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

Ratings/Reviews

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

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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
Cloud
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 Not Supported
Version Control Not Supported
E-forms Not Supported
Audio Content Not Supported
Website Management Not Supported
Image Editor Not Supported
Text Editor Not Supported
Document Indexing Not Supported
Video Content Not Supported
Customizable Templates Not Supported
Full Text Search Not Supported

Customer Engagement

Content Syndication Not Supported
Live Chat Not Supported
Feedback Collection Not Supported
Churn Management Not Supported
Analytics Not Supported
Community Management Not Supported
Gamification Not Supported
Video Content Not Supported
Communication Management Not Supported

SMS Marketing

Shortcodes Not Supported
Contact Management Not Supported
MMS Not Supported
Text-to-Win Not Supported
Polls / Voting Not Supported
Mass Texting Not Supported
Message Personalization Not Supported
Reporting/Analytics Not Supported
Mobile Keywords Not Supported
Scheduled Messaging Not Supported
Mobile Coupons Not Supported
2-Way Messaging Not Supported
Artificial Intelligence Not Supported

Social Media Management

Brand Tracking Not Supported
Multi-Account Management Not Supported
Multi-User Collaboration Not Supported
Automated Publishing Not Supported
Customer Engagement Not Supported
Social Media Monitoring Not Supported
Content Management Not Supported
Reporting/Analytics Not Supported
Post Scheduling Not Supported

Social Selling

Single Sign On Not Supported
Performance Metrics Not Supported
Employee Advocacy Not Supported
Lead Engagement Not Supported
Compliance Management Not Supported
Gamification Not Supported
Content Discovery Not Supported
Automated Publishing Not Supported
Social Media Monitoring Not Supported
Pre-Approved Content Library Not Supported
Content Management Not Supported

Hearsay Additional Categories