Hearsay Systems offers the Hearsay Advisor Cloud for financial services, digitizing painful manual processes and freeing up advisors to provide proactive, timely service for clients. Hearsay’s pre-built industry workflows for insurance and wealth management provides one-click actionable suggestions for advisors to engage with clients efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Built for the enterprise, Hearsay Systems connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform. Hearsay Systems is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.
Raymond James Financial; 24Hour Fitness; Allianz Global Investors; AXA Equitable; Bank of the West; CORT; Farmers Insurance Group; Modern Woodmen of America; Mortgage Master; Mutual of Omaha; Nationwide Insurance; Northwestern Mutual; Pacific Union International; PrimeAmerica; RPM Mortgage; Shaklee; Southwest Business Corporation; Thrivent for Lutherans; Wunderlich Securities; Ziegler