HearsayHearsay Systems
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Zywave Client CloudZywave
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Related Products
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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.
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About
A lot of agencies say they offer superior customer service, but what additional resources and tools do you truly provide? Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round. Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Provide them access to tools and a content library to help them maintain compliance and avoid potential penalties. It is easier than ever for you to provide the training courses your clients and their employees need in an easy-to-use learning management system (LMS).
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial Services
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Audience
Insurance brokers and agencies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHearsay Systems
United States
www.hearsaysystems.com
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Company InformationZywave
Founded: 1995
United States
www.zywave.com
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Categories |
Categories |
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Integrations
Global Relay
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