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Hearsay Systems offers leading Advisor Cloud solutions for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business.
Social Publishing Software
• Discover new opportunities and respond with the right message • Easy, scalable content marketing • Predictive content library • Unified view of client engagement • Personalized emails • Actionable analytics and a prescriptive to-do list • SEO Ready Modern web program
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
What is best?
• Discover new opportunities and respond with the right message • Easy, scalable content marketing • Predictive content library • Unified view of client engagement • Personalized emails
What are the benefits?
• Easy scalable content marketing • Actionable analytics and prescriptive to do list • One solution for your social media • Compliance across devices • Notifications on important client activities across digital channels • Supervision for texting • Easily separate business and personal messaging • Pre-approving of content before publishing
Aggregated User Rating
Ease of use
Features & Functionality
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Hearsay Social provides a unified place for advisors to engage with clients across social networks including Facebook, LinkedIn, Twitter and Google+. In addition to posting content, receiving signals and reviewing metrics, Hearsay 360’s actionable to-do list tells advisors exactly which digital actions they should take next to grow business.
Aggregated User Rating
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Hearsay Social is a web-based social customer relationship management (CRM) software suite best suited for financial services businesses. Hearsay Socials' Predictive Social Suite allows you to engage with your target audiences and manage your social and web presences from a comprehensive dashboard.
The software sifts out social signals and provides useful recommendations by taking advantage of natural language processing (NLP) technology. The analytics feature allows you to track customer engagement with respect to specific social media campaigns, providing you with robust compliance and also catering to the needs of regulated financial companies with the help of pre-approval processes, real-time updates and infringement resolution.
Hearsay also gives you access to a patent pending rogue-page finder feature that detects unauthorized use your organization's brand on the Web and helps initiate curative actions instantly. With Enterprise Compliance you are able to reduce risk and empower your employees to engage with clients. Hearsay sites deliver a uniquely integrated supervision and record-keeping experience so you as an advisor can submit content for review before publishing to your website or choose from a library or preapproved content. All your website activity is visible in the Universal Supervision Dashboard so the you and your team have a complete view of advisor activity.
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