Hearsay

Hearsay

Hearsay Systems
+
+

Related Products

  • Predict360
    18 Ratings
    Visit Website
  • Birdeye
    4,881 Ratings
    Visit Website
  • Odoo
    1,638 Ratings
    Visit Website
  • Pipeliner CRM
    748 Ratings
    Visit Website
  • CallHub
    424 Ratings
    Visit Website
  • Tremendous
    1,749 Ratings
    Visit Website
  • Eurekos
    75 Ratings
    Visit Website
  • DAT
    323 Ratings
    Visit Website
  • Caller ID Reputation
    24 Ratings
    Visit Website
  • Extole
    67 Ratings
    Visit Website

About

Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including New York Life, Morgan Stanley, Charles Schwab, and Ameriprise—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner. Hearsay is headquartered in San Francisco, with globally distributed teams throughout North America, Europe and Asia.

About

We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial Services

Audience

Companies searching for a solution to manage and improve their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Hearsay Systems
United States
www.hearsaysystems.com

Company Information

MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com

Alternatives

Denim Social

Denim Social

Denim Software, Inc.

Alternatives

Sticky Advisor

Sticky Advisor

stickypages
ProMetrix

ProMetrix

Verisk Analytics
AdminSeg

AdminSeg

ArWebs.Net
Moneytree

Moneytree

Moneytree Software

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Global Relay

Integrations

Global Relay
Claim Hearsay and update features and information
Claim Hearsay and update features and information
Claim MyPlanMap and update features and information
Claim MyPlanMap and update features and information