Hearsay Systems
Hearsay Systems is a technology company that provides a Client Engagement Platform to enhance digital communications for over 261,000 advisors and agents in the financial services industry, ensuring compliance with regulatory standards.
Services
Hearsay Systems empowers over 261,000 advisors and agents by providing a suite of tools designed to guide and capture digital communications in a compliant manner. The Client Engagement Platform includes solutions for social media, texting, local websites, and voice communications, ensuring comprehensive client interaction. With integrations to major CRM systems like Salesforce, Hearsay Systems enhances client engagement and data synchronization. Their compliance solution ensures that all digital communications adhere to industry regulatory standards.
Headquarters and Offices
Hearsay Systems is headquartered in San Francisco, indicating a strong presence in the technology hub of the United States. The company also has additional offices strategically located in Salt Lake City, Seattle, New York, Toronto, London, Budapest, and Manila. These locations enable Hearsay Systems to support a diverse, global client base effectively.
Partners
Hearsay Systems partners with over 100 leading global financial services firms across various sectors including asset management, wealth management, property & casualty insurance, life insurance, and banking. These partnerships demonstrate Hearsay Systems' commitment to providing specialized and effective digital communication solutions tailored to the needs of the financial services industry.
Client Engagement Platform
Hearsay Systems offers a robust Client Engagement Platform that features solutions for social media, texting, local websites, and voice communications. This platform is designed to streamline and enhance client interactions, providing tools for advisors and agents to efficiently manage and engage with their clients. Additionally, the platform integrates seamlessly with major CRM systems such as Salesforce, allowing for enhanced data synchronization and client management capabilities.
Hearsay Summit
Hearsay Systems hosts the annual Hearsay Summit, an event aimed at fostering community within the financial services industry. This event provides a platform for advisors, agents, and industry professionals to share insights, best practices, and developments in digital communication strategies. The Hearsay Summit serves as a valuable opportunity for networking and professional growth.
Compliance Solutions
Hearsay Systems offers a comprehensive compliance solution designed to ensure that all digital communications adhere to regulatory standards. This solution is integral for financial services firms that must navigate complex regulatory environments. By providing tools that ensure compliance across various digital platforms, Hearsay Systems helps firms mitigate risk and maintain regulatory integrity.