Hearsay

Hearsay

Hearsay Systems
+
+

Related Products

  • Predict360
    18 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • Odoo
    1,714 Ratings
    Visit Website
  • Birdeye
    5,192 Ratings
    Visit Website
  • CallHub
    427 Ratings
    Visit Website
  • Eurekos
    96 Ratings
    Visit Website
  • Sogolytics
    869 Ratings
    Visit Website
  • Boostero
    64 Ratings
    Visit Website
  • CXT Software
    70 Ratings
    Visit Website
  • SurveySparrow
    3,065 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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial Services

Audience

Companies searching for a solution to manage and improve their operations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc

Categories

Categories

Financial CRM Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Not Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Integrations

Global Relay Supported

Integrations

Global Relay Not Supported
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