at Financial Technnology Year

This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.

Hearsay Relate from Hearsay Systems

Mobile-first client engagement platform designed specifically for insurance agents. Features compliant text messaging, voice calls, automatic activity logging to CRM systems, pre-approved content sharing, and relationship analytics to help agents stay connected with clients.

Is this your product?

More about Hearsay Systems

Product analysis by function

Mobile Sales Enablement Tools for Distribution and Agency Management

Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
More Mobile Sales Enablement Tools More Distribution and Agency Management ...

User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)

Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management
(0 Yes /0 Known /9 Possible features)

Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)

Payments & Collections
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(0 Yes /0 Known /9 Possible features)

Integration & Interoperability
(0 Yes /0 Known /7 Possible features)

Security, Compliance & Data Privacy
(0 Yes /0 Known /9 Possible features)

Agent Productivity & Collaboration
(0 Yes /0 Known /8 Possible features)

Training & Knowledge Resources
(0 Yes /0 Known /8 Possible features)

Deployment & Support
(0 Yes /0 Known /8 Possible features)

Marketing Automation Systems for Business Development and Marketing

Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems More Business Development and Marketing ...

Lead Management
(0 Yes /0 Known /11 Possible features)

Campaign Management
(0 Yes /0 Known /12 Possible features)

Email Marketing
(0 Yes /0 Known /10 Possible features)

Workflow & Automation
(0 Yes /0 Known /9 Possible features)

Integration Capabilities
(0 Yes /0 Known /8 Possible features)

Compliance & Security
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(0 Yes /0 Known /9 Possible features)

Client Engagement Tracking
(0 Yes /0 Known /7 Possible features)

Content Management
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)

Scalability & Performance
(0 Yes /0 Known /7 Possible features)

Communication Management Systems for Client Services

Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
More Communication Management Systems More Client Services ...

Channel Support and Integration
(0 Yes /0 Known /11 Possible features)

Compliance, Recording & Archiving
(0 Yes /0 Known /11 Possible features)

Performance and Scalability
(0 Yes /0 Known /10 Possible features)

Security
(0 Yes /0 Known /10 Possible features)

Agent Productivity and Workflow
(0 Yes /0 Known /10 Possible features)

Client Experience and Self-Service
(0 Yes /0 Known /10 Possible features)

Integration and API Ecosystem
(0 Yes /0 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /10 Possible features)

Artificial Intelligence and Automation
(0 Yes /0 Known /10 Possible features)

Customization and Branding
(0 Yes /0 Known /10 Possible features)

Support & Vendor Management
(0 Yes /0 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Multi-device support Supports smartphones, tablets, and possibly specialized hardware.		No information available
Offline functionality Ability to access and use core features without an active internet connection.		No information available
Multilingual interface Provides an interface in multiple languages to support diverse agent populations.		No information available
Configurable dashboards Allows users to customize their landing dashboards for relevant insights.		No information available
Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.).		No information available
Real-time interface responsiveness Measures how quickly the user interface updates based on user input.		No information available
Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks.		No information available
Guided onboarding Step-by-step guidance for new users to become proficient quickly.		No information available
Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.).		No information available
Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access.		No information available
Dark mode Option for a user interface that reduces eye strain in low-light conditions.		No information available

Instant quote generation Ability to produce quotes in real time based on inputted customer data.		No information available
Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules.		No information available
Policy binding from the field Agents can bind policies without waiting for office approval.		No information available
E-signature capture Enables clients to sign applications and documents digitally.		No information available
Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files.		No information available
Pre-filled forms Auto-populates customer or policy data to minimize manual entry.		No information available
Real-time premium calculation Calculates policy premiums instantly as user changes options or values.		No information available
Quote-to-bind turnaround time Average duration from quote initiation to policy binding.		No information available
Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot.		No information available
Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options.		No information available
Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.).		No information available

Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface.		No information available
360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view.		No information available
Activity logging Automatically records agent actions and key events for compliance and follow-up.		No information available
Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers.		No information available
Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure.		No information available
Duplicate record detection Alerts users to potential duplicate customer entries.		No information available
Client communication history Stores email, SMS, and call history related to each customer.		No information available
Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system.		No information available
Import/export capability Supports bulk customer data import or export.		No information available

Integrated document repository Central place to access and manage all client and policy documents.		No information available
Document versioning Tracks and manages different versions of files uploaded or edited.		No information available
Searchable document database Ability to search and filter documents using keywords and metadata.		No information available
Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device.		No information available
Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests.		No information available
Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents.		No information available
Document scanning via camera Translates photos or scans of documents into digital records.		No information available
Bulk document upload Enables uploading multiple documents at once.		No information available
Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal.		No information available

