Skip to content

Partnering with Penn Mutual to bring social business success to producers

Penn Mutual plus HSThis morning we’re pleased to announce a new partnership with The Penn Mutual Life Insurance Company, a company that has been serving its customers with life insurance products for over 150 years.
Penn Mutual has recognized that social media is becoming an increasingly crucial channel for financial professionals to connect with their current and prospective clients. Using Hearsay Social, producers at Penn Mutual will now be able to compliantly use LinkedIn, Facebook, and Twitter to build stronger relationships with their clients. With this new partnership, an initial wave of 500 Penn Mutual producers will be using Hearsay Social to expand their social presence and grow business.
Robert Bonsall, Assistant Vice President of Interactive Marketing at Penn Mutual, commented on the new partnership:

“Penn Mutual is continually searching for ways to meet the evolving needs of our financial professionals and help them adapt to changes in the way clients want to communicate and conduct business. Social media is a natural channel for financial professionals to connect with their clients. We selected Hearsay Social to make it possible for producers to grow business on social media while staying compliant and consistent with our brand.”

Though the program only recently launched, many producers are already seeing success on social media. Greg Stoumbelis, a Retirement Planning Specialist at The Heartland Group, makes social business a part of his practice and communicates frequently on LinkedIn, Facebook and Twitter.
“My social media posts on LinkedIn and Twitter are a way to remind people who I am and keep building credibility in my networks,” said Greg.
Here are a couple of his pages:

Gregory Stoumbelis - Facebook Gregory Stoumbelis - LinkedIn

‌Similarly, Gretta Zutz at Empire Wealth Strategies has also seen some early success leveraging Hearsay Social for her business: “I love the Hearsay Social mobile site,” said Gretta.
Here are a couple of her pages:

Gretta Zutz - LinkedInGretta Zutz - Twitter

To learn more about today’s announcement and Hearsay Social’s partnerships in financial services, read on:

Unveiling a new dashboard and compliance enhancements to help you grow business on social media

Over the past several years, we’ve closely collaborated with the largest financial services companies in the world, honing in on the tools and strategies that best help advisors grow business through social media. We then took this knowledge and developed a best practices methodology that focuses on the essentials to being successful on social:

  1. Get found
  2. Grow your network
  3. Research and act on social signals
  4. Build credibility through thought leadership.

Today’s new social business dashboard from Hearsay Social directly incorporates this methodology through its interface and features. Key enhancements developed in the past year include:

  • Advanced compliance capabilities: Dedicated to serving financial services organizations, which are regulated by FINRA and the SEC, we’ve streamlined compliance and supervision–not only to help compliance teams but also to help advisors. Today we’re launching a seamless LinkedIn profile review and publishing experience through the Hearsay Social interface. Over the past year, Hearsay Social has doubled the information it collects for archiving from social networks, streamlined the user interface for supervision, and improved integration with industry-leading archiving tools, all to enable significantly more efficient compliance capabilities.
  • Advanced Social Signals: Through Hearsay Social’s unique Social Signals offering, which uses natural language processing to alert users to important life events of people in their networks, users can now track alerts and follow up on an individual level. This allows agents and advisors to effectively manage lists of current and prospective clients and respond to social signals at scale.
  • Enterprise-level integration: Hearsay Social has released new enterprise APIs, making it even easier for global businesses to integrate the Hearsay Social platform into their business-critical enterprise and compliance systems. This enables further customization with system-level integration for global companies and streamlines the deployment process, helping agents and advisors to start using social media more quickly.

Of course, we won’t stop there. Every day we work closely with the social networks, the regulatory bodies, and you–our customers–to continually improve upon Hearsay Social, the leading social business platform for the financial services industry.
Read the full press release here and learn more: