Hearsay Systems  

San Francisco,  CA 
United States
http://hearsaysystems.com

• Booth: 1433

Hearsay Advisors & Agents

Today’s clients expect timely, personalized communication delivered through the digital channels they use every day.

Hearsay Cloud is the leading digital communications platform for insurance firms, enabling easy and efficient engagement across social networks, email, websites and text messaging. Automated workflows and triggered actions prioritize data across systems and suggest what advisors should do next. Accelerate your productivity and build deeper relationships that drive business growth.

Brett A. Calder Multiple Line General Agent American National “I am quite impressed with Hearsay. In no time at all, my team is able to schedule content campaigns in advance, making our social media presence relevant and current. This will be a very valuable tool for my business.”

Liz McCarthy Agency Communications New York Life “Networking is at the heart of our agents’ business, so we want to empower them to make social business an increasingly core part of their practice. That’s why New York Life partnered with Hearsay to help our agents deepen relationships with their clients, increase their productivity, and grow their business.

Brands: Hearsay Social, Hearsay Compliance, Hearsay Relate, Hearsay Platform, Hearsay Content

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• Solution Demonstrations - Every 15 minutes! Come to Booth # 1433 to Learn More about Hearsay! (Mar 05, 2020)

  Today’s clients expect timely, personalized communication delivered through the digital channels they use every day.

  Hearsay Cloud is the leading digital communications platform for insurance firms, enabling easy and efficient engagement across social networks, email, websites and text messaging. Automated workflows and triggered actions prioritize data across systems and suggest what advisors should do next. Accelerate your productivity and build deeper relationships that drive business growth.

  

  Brett A. Calder
  Multiple Line General Agent
  American National

  “I am quite impressed with Hearsay. In no time at all, my team is able to schedule content campaigns in advance, making our social media presence relevant and current. This will be a very valuable tool for my business.”

  

  Liz McCarthy
  Agency Communications
  New York Life

  “Networking is at the heart of our agents’ business, so we want to empower them to make social business an increasingly core part of their practice. That’s why New York Life partnered with Hearsay to help our agents deepen relationships with their clients, increase their productivity, and grow their business.”

  

  Engage clients across digital channels

  Hearsay Cloud makes it easy to engage prospects and clients across the communication channels they use most – social media, email, local websites and text messaging. Provide a seamless customer experience using a comprehensive and compliant platform built specifically for agents.

  Put the Power of Social Selling, in your Pocket

  Manage your social media on-the-go with the Hearsay mobile app for iOS or Android. Attract prospects, retain customers and grow your business, right from your phone.

  

  

  Deliver a personalized message, on the right channel, at the right moment

  Hearsay Content delivers curated feeds of the most engaging content for your audience. With a personalized onboarding experience that quickly captures information about you and an AI-engine that captures and analyzes which posts get the most engagement, the system is continuously learning and provides content recommendations tailored specifically to you and your clients.

  Make the right next move

  Don’t waste time trying to figure out your next marketing move. Hearsay Cloud scans client activity and behavior and uses machine learning to provide a prescriptive to-do list so you know exactly what action to take next. And Hearsay Triggered Actions take your productivity to the next level with turnkey industry workflows that solve “last mile” interactions with clients — like RMD reminders or meeting confirmations — in just 1-click.

  

  

  Be findable online

  You don’t have to be a website or marketing expert for new clients to find you. With Hearsay, you can easily create and manage a personally and corporate branded online presence including a modern, mobile-friendly agent website and across social networks like LinkedIn, Facebook, Twitter and Instagram.

• Client Success Interview with Leah White of Modern Woodmen of America - 12:45pm on Oct. 26th (Mar 05, 2020)

  Come Hear a Live Podcast Interview @ 12:45pm on Oct. 26th

  Making Local Search a Competitive Advantage

  

  On the heels of a beautiful corporate website overhaul, Modern Woodmen of America chose Hearsay Sites to showcase the unique experience, expertise and community involvement of its financial representatives.

