Hearsay Systems

Want to make the most of LinkedIn in 2021? @GrahamAikin, social-selling expert from HNW Social Media Solutions Ltd, and @MeganAnderle from LinkedIn, will be sharing content marketing best practices for financial services. Click here to sign up for this webinar happening tomorrow, Thursday Feb 4th at 7am PT/10am ET.

Last week, Hearsay celebrated our first-ever virtual Company Kick-Off, bringing teams together from all over the world. In 2021, it remains as important as ever to connect, and we were inspired to scale new heights and take on the challenges and opportunities ahead! Thank you to our amazing team for a productive and FUN week. Interested in ascending to the top with us? Check out our Careers page here.

Hearsay customer Truist is building a new brand amidst a pandemic, a social justice movement and remote work. Sheri Malmgren, Head of Social Media and Influencer Marketing, shares how social media has become "a more powerful tool than ever before for people to stay connected and be relevant," especially in the absence of face-to-face interactions. Read more in American Banker.

Are you up to speed on the SEC's Modernized Marketing Rule? The landmark revision is designed to align with more modern, digital practices and aims to simplify and harmonize guidelines. Bill Simpson, Senior Compliance Manager at Hearsay, summarizes the potential impact for financial services in this blog post.

Hearsay is honored to be included on @DailyFinance's list of top FinTech companies to work for based out of San Francisco! What's more? We're hiring key roles to support our explosive growth! Visit our careers page to see if you might be a fit.

We’ve seen our branches use their Hearsay Social and Hearsay Sites digital tools to create new marketing playbooks, as many of their traditional community engagement efforts aren’t possible in the current environment, said Karen Shakoske, Janney’s senior vice president of Marketing Communications, in a statement. Read the article to see just how much things have changed and how they're using the Hearsay platform to stay ahead.

For centuries, insurance firms have played a critical role in helping businesses and families survive the hardest of times, and digital evolution has been critical to success. But the real key is leveraging technology to deliver authenticity in the last mile. Read these 5 insights shared in a fireside chat at the recent #ITC Global, when InsureTech Connect CEO and co-founder Jay Weintraub moderated a powerful conversation between Guardian Life CEO, Andrew McMahon, and Hearsay Co-founder & Chair, Clara Shih.

Email-based archiving meets regulatory requirements, but is there a way to make your compliance teams more efficient and effective? Read this blog from Hearsay Compliance Principal Iain Duke-Richardet to learn more.

Now is the time compliance teams at financial services organizations should be reexamining their policies around communication channels to ensure appropriate use of electronic communications. As noted in this article from Think Advisor, the SEC is taking notice, and our very own Iain Duke-Richardet weighs in.

Clara Shih, Hearsay Co-founder and Executive Chairwoman, joined Suzanne Siracuse’s new podcast, The Big Reveal, which aims to bring personal interviews with wealth management industry innovators and leaders to life. Read the blog for a few highlights and a link to the full podcast.

Our new CEO, Mike Boese, will be speaking on the Fundamental Shifts panel at SIFMA's Annual Meeting on 10/19. The panel will share perspectives on what the #newnormal looks like across all aspects of capital markets. Mike will discuss the elements of #digitalselling that are notably critical right now and how Hearsay has seen firms evolve their models to deliver a human #clientexperience even when we humans can't be face to face. Joining Mike on this thought-provoking panel are Martin Boyd, John Kain, Scott Zoldi, and Robert Popowski. For more info: https://sifmaannual.splashthat.com/

Every component of the insurance value chain is being disrupted, but one matters most - the last mile of customer engagement. Register for InsureTech Connect to hear visionary leaders Andrew McMahon, CEO-elect of Guardian Life, and Clara Shih, Executive Chairwoman of Hearsay Systems, discuss how last-mile digital engagement drives both growth and efficiency, and explore what the pandemic has shown us about the importance of human-first digital engagement.

Talented professionals around the globe have found themselves unemployed and searching for their next role. In this article, two founders who've weathered recessions and hired their fair share of candidates share excellent advice on how to persevere. Read more from Clara Shih, Founder & Executive Chairwoman of Hearsay and Kenneth Lin, Founder & CEO of CreditKarma, in this article.

No one switches financial firms because of their mobile app. A trusted relationship is what clients are willing to pay a premium for. This blog post and accompanying downloadable guide outline what it takes to help your agents/advisors humanize the digital client journey and deliver authentic last-mile communications.

Our current reality necessitated a new social model that has had a significant impact on the way financial advisors make new contacts, develop trust with prospects, and create customer loyalty. Join this session to get a roadmap for supporting advisor-client human connection in a socially distanced world. You'll hear our experts explore how marketing and compliance can best partner to be more agile, how to bolster the critical elements of digital selling that are essential to sales excellence right now, and how to evolve your human-client experience model. Register at https://www.sifma.org//client-engagement-in-a-socially-di/

Clara Shih, co-founder and Executive Chairperson at Hearsay, sat down with The San Francisco Business Times to discuss her journey as a woman in tech and share a few key lessons she has gathered along the way. https://www.bizjournals.com//clara-shihs-inspirational-wom

If your firm hasn't activated compliant text messaging as a channel to drive authentic client engagement, read this data-filled blog post for insight into opportunities you might be missing.

Recently, 'CRM Playaz Weekly' featured our very own Clara Shih, Executive Chairperson, and Leslie Leach, VP of Marketing. This internet talk show hosted by CRM analysts and consultants Brent Leary and Paul Greenberg had lots of talk about Hearsay and CRM, but there was also some football chat...which quickly went downhill. https://www.facebook.com/watch/live/?v=314624712990060&ref=watch_permalink