Creating A New Era For Advisors And Agents

Modern workspace, work culture, and almost everything related to our jobs has changed drastically since the turn of the millennium. Today’s workflow requires technology that’s been designed for P&C, life, and wealth management. Adding a compliance to it would make it complete. This is where Hearsay Systems come in with their complete products, solutions, and services.

Hearsay Systems creates a new era for advisors and agents by ensuring that the human touch is enhanced, rather than replacing it. The company provides workflows designed for wealth management, life, and P&C with compliance built it.

Taking a look, Hearsay Systems provides a wide range of products like Hearsay Social, Hearsay Sites, Hearsay Mail, Hearsay Relate for Text and Voice, Hearsay Compliance, Hearsay Platform, and Hearsay Content. Some of the solutions provided by the company include Sales & Distribution, Marketing, Compliance, IT, and Advisors &Agents.

That’s not all. Hearsay extends its client services to ensure customer advocacy, customer success, professional services, training & education, and support. “We are 100% committed to customer success,” the company says.

Hearsay Systems provides one of the best-in-class CRM integrations, where pre-built integration with Salesforce Sales Cloud, FSC, Microsoft Dynamics 365, and homegrown CRM systems save busy IT teams time and money. The Hearsay platform delivers everything that you need like marketing integration, data & analytics, social media partners, custom advisor sites, archiving, supervision, eDiscovery, organizational management like directory, policy, and under management.

Customer Service Is The Only Priority

It takes more than just the right technology to successfully transform the way business is done. The expert client services by the Hearsay Systems team will help clients guide their organization with the strategies, processes, and best practices that are necessary for successfully implementing a solution, Hearsay Advisor Cloud for instance, across the company.

Focused on driving change in the financial services and insurance world, the Hearsay Customer Success managers are industry veterans, blending tech experience from leaders like Facebook, Salesforce, and Google with financial services experience at firms including JP Morgan, Barclays, and Deutsche Bank. As said, customer service is the only priority here.

Moreover, clients get seamless compliance. Hearsay Systems provides the only Built-in Compliance solution, which means advisors don’t have to authenticate twice. SEC, FINRA, FFIEC, FTC, IIROC, MFDA, FCA coverage are provided right here. Hearsay AI Risk Meter, Blocking and Auto-Remediation, and Contextual Supervision reduces risk while saving team hours per day.

Company Values

GSD

GSD, it expands to Get Stuff Done. At Hearsay Systems, the company holds a bias for action. Getting Stuff Done mentally means that the company values getting the right stuff done at the right quality level.

Kaizen

Kaizen is Japanese for self-improvement. Every day the members of Hearsay Systems push each other to streamline the work, create efficiencies, and improve the overall processes. “At Hearsay Social, we’re always working to improve ourselves and our teammates.”

Customer Focus

With Hearsay Systems, customer focus is what truly comes first. As the company generates some of the world-class solutions for some of the largest financial services companies in the world, they also listen to their customers. Real customer problems are given the utmost priority to help them with what they need the most.

Greet The Pioneer

Clara Shih, CEO and Founder

Clara Shih is CEO and founder of Hearsay Systems, the leading Advisor Cloud company used by over 150,000 advisors and agents to deliver personalized relationships at scale with AI-assisted automation. Marketing and Distribution leaders at the world’s leading financial services companies including Morgan Stanley, New York Life, Allstate, American Family Insurance, Goldman Sachs, Prudential and Allianz partner with Hearsay to get a real-time pulse of field conversations and trigger timely client outreach during moments that matter.

A digital pioneer, Clara developed the first social business application in 2007 and subsequently authored the New York Times-featured best-seller, The Facebook Era, and the sequel, The Social Business Imperative. Clara has been named one of Fortune’s “Most Powerful Women Entrepreneurs,” Fast Company’s “Most Influential People in Technology,” and a “Young Global Leader” by the World Economic Forum. She also has been listed in both Fortune’s and Ad Age’s “40 Under 40,” as well as InvestmentNews’ “40 Under 40” and ThinkAdvisor‘s 25 Industry Influencers.