 Press Releases

• Hearsay Systems Launches First SMS Compliance Automation Solution for Financial Advisors (Mar 05, 2020)

  December 23, 2019

  Compliant advisor cloud leader introduces new FINRA, SEC, IIROC, MFDA, and FTC rules engine to enable advisors to meet client expectations for text messaging without creating unmanageable supervision team burden

  SAN FRANCISCO–Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, today announced its latest offering to simplify compliance for modern financial services organizations. The company debuted the first and only automated compliance supervision solution specifically for text messaging to proactively protect firms from financial service and telecommunication industry requirements. This innovative solution leverages industry-specific keyword lexicons powered by Hearsay’s next-generation compliance platform with AI-powered risk meter.

  The powerful new offering provides a set of pre-built lexicon lists that align with firm, industry, and federally mandated advertising regulations. It uses intelligent classifiers to automatically detect any forbidden keywords in employee text messages. Any texts that include a match from lexicon lists are either blocked or an AI-driven risk alert is created for compliance review, preventing any agent or advisor from willingly or unwittingly engaging in unscrupulous practices via text. Besides specific regulatory matches, these pre-built lexicon lists also are designed to discourage specific behavior patterns that would run afoul of FCC and FTC privacy and consumer protection regulations, such as direct solicitation. Hearsay’s lexicons are continuously enhanced based on thousands of decisions made by compliance officers, enabling texting programs to scale without adding additional headcount.

  “Compliance is one of the biggest issues for financial services organizations, and as more and more business is conducted via text, it becomes increasingly complex,” said Chris Fernandes, Head of Legal & Compliance for Hearsay Systems. “We recognized this as a problem for our customers and designed our intelligent, modular lexicons to provide a simple, turnkey solution that protects organizations and field representatives alike. It has never been easier for advisors and agents to adhere to their respective firms’ texting policies or for firms to protect their brand reputation across all channels.”

  The latest compliance supervision capabilities were designed so that any financial services organization can select which terms it would like to utilize from Hearsay’s curated Wealth Management, Property & Casualty, and Life Insurance industry lexicons in order to meet its own organizational risk profile. Organizations can also include any additional lexicon terms that they see fit or use Hearsay’s lexicons to supplement existing lists that are already set up.

  Hearsay’s industry-specific lexicons are built on Hearsay’s next-generation compliance platform, a comprehensive compliance solution that enables firms to easily monitor, supervise, and comply with company policies and industry regulations including FINRA, SEC, FFIEC, NAIC, IIROC, FCA, and MiFID II requirements. The new Advertising Lexicons allows firms to comply with guidance and regulations from MMA, FCC, and FTC. Hearsay’s compliance platform also applies predictive technology to reduce false alerts and help compliance teams focus on activities that pose the highest risk while increasing security coverage and control. In fact, Hearsay found that compliance officers collectively saved nearly 75,000 hours in 2019 by automating manual tasks.

  Applying Hearsay lexicons to texts over its compliance platform, firms are able to not only block outgoing messages based on rules, but monitor activities through a universal supervision dashboard which includes alerts, internal team notes, and text message sampling. Administrators gain flexible policy controls and approval workflows as well. They also can view text message attribution so that they have a record of who said what, when, and to whom. The universal supervision dashboard provides advanced reporting capabilities, both pre-built and custom options, and flexible TCPA Opt-In, Opt-Out and Consent Notice flows. It can be set up based on hierarchy by either region or line of business to meet the needs of complex organization structures.

  Hearsay’s compliance platform captures and logs all mobile voice calling and text message data that can be integrated into a CRM or archive system for activity monitoring and e-discovery. Firms also retain complete ownership of all of their data.

  In addition to its pre-built industry lexicons, Hearsay has a dedicated compliance advisory practice available to review firms’ existing lexicons and provide recommendations to cover new channels and regulatory needs with greater accuracy. To learn more, please visit www.hearsaysystems.com.

  About Hearsay Systems

  Hearsay Systems is reinventing the client experience in wealth management, property and casualty and life insurance with compliant digital communications and workflow solutions. Over 170,000 advisors and agents at the world’s largest financial services and insurance firms leverage Hearsay to engage with customers and build stronger relationships to grow their business.

  With Hearsay Cloud for financial services, advisors and agents provide real-time, personalized and seamless client experiences across the right channel – social, texting and mobile – at the right moment. Automated, pre-built industry workflows for insurance and wealth management provide one-click actionable suggestions for targeted engagement. Built for the enterprise, Hearsay Systems connects data and every client interaction to corporate CRM systems and digital marketing programs – all on a secure, compliant enterprise-ready platform.