Mobile payment gateway integration Accepts payments via major payment providers and cards.		No information available
Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges.		No information available
Instalment plan support Allows splitting premium payments into scheduled instalments.		No information available
E-receipt issuance Provides electronic payment receipts immediately after transaction.		No information available
Automatic payment reminders Notifies clients and agents about upcoming payment deadlines.		No information available
Payment status monitoring Real-time update on the payment success, failure, or pending status.		No information available
Refund processing Supports initiation of premium refunds from the mobile app.		No information available
Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing.		No information available
Transaction speed Average time for payment transaction to complete.		No information available

Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports.		No information available
KPI dashboards Widgets and charts displaying key performance metrics in real time.		No information available
Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates.		No information available
Policy lapse analysis Detect and report on lapses or cancellations by segment.		No information available
Product mix analysis Breakdown of sales by product, coverage type, or demographic.		No information available
Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets.		No information available
Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes.		No information available
Export to Excel/CSV/PDF Enables reports and analytics data to be exported.		No information available
Real-time data refresh rate Frequency with which data on the dashboard is updated.		No information available

APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms.		No information available
Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs.		No information available
Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML.		No information available
Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.).		No information available
Automated data sync frequency How often syncing occurs between devices and central servers.		No information available
Webhooks Supports triggering workflows or alerts based on app events.		No information available
Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality.		No information available

Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data.		No information available
Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.).		No information available
Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions.		No information available
Audit logs Maintains comprehensive and non-editable logs of all critical actions.		No information available
Device/app remote wipe Allows wholesale data wipe from lost/stolen devices.		No information available
Two-factor/multi-factor authentication Requires extra authentication steps for higher security.		No information available
Session timeout Automatic logout after a defined period of inactivity.		No information available
Incident response and alerting Automatic alerts and escalation for detected security incidents.		No information available
Data retention controls Configurable data retention periods based on policy or regulation.		No information available

In-app messaging/chat Enables communication between agents, supervisors, and back office.		No information available
Team calendar integration Shares calendars and schedules across agents and teams.		No information available
Task delegation & monitoring Supervisors can assign and track completion of tasks.		No information available
Internal announcement board Space for organization-wide news, product updates, and motivational content.		No information available
Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app.		No information available
Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office.		No information available
Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients.		No information available
Performance leaderboard Shows real-time performance rankings among agents.		No information available

In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides.		No information available
Video training modules Access to short tutorials and explainer videos within the application.		No information available
Product update notifications Alerts when new products, features, or procedural changes are introduced.		No information available
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements.		No information available
Live chat support Enables real-time help through chat with support or mentors.		No information available
Self-assessment quizzes Tests agent knowledge of products and compliance topics.		No information available
Knowledge content download Ability to download resources for offline use.		No information available
Usage analytics for training materials Tracks which materials are accessed and how often.		No information available

Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates.		No information available
App store distribution Can be published or privately distributed via major app stores (Apple, Google).		No information available
Centralized push updates Allows for remote, simultaneous updates to all user devices.		No information available
Multi-level support (chat, phone, email) Range of support options for users in the field.		No information available
Self-service troubleshooting tools Wizard-driven diagnostics for common issues.		No information available
Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready.		No information available
Usage reporting to IT/admins Accessible reporting on user adoption and health status.		No information available
Device compatibility matrix List of supported operating systems and device models.		No information available

Lead Capture Forms Customizable web forms to capture lead information directly into the system.		No information available
Lead Scoring Assigns scores to leads based on engagement or quality criteria.		No information available
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors.		No information available
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff.		No information available
Duplicate Detection Identifies and manages duplicate lead entries.		No information available
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics).		No information available
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc).		No information available
Number of Leads Supported Maximum volume of leads the system can manage.		No information available
Real-Time Lead Notifications Instant alerts when new leads are captured.		No information available
Lead Source Tracking Tracks where and how a lead originated.		No information available
Custom Lead Fields Ability to define custom data fields for unique attributes.		No information available

Multi-Channel Campaigns Support for email, SMS, social media, and other channels.		No information available
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content.		No information available
Template Library Ready-made templates for common campaign types.		No information available
A/B Testing Ability to test multiple variations of campaign elements.		No information available
Campaign Scheduling Plan and schedule in advance when campaigns are delivered.		No information available
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions.		No information available
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit).		No information available
Contact List Management Organize and maintain campaign recipient lists.		No information available
Campaign Performance Analytics Detailed reporting on campaign results and engagement.		No information available
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current.		No information available
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously.		No information available
Approval Workflows Campaign content and flow requires approval from designated team members or compliance.		No information available

Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation.		No information available
Responsive Email Design Templates and previews optimized for mobile and desktop.		No information available
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation.		No information available
Bounce Management Automatic handling of hard/soft bounces and removal from future sends.		No information available
Open/Click Tracking Monitor who opens or clicks emails.		No information available
Email Throttling Controls volume/rate of outbound emails to avoid spam filters.		No information available
SPF/DKIM/DMARC Authentication Supports modern email authentication standards.		No information available
Dynamic Content Blocks Conditional display of email sections based on user data.		No information available
Send Time Optimization Automatic selection of optimal send times for highest engagement.		No information available
Email Previews Preview how email appears across devices and clients.		No information available

Workflow Builder Visual design tool to create and modify automations and sequences.		No information available
Conditional Logic Branch automations based on user actions, profile data, or events.		No information available
Task Assignment Automatically assigns follow-ups or next actions to team members.		No information available
Internal Notifications Triggers for staff via email, SMS, or in-app alerts.		No information available
External Triggers Initiate automations based on events in other apps (via integration).		No information available
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing.		No information available
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding).		No information available
Error Handling Options to manage failures in automations (e.g., fallback steps).		No information available
Workflow Reporting Analytics to monitor and optimize automation effectiveness.		No information available

CRM Integration Native or API connections to customer relationship management platforms.		No information available
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar.		No information available
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems.		No information available
Contact Synchronization Two-way sync with contact books or directories.		No information available
API Availability Public or partner APIs to support customization and other integrations.		No information available
Webhooks Real-time event-driven integrations with external systems.		No information available
Zapier/Connector Support Works with integration platforms for non-technical automation.		No information available
Number of Supported Integrations Quantity of third-party tools with available native integrations.		No information available

Concurrent User Support Maximum number of users that can operate the system simultaneously.		No information available
Message Throughput Number of processed messages per second.		No information available
Recording Retention Capacity Total duration or count of recordings that can be stored.		No information available
Latency System response time for message delivery or retrieval.		No information available
Uptime Guarantee Vendor-promised service availability.		No information available
Auto Scaling Ability to automatically scale system resources based on demand.		No information available
Load Balancing Balancing of workloads across server resources to optimize performance.		No information available
Failover and Redundancy Automatic failover and redundancy configurations.		No information available
Disaster Recovery Comprehensive disaster recovery capabilities and tested plans.		No information available
Content Delivery Network (CDN) Use of a CDN for fast global access to stored content and messages.		No information available

Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts.		No information available
Configurable Workflows Ability to customize workflows to internal processes.		No information available
Custom Notification Rules Define alert and notification logic to suit business needs.		No information available
Modular Feature Enablement Turn modules on/off as needed for specific user groups.		No information available
Custom Portal Domains Branded portal/domain for client-facing interfaces.		No information available
Localization Support Customize system language, time zone, and regional settings.		No information available
Personalized Reporting Dashboards Enable each user/role to have a custom analytics homepage.		No information available
UI Widgets/Extensions Support for custom UI widgets or plugin extensions.		No information available
White-labeling Options Remove vendor branding for full white-label deployment.		No information available
Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms.		No information available

24/7 Support Availability Access to live support at all times.		No information available
Dedicated Account Manager Named support representative for each client.		No information available
Comprehensive Onboarding and Training Structured onboarding and training programs for firm users.		No information available
User Community/Forums Online user communities for knowledge sharing.		No information available
Service Level Agreement (SLA) Contractually defined levels of support and uptime.		No information available
Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides.		No information available
Multi-Tier Support Plans Offering of basic, advanced, and premium support levels.		No information available
Customer Success Programs Proactive programs to drive adoption and best practices.		No information available
Regular Product Updates Frequent enhancements and bug fixes.		No information available
Third-Party Audit Reports Availability of security, compliance, or performance audit documentation.		No information available

FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures).		No information available
Role-Based Access Controls Granular controls for user access to features and data.		No information available
Audit Trail Comprehensive log of all changes and user actions.		No information available
Data Encryption Encryption in transit and at rest for all sensitive data.		No information available
User Authentication Multi-factor authentication and secure login options.		No information available
Data Retention Policies Controls over how long data is stored or archived.		No information available
Secure Data Export Options for encrypted download of client or marketing data.		No information available
Consent Management Tools to track and manage user marketing preferences and consent.		No information available
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance.		No information available

