Audience

Financial Services

About Hearsay

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.

Integrations

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Company Information

Hearsay Systems
United States
www.hearsaysystems.com

Videos and Screen Captures

Hearsay Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Not Offered
Support
Phone Support

Hearsay Frequently Asked Questions

Q: What kinds of users and organization types does Hearsay work with?
Q: What languages does Hearsay support in their product?
Q: What kind of support options does Hearsay offer?
Q: What type of training does Hearsay provide?

Hearsay Product Features

Content Management

SEO Management
Version Control
E-forms
Audio Content
Website Management
Image Editor
Text Editor
Document Indexing
Video Content
Customizable Templates
Full Text Search

Customer Engagement

Content Syndication
Live Chat
Feedback Collection
Churn Management
Analytics
Community Management
Gamification
Video Content
Communication Management

SMS Marketing

Shortcodes
Contact Management
MMS
Text-to-Win
Polls / Voting
Mass Texting
Message Personalization
Reporting/Analytics
Mobile Keywords
Scheduled Messaging
Mobile Coupons
2-Way Messaging
Artificial Intelligence

Social Media Management

Brand Tracking
Multi-Account Management
Multi-User Collaboration
Automated Publishing
Customer Engagement
Social Media Monitoring
Content Management
Reporting/Analytics
Post Scheduling

Social Selling

Single Sign On
Performance Metrics
Employee Advocacy
Lead Engagement
Compliance Management
Gamification
Content Discovery
Automated Publishing
Social Media Monitoring
Pre-Approved Content Library
Content Management

Hearsay Additional Categories