  Hearsay is headquartered in Silicon Valley with locations throughout North America, Europe and Asia.

  Contacts
  GMK Communications for Hearsay Systems
  Carmen Mantalas
  carmen@gmkcommunications.com

• Hearsay Systems Launches Hearsay Compliance Advisory Services to Help Financial Services Organizations Adhere to Industry Regulations (Mar 05, 2020)

  November 16, 2019

  Company works with firms and agencies to ensure compliance while helping advisors and agents significantly grow and better serve their client bases

  New offerings assist companies as they prepare for June 30, 2020 Reg BI deadline

  November 15, 2019 — SAN FRANCISCO — Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, today announced the launch of a new consulting practice, Hearsay Compliance Advisory Services, to help financial services organizations adhere to all industry regulations while implementing modern technologies that enable them to efficiently attract new prospects, cultivate leads, and better serve existing clients.

  The new practice is designed to ensure that every financial services organization has the right tools to meet their specific objectives in a compliant manner, particularly in light of new and evolving compliance regulations. This includes the latest Securities and Exchange Commission (SEC) rule, Regulation Best Interest (Reg BI), which goes into effect on June 30, 2020, as well as recently enacted FINRA 2210.

  “As new technologies permeate the financial services industry, compliance issues become more complex. With a constant influx of new regulations and guidelines, organizations are often lost on how to expand existing programs to meet new compliance requests and when to adopt new technologies and practices,” said Donna Prlich, Chief Business Officer of Hearsay Social. “We launched Hearsay Compliance Advisory Services to help our customers easily navigate this complicated landscape by providing both technical and subject matter expertise to optimize Hearsay’s powerful data-driven, customer-centric digital solutions to customers’ ever-changing risk profiles.”

  Hearsay Compliance Advisory Services provides the following offerings:

  • Custom Discovery and Risk Assessment: A well-defined lexicon enables compliance program administrators to efficiently and effectively oversee advisor content. Hearsay partners with organizations to conduct a complete assessment of their lexicon, analyzing flagged content and providing recommendations to minimize false positives while improving supervision effectiveness. Hearsay also will assess customers’ compliance configuration and processes as well as implement changes to enhance the use of the Hearsay platform.
  • Custom Compliance and Supervision Training: To help Hearsay Compliance Administrators increase their value, Hearsay Compliance Advisory Services has created its own certification program in compliance administration. This offering shows exactly how Hearsay Compliance for the Hearsay platform can be used to support digital marketing programs through the full client-advisor/agent life cycle. Compliance administrators take a deep product dive and learn industry best practices that will further key objectives. They also learn how to analyze data and drive efficiency and automation. Additionally, Hearsay works with customers to design and deliver a series of webinars designed to help train an organization’s Hearsay users, create awareness of new features or practices, and/or share best practices. These webinars are tailored specifically an organization’s needs, delivered by Hearsay Customer Education experts, and recorded for future use.
  • Compliance Analytics and Reporting: Advisors need to engage with their clients seamlessly. As such, Hearsay partners with teams to analyze their compliance policies and supervision processes to minimize the firm’s risk while ensuring an efficient client engagement experience for advisors. Hearsay Compliances Services can also create custom compliance reports via Looker based on each individual customer’s requirements.
  • Compliance Resource and Technology Optimization: As organizations evolve and policies and procedures shift, Hearsay configurations may also need to change. Hearsay Compliance Advisory Services partners with teams to reconfigure their supervision dashboard, ensuring that the review process meets the needs of the program. Hearsay will conduct analysis of Compliance Administrators’ supervision dashboard setup and provide additional guidance based on Hearsay and industry best practices. Hearsay can also update fields on advisors’ social media profiles to ensure they are in compliance, which is critical when regulations change or when an organization goes through a name change or merger and acquisition.

  These offerings are customizable to meet each customer’s needs. They can be scoped as individual services or as an annual service.

  “Hearsay has been at the forefront of compliance in the digital era,” said Robert Bartolomeo, Vice President of Professional Services and Customer Success at Hearsay. “Our new Compliance Advisory Services practice takes this up a level to ensure customization, meet organizations where they are, and help them get to where they need to be.”

  For more details on how Hearsay Compliance Advisory Services can help your organization, please visit https://hearsaysystems.com/customers/customer-success-services/.