Customizable Dashboards User-defined dashboards for quick overview of KPIs.		No information available
Real-Time Analytics Live reporting on activities, leads, and campaigns.		No information available
Attribution Reporting Tracks which touchpoints drive conversions.		No information available
Funnel Analysis Visualizes where leads drop off and progress through stages.		No information available
ROI Calculation Shows financial return for each campaign and channel.		No information available
Scheduled Report Delivery Automated distribution of reports to stakeholders.		No information available
Exportable Reports Downloadable in common formats (PDF, CSV, XLS).		No information available
Custom Report Builder Flexible creator for ad hoc or bespoke reports.		No information available
Number of Standard Reports Quantity of built-in, ready-to-use reports.		No information available

Interaction History Chronological log of all communications and meetings.		No information available
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites.		No information available
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc.		No information available
Survey/Feedback Tools Collects client satisfaction or NPS scores.		No information available
Document Engagement Analytics Tracks when client-facing documents are opened or read.		No information available
Communication Frequency Analytics Monitors how often clients are contacted.		No information available
Time to Initial Response Average response time from lead inquiry to first contact.		No information available

Content Library Central repository for marketing collateral, templates, disclosures, etc.		No information available
Version Control Tracks changes and access to documents over time.		No information available
Approval Workflows Content must be reviewed/approved before use.		No information available
Search and Tagging Quickly locate and filter content by tags, categories, keywords.		No information available
Personalized Content Distribution Delivers specific content to target segments or individuals.		No information available
Integration with Client Portals Ability to publish or share content directly to portals.		No information available
Content Expiry/Retention Settings Automatic management and archiving of outdated content.		No information available

Mobile App Availability Is there a native mobile application for advisers and/or clients?		No information available
Browser Compatibility Works on all major browsers without loss of functionality.		No information available
Customizable User Interface Users can adapt layout, dashboards, and key settings.		No information available
Accessibility Compliance Supports standards for screen readers and accessible navigation.		No information available
Multi-Language Support User interface and communications available in various languages.		No information available
User Training Resources Guides, videos, or embedded help for staff onboarding.		No information available
System Uptime Average percentage of time system is available during a year.		No information available

Concurrent User Capacity Maximum number of users that can be active at the same time.		No information available
Bulk Data Handling Support for large lists, imports, and batch campaign actions.		No information available
Cloud Hosting Is the platform hosted in a scalable cloud environment?		No information available
Performance SLAs Documented guarantees on speed and reliability.		No information available
Auto-Scaling Infrastructure System can dynamically expand resources based on usage.		No information available
Data Storage Limit Maximum size of data that can be stored.		No information available
API Call Rate Limit Maximum API calls supported per second/minute.		No information available

Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media.		No information available
Channel Unification Unified view of all communications regardless of channel.		No information available
Channel Switching Ability to switch or escalate conversations between channels seamlessly.		No information available
APIs for Channel Integration Availability of APIs for custom integration with new channels.		No information available
Supported Social Platforms Number of social networks natively supported (e.g., Twitter, LinkedIn, Facebook).		No information available
Third-Party Integration Support for integrating third-party messaging and telephony solutions.		No information available
Mobile Channel Support Capability to support mobile-specific channels and apps.		No information available
Automated Distribution Automatic routing of incoming messages to the appropriate agent/team.		No information available
Outbound Communication Capabilities Ability to initiate outbound calls, emails, or chats from the platform.		No information available
Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel.		No information available
Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels.		No information available

Call Recording Automatic recording of voice interactions.		No information available
Chat/Email Archiving Archival of written communications for future reference and audit.		No information available
Retention Policy Management Customizable message retention periods to match regulatory mandates.		No information available
Searchable Archives Ability to perform keyword or filter-based search through archived communications.		No information available
Secure Storage Data encryption at rest and in transit for archived communications.		No information available
Audit Trails Detailed tracking of communications for auditing purposes.		No information available
Export Capabilities Ability to export records or transcripts for regulatory requests.		No information available
Legal Hold Ability to place specific records on legal hold to prevent deletion.		No information available
Data Purging Automation Automated deletion of records based on defined retention policies.		No information available
Compliance Certifications Certified compliance with relevant financial or data privacy regulations.		No information available
Backup Frequency Frequency with which backups of communications are performed.		No information available

