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Hearsay Systems
Hearsay Systems provides digital client engagement solutions for the financial services and insurance industries, helping advisors and agents establish and deepen client relationships through compliant digital interactions.
Email: sales@hearsaysystems.com
Phone: 415-692-6230
Web: https://hearsaysystems.com/
products
Hearsay Relate
Category: Mobile Sales Enablement Tools
Category: Marketing Automation Systems
Category: Communication Management 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..
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Hearsay Compliance
Category: Advisor Supervision Systems
AI-powered supervision technology that automatically scans communications across social media, website, email, and text messaging for compliance risks. Features include pre-review of content, automated approval workflows, comprehensive archiving, and real-time alerts for compliance violations..
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Hearsay Social
Category: Social Media Management Tools
Compliant social media management for financial advisors, pre-approved content library, automated compliance workflows, supervision capabilities, relationship-building tools, and integration with CRM and archiving solutions..
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