  About Hearsay Systems

  Hearsay Systems is reinventing the client experience in wealth management, property and casualty and life insurance with compliant digital communications and workflow solutions. Over 170,000 advisors and agents at the world’s largest financial services and insurance firms leverage Hearsay to engage with customers and build stronger relationships to grow their business.

  With Hearsay Cloud for financial services, advisors and agents provide real-time, personalized and seamless client experiences across the right channel – social, texting and mobile – at the right moment. Automated, pre-built industry workflows for insurance and wealth management provide one-click actionable suggestions for targeted engagement. Built for the enterprise, Hearsay Systems connects data and every client interaction to corporate CRM systems and digital marketing programs – all on a secure, compliant enterprise-ready platform.

  Hearsay is headquartered in Silicon Valley with locations throughout North America, Europe and Asia.

  Contacts
  GMK Communications for Hearsay Systems
  Carmen Mantalas
  carmen@gmkcommunications.com

• Hearsay Systems Launches Biometric and PIN App Security to Enhance Secure Client Engagement Via Hearsay Relate (Mar 05, 2020)

  October 24, 2019

  Hearsay Relate becomes the first product to provide both in-app PIN and biometric security for iOS and Android devices, ensuring agent and advisor communications are protected in line with recommendations from FINRA’s 2018 Report on Selected Cybersecurity Practices.

  

  SAN FRANCISCO–(BUSINESS WIRE)–Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, today announced that its innovative Hearsay Relate solution now has biometric and PIN-based security features. This makes it the industry’s first solution to offer this high level of privacy and security across both iOS and Android devices for advisor texting and cellular calling capabilities. With Hearsay Relate, financial services organizations can be sure that every agent and advisor follow mobile application security guidance provided in FINRA’s 2018 Report on Selected Cybersecurity Practices and be confident that potential end-user vulnerabilities are being mitigated.

  “As the rise of attacks on mobile devices coincide with the broadening of corporate device policies, we are at the forefront of security, providing another layer of protection and advancing FINRA’s cybersecurity recommendations,” said Alex Falls, Hearsay.

  By adding biometric and PIN-based security features to Hearsay Relate, its innovative, compliant voice, text messaging, and advisor workflow product, Hearsay increases the protection available for both company and client data at the application level. Because this additional layer of security doesn’t require device management, it enables protection on managed and unmanaged devices to support all mobility models (BYOD, CYOD and COPE) without affecting end-user productivity.

  New Features Make It Simple to Protect Client Data and Communications

  Hearsay Relate provides a dedicated mobile business number for compliant texting and cellular calling on all web and mobile devices. Every call and text are automatically logged, saving advisors and agents the time and hassle of data entry each day. The Relate application can also trigger click-to-call or compliant SMS. Additionally, Hearsay Relate leverages an automated FINRA compliance data model and supervision engine, which saves compliance officers hours of manual approvals per day.

  With the latest security enhancements, Hearsay Relate utilizes the device’s preferred security method―facial recognition, fingerprint or PIN―to unlock for the user, providing nearly instant access to secure conversations. This also ensures that sensitive data stored within the Relate application is protected behind an additional wall of security while preventing sensitive data from being accessed if a device is compromised. These features do not just safeguard from hackers. For example, if an agent’s or advisor’s child finds his or her parent’s phone, the child can’t start texting their clients.

  To learn more about how Hearsay Relate empowers agents and advisors while delivering industry-leading privacy and security controls, please visit https://hearsaysystems.com/solutions/advisors-agents/.

  About Hearsay Systems

  Hearsay Systems is reinventing the client experience in wealth management, property and casualty, and life insurance with compliant digital communications and workflow solutions. Over 170,000 advisors and agents at the world’s largest financial services and insurance firms leverage Hearsay to engage with customers and build stronger relationships to grow their business.

  With Hearsay Cloud for financial services, advisors and agents provide real-time, personalized and seamless client experiences across the right channel – social, texting, and mobile – at the right moment. Automated, pre-built industry workflows for insurance and wealth management provide one-click actionable suggestions for targeted engagement. Built for the enterprise, Hearsay Systems connects data and every client interaction to corporate CRM systems and digital marketing programs – all on a secure, compliant enterprise-ready platform.