End-to-End Encryption Encryption of data in transit and at rest from sender to receiver.		No information available
Multi-Factor Authentication MFA for agent and administrator access.		No information available
Role-Based Access Control Granular user permission management based on roles.		No information available
SOC 2/ISO 27001 Certification Industry-standard security certifications.		No information available
Single Sign-On (SSO) Ability to log in using a firm’s SSO infrastructure.		No information available
Intrusion Detection System (IDS) Monitoring for and alerting of suspicious or unauthorized activities.		No information available
Granular Audit Logs Detailed system activity logging for access and events.		No information available
Data Loss Prevention (DLP) Enforcement of policies to prevent unauthorized data sharing.		No information available
Automatic Session Timeout Automatic logout after a specified period of inactivity.		No information available
Custom Security Policies Ability to define firm-specific security policies.		No information available

Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks.		No information available
Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team.		No information available
Macros and Templates Pre-defined responses or templates for frequent client interactions.		No information available
CRM Integration Native or API-based integration with customer relationship management systems.		No information available
Case Management System for managing open/closed client requests and issues.		No information available
Internal Chat/Collaboration Channel for agents to communicate internally without leaving the platform.		No information available
Notifications and Alerts Real-time notifications for new messages or urgent action items.		No information available
Automated Follow-Up Automated reminders or follow-up tasks for pending topics.		No information available
Workflow Customization Ability to define and automate unique workflows or escalation processes.		No information available
Search and Filter Functions Fast, multi-parameter searching and filtering of communication records.		No information available

Your advertisements here

Financial Technology Year

Hearsay Relate from Hearsay Systems

Product analysis by function

Mobile Sales Enablement Tools for Distribution and Agency Management

User Experience & Accessibility (0 Yes /0 Known /11 Possible features)

Quoting & Policy Issuance (0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management (0 Yes /0 Known /9 Possible features)

Document Management & e-Signatures (0 Yes /0 Known /9 Possible features)

Payments & Collections (0 Yes /0 Known /9 Possible features)

Analytics & Reporting (0 Yes /0 Known /9 Possible features)

Integration & Interoperability (0 Yes /0 Known /7 Possible features)

Security, Compliance & Data Privacy (0 Yes /0 Known /9 Possible features)

Agent Productivity & Collaboration (0 Yes /0 Known /8 Possible features)

Training & Knowledge Resources (0 Yes /0 Known /8 Possible features)

Deployment & Support (0 Yes /0 Known /8 Possible features)

Marketing Automation Systems for Business Development and Marketing

Lead Management (0 Yes /0 Known /11 Possible features)

Campaign Management (0 Yes /0 Known /12 Possible features)

Email Marketing (0 Yes /0 Known /10 Possible features)

Workflow & Automation (0 Yes /0 Known /9 Possible features)

Integration Capabilities (0 Yes /0 Known /8 Possible features)

Compliance & Security (0 Yes /0 Known /9 Possible features)

Analytics & Reporting (0 Yes /0 Known /9 Possible features)

Client Engagement Tracking (0 Yes /0 Known /7 Possible features)

Content Management (0 Yes /0 Known /7 Possible features)

User Experience & Accessibility (0 Yes /0 Known /7 Possible features)

Scalability & Performance (0 Yes /0 Known /7 Possible features)

Communication Management Systems for Client Services

Channel Support and Integration (0 Yes /0 Known /11 Possible features)

Compliance, Recording & Archiving (0 Yes /0 Known /11 Possible features)

Performance and Scalability (0 Yes /0 Known /10 Possible features)

Security (0 Yes /0 Known /10 Possible features)

Agent Productivity and Workflow (0 Yes /0 Known /10 Possible features)

Client Experience and Self-Service (0 Yes /0 Known /10 Possible features)

Integration and API Ecosystem (0 Yes /0 Known /10 Possible features)

Reporting and Analytics (0 Yes /0 Known /10 Possible features)

Artificial Intelligence and Automation (0 Yes /0 Known /10 Possible features)

Customization and Branding (0 Yes /0 Known /10 Possible features)

Support & Vendor Management (0 Yes /0 Known /10 Possible features)

Your advertisements here

User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)

Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management
(0 Yes /0 Known /9 Possible features)

Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)

Payments & Collections
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(0 Yes /0 Known /9 Possible features)

Integration & Interoperability
(0 Yes /0 Known /7 Possible features)

Security, Compliance & Data Privacy
(0 Yes /0 Known /9 Possible features)

Agent Productivity & Collaboration
(0 Yes /0 Known /8 Possible features)

