Hearsay Systems

Hearsay Systems helps distributed financial services teams connect with clients in a personal and smart way using compliant social media, texting and local websites. The platform helps field teams build stronger relationships by taking advantage of digital channels that are designed to be more personal.

Hearsay Systems' services help you reach more customers for lead generation, optimize sales engagement to capture market share, deliver exceptional customer service to improve retention and find new value through integrations that lower costs and risk. By automating mundane tasks and tapping into the most important field data, you can focus on delivering more personalized and impactful customer interactions.

Key features:

• Compliant Digital Engagement: Manage social media, texting and website interactions while ensuring regulatory compliance.
• Lead Generation and Conversion: Guide field activities to deliver more authentic connections and accelerate lead conversion.
• Sales Engagement Optimization: Capture and leverage field data to trigger timely, relevant outreach and improve conversion rates.
• Client Service Exceptionalization: Automate tasks and delegate work to improve service efficiency and client loyalty.
• Extensive Integrations: Connect with CRM, sales and marketing systems to streamline data collection and analysis.

Hearsay Systems is used by more than 140 of the world's leading financial services companies and is trusted by more than 260,000 financial representatives. The platform is designed to reduce complexity and risk while improving the overall client experience. With enterprise integrations and a compliance-led approach, Hearsay Systems provides a seamless and streamlined experience for users.

Hearsay Systems is suitable for asset management, banking, life insurance, property and casualty insurance and wealth management. The company offers tools that are designed to meet the unique needs of each industry. With Hearsay Systems, you can expect to see an improvement in lead generation, sales conversion and client retention while maintaining regulatory compliance.

To learn more, visit the Hearsay Systems website to explore their resources and product offerings in more detail.

Published on July 7, 2024