  Hearsay is headquartered in Silicon Valley with locations throughout North America, Europe, and Asia. Connect on Facebook, Twitter, LinkedIn, and the Hearsay blog.

  For Editorial Contact:
  Carmen Mantalas for Hearsay Systems
  503-997-5987
  pr@hearsaysystems.com

• Hearsay Systems Founder and CEO Clara Shih Named First Fintech Woman of the Year at Finovate Awards (Mar 05, 2020)

  October 11, 2019

  Shih is recognized as a role model for women on how to break barriers

  

  SAN FRANCISCO–Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, today announced that the company’s founder and CEO Clara Shih was recognized as Fintech Woman of the Year by Finovate. This award is given to a woman whose achievements and work in fintech-related areas of financial services have helped enhance the sector or raise its profile as a career for women – through education, leadership, mentoring, coaching or acting as a role model. 2019 marks the inaugural year for the Finovate Awards program.

  “Finovate has always aspired to highlight the accomplishments of the people and companies driving fintech forward. Our inaugural awards program takes this a step further by celebrating our industry’s brightest stars,” said Greg Palmer, VP of Finovate. “Clara Shih has led the charge of women in fintech since she burst onto the scene. Now she is helping to develop the next generation of leaders. We are delighted to honor her as a true role model.”

  Shih has been known as a trailblazer throughout her career. After graduating #1 in the computer science program at Stanford University, she also received an M.S. in computer science and was named a Marshall Scholar. Shih then went on to develop the first social business application in 2007 before penning the New York Times-featured best-seller, The Facebook Era. After founding Hearsay to provide innovative, compliant fintech solutions for advisors and agents, she authored a sequel, The Social Business Imperative. Shih also became the youngest person invited to join Starbucks board of directors — a position she’s held since 2011.

  To help inspire other women, Shih has consistently prioritized mentoring others. She actively engages with female professionals both formally and informally, embracing the power of connecting, celebrating their successes, navigating through challenges, and counseling through failures to help turn them into valuable learning experiences. At Hearsay specifically, Shih encourages her teams to empower one another through activities such as monthly Ladies of Product meetups.

  Shih has also emphasized making STEM programs appealing and accessible to girls. From working with Maria Klawe, president of Harvey Mudd College, on the school’s STEM program, which now graduates among the highest number of female engineers in the country, to her involvement with Girls Inc, a national organization that inspires all girls to be strong, smart, and bold, Shih is a strong proponent of education and a role model to women and girls at all stages of their journey.

  “I am deeply honored and humbled to receive this award from Finovate– an organization for which I have tremendous respect as its events have moved fintech forward,” said Shih. “I’m proud to see the industry evolving thanks to the contributions of many amazing women. By supporting one another in big and small ways, we can achieve great things and prove to be an example for others, making fintech stronger in the process.”

  With more than 10 years of pioneering financial and banking technology, Finovate created the inaugural Finovate Awards to bring together the best-of-the-best in the financial services industry, recognizing credit unions, banks, fintech firms, and individuals with unique and innovative solutions. The Finovate Awards were developed with a diverse group of judges and 19 categories aimed to highlight innovative financial institutions, products and people from across the industry.

  To view all of the Finovate Award winners, please visit https://finovate.com/drumroll-finovate-awards-winners-announced/.

  About Hearsay Systems

  Hearsay Systems is reinventing the client experience in wealth management, property and casualty, and life insurance with compliant digital communications and workflow solutions. Over 150,000 advisors and agents at the world’s largest financial services and insurance firms leverage Hearsay to engage with customers and build stronger relationships to grow their business.

  With Hearsay Cloud for financial services, advisors and agents provide real-time, personalized and seamless client experiences across the right channel – social, texting, and mobile – at the right moment. Automated, pre-built industry workflows for insurance and wealth management provide one-click actionable suggestions for targeted engagement. Built for the enterprise, Hearsay Systems connects data and every client interaction to corporate CRM systems and digital marketing programs – all on a secure, compliant enterprise-ready platform.

  Hearsay is headquartered in Silicon Valley with locations throughout North America, Europe, and Asia. Connect on Facebook, Twitter, LinkedIn, and the Hearsay blog.

  Contacts
  Carmen Mantalas for Hearsay Systems
  503-997-5987
  pr@hearsaysystems.com

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