Solution introduction

Hearsay Social empowers financial services teams to leverage social media to attract prospects, retain clients, and grow business. The enterprise-ready solution boosts advisor and agent productivity while ensuring brand integrity and compliance for organizations

Over 170,000 advisors use Hearsay Social every day to reach their customers and prospects on the leading social networks, including Facebook, LinkedIn, Twitter, and Instagram. Hearsay Social boosts reach and productivity while safeguarding against compliance risk

Hearsay Social is the leading social selling tool for financial advisors. That’s why more than 170,000 advisors at the world’s most successful firms rely on it to attract prospects, retain clients, and grow their book of business. 

How? Hearsay Social makes it easy to nurture clients and prospects with personalized content, then connect one-on-one at moments that matter. The simple, mobile-first approach turns social media into a sales tool for even the most seasoned advisors.

Built for the enterprise, Hearsay Social includes robust compliance and supervision functionality, seamless integration with critical applications like CRM, and tools to demonstrate the ROI of your program — all backed by partnership with our industry-leading Client Services team.

Key Benefits:

  • Turn social media into a sales tool for every advisor. Hearsay Social is more than just posting content, it automates social selling across the client journey to attract, grow, and retain more business.
  • Expand corporate marketing reach and brand governance. Hearsay Social empowers your field team to deliver a unified brand message while driving ROI back to the corporate website and content.
  • Efficiently mitigate risk across social media channels with automated compliance & supervision workflows. Hearsay integrates with existing systems and hierarchies to roll out social programs at scale without additional headcount.

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