Launch a local email marketing program that delivers value
Hearsay Mail makes it easy for advisors to capitalize on one of the most fundamental digital marketing channels. With open, click and response rates well above the industry average, your advisors increase client acquisition and retention — while saving countless hours on email outreach.

Get started quickly with Hearsay Content
Hearsay Content provides email templates and automated campaigns that make it easy to launch your advisor email marketing program. Combine this with your brand content and advisor’s original content for an engaging, high-value content strategy.

Segment each advisor’s book of business with contact lists
Contact lists make it easy for advisors to send the right email to the right clients or prospects. These lists can be automatically synced with your firm’s CRM to align advisor email marketing programs with your firm’s marketing, distribution and client experience objectives.

Maximize ROI by syncing advisor contacts with CRM
Don’t let clients and prospects leave your firm when their advisor gets a new job. Send advisor leads to CRM for corporate remarketing campaigns. This is an extremely cost effective way to increase conversion rates, cross-sell, and more.

Efficient email marketing compliance, at scale
Simplify compliance and supervision across advisor email marketing with pre-approval workflows, real-time alerts, supervision and approval trails, and infraction resolution – all from the Universal Supervision dashboard. Hearsay provides robust compliance functionality for regulated companies, including FINRA, SEC, IIROC, FCA, MiFID II, and CASL-regulated firms.

Easily expand beyond email marketing
Built on the Hearsay platform, Hearsay Mail allows you to quickly add digital sales channels – critical to advisors’ success – in one easy-to-use application. Make it simple for advisors to attract prospects and engage clients across social media, websites, text, voice and email.