Training & Knowledge Resources
(0 Yes /0 Known /8 Possible features)

Deployment & Support
(0 Yes /0 Known /8 Possible features)

Lead Management
(0 Yes /0 Known /11 Possible features)

Campaign Management
(0 Yes /0 Known /12 Possible features)

Email Marketing
(0 Yes /0 Known /10 Possible features)

Workflow & Automation
(0 Yes /0 Known /9 Possible features)

Integration Capabilities
(0 Yes /0 Known /8 Possible features)

Compliance & Security
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(0 Yes /0 Known /9 Possible features)

Client Engagement Tracking
(0 Yes /0 Known /7 Possible features)

Content Management
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)

Scalability & Performance
(0 Yes /0 Known /7 Possible features)

Channel Support and Integration
(0 Yes /0 Known /11 Possible features)

Compliance, Recording & Archiving
(0 Yes /0 Known /11 Possible features)

Performance and Scalability
(0 Yes /0 Known /10 Possible features)

Security
(0 Yes /0 Known /10 Possible features)

Agent Productivity and Workflow
(0 Yes /0 Known /10 Possible features)

Client Experience and Self-Service
(0 Yes /0 Known /10 Possible features)

Integration and API Ecosystem
(0 Yes /0 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /10 Possible features)

Artificial Intelligence and Automation
(0 Yes /0 Known /10 Possible features)

Customization and Branding
(0 Yes /0 Known /10 Possible features)

Support & Vendor Management
(0 Yes /0 Known /10 Possible features)

Client Portal Access Clients can log in to view past correspondence, statements, and open tickets.		No information available
Self-Service Knowledge Base A searchable database of FAQs and support articles.		No information available
Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries.		No information available
Personalization Options Custom greetings, tailored content, and preferences for communication.		No information available
Secure Document Sharing Ability for clients to securely send/receive documents via the platform.		No information available
Response Time SLA Average response time guaranteed for client communications.		No information available
Real-Time Status Updates Clients receive real-time updates on the status of their inquiries.		No information available
Multilingual Support Support for multiple languages in interfaces and communications.		No information available
Accessibility Standards Compliance Adherence to accessibility standards such as WCAG/ADA.		No information available
Mobile Access for Clients Optimized mobile experience for client-side interaction.		No information available

Open APIs Availability of open APIs for integration with in-house or third-party applications.		No information available
Webhooks Support Ability to push real-time data and updates to other systems.		No information available
Pre-built Integrations Out-of-the-box connectors to popular CRM, ERP, and compliance platforms.		No information available
Event-Driven Architecture System supports event-driven integrations for real-time actions.		No information available
Data Import/Export Tools Built-in utilities for importing or exporting data in multiple formats.		No information available
Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation.		No information available
Custom Scripting/Extensions Ability to add custom logic or workflows through scripting.		No information available
Authentication Protocol Support Support for OAuth2, SAML, and similar secure authentication frameworks.		No information available
Batch Processing Support for large-scale/batch data operations via API.		No information available
Integration Rate Limits Maximum API calls allowed per hour.		No information available

Real-Time Dashboards Live reporting on key communications metrics.		No information available
Custom Report Builder Creation of ad-hoc or scheduled custom reports.		No information available
Predefined Compliance Reports Standard reports for regulatory compliance.		No information available
Export to PDF/Excel Ability to export analytics and reports in common formats.		No information available
Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate).		No information available
Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings.		No information available
Data Visualization Tools Built-in graphs, charts, and heatmaps for insights.		No information available
Scheduled Reporting Ability to set and automate report generation schedules.		No information available
Drill-Down Analytics Capability to drill down from summary to detailed records.		No information available
Historic Data Retention Number of months/years historical data is retained for analytics.		No information available

AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills.		No information available
Automated Compliance Monitoring AI to identify and flag potential compliance violations in real time.		No information available
Speech-to-Text Transcription Automated transcription of voice calls for record-keeping and analysis.		No information available
Sentiment Analysis Analysis of client sentiment and escalation based on message content.		No information available
Auto-Categorization/Tagging Automated tagging of communications for classification and search.		No information available
Suggested Responses AI-driven recommended replies and next best actions for agents.		No information available
Fraud Detection Real-time AI screening for fraud or anomalous interactions.		No information available
Bulk Outbound Campaigns Automated bulk messaging for compliance or marketing (with permission).		No information available
Workflow Automation Automatic triggering of workflows from specific communication events.		No information available
Custom ML Model Integration Support for integrating custom machine learning models.		No information available