record review. In addition, Hearsay Social now provides enhanced searching and sorting to supervision users so that they can be even more efficient when reviewing or auditing social business activities of agents and advisors.
We hope these enhancements will make our customers’ jobs easier and their social business programs more effective and compliant. Please feel free to reach out to me directly if you’d like more information about the new solutions above or other functionality of the Hearsay Social platform.

Zurich Insurance Group collaborates with Hearsay Social in Germany, Austria, Spain, and more

zurich-logo1Today we’re proud to announce that Hearsay Social has collaborated with Zurich Insurance Group, a leading multi-line insurer that serves its customers in global and local markets, to empower their agents across Europe on social media.

(Read the news in French / Français or German / Deutsch.)

178 million people in Western Europe, or 2/3 of all Internet users, will be regularly participating on social networks by the end of 2014, according to data from eMarketer. It’s clear that social media is increasingly becoming a crucial way for insurance agents to connect with customers.

According to Monika Schulze, Global Head of Brand Marketing of Zurich Insurance Group:

“Today and over the next several years, digital technologies will become an increasingly important driving force for our thousands of agents around the world. Our global relationship with Hearsay Social allows us to empower our agents to excel on social networks and connect with customers.”

Using Hearsay Social, Zurich agents can now compliantly share content and build relationships with current and prospective clients across the social networks. After kicking off its social media project in Germany, Zurich is now rolling out Hearsay Social to multiple countries, including Austria, Spain, and others.
Michael Holzapfel, Digital Strategist at Zurich Germany, explains:

“We are proud of the successes we have seen working with Hearsay Social in Germany, which we have now expanded to other countries in Europe. Through the social business program so far, we have been able to drive marketing.”

We’re very excited to help develop the social media program at Zurich Insurance Group, and we look forward to empowering Zurich’s insurance agents to reach even greater successes as they expand the program across Europe!