Press release

Hearsay Optimizes for Expanding Tech Ecosystem in Financial Services, Invests in Robust APIs to Integrate with Adobe Experience Manager and DocuSign

Sponsored by Businesswire

, the trusted leader in compliant digital communications and
workflow solutions for the financial services industry, today announced
new integration capabilities for its expansive content library, making
it even easier for customers to deliver rich, customizable content to
their clients. Marketing teams across advisor firms and insurance
companies can
now share high-quality content created in platforms like Adobe
Experience Manager
with their field sales forces with a single
click. This significantly expands the reach of marketing efforts,
provides agents and advisors with the most engaging content and more
accurately measures content performance and more impactful results for
the field.

“It is very exciting for our customers that Hearsay now integrates with
Adobe Experience Manager. Hearsay and Adobe are a natural fit, making it
easy for financial services firms to elevate their end-user experience
by delivering a consistent experience at each critical stage of the
customer journey while ensuring compliance with industry regulations,”
said Clara Shih, CEO and founder of Hearsay Systems. “Now corporate
marketing teams can significantly expand the reach of their content by
leveraging their field to publish highly relevant content faster and
easier than ever before.”

By integrating with content management systems, the best-in-class
content that firms develop can be shared seamlessly with field advisors
and agents for compliant distribution to their networks via social and
personal websites. With today’s API release, Hearsay now integrates with
leading content management systems like Adobe Experience Manager and
Sitecore so that access to high-quality content becomes simple for
agents and advisors, regardless of where the content comes from.

Several customers have already integrated Hearsay with the foundational
elements of their ecosystems, enriching their CRMs, deepening their
analytics capabilities, and enabling multi-channel client journeys
specifically designed for advisors and agents making their archiving
process more streamlined.

“More than ever, it is important for us to provide easy to use workflows
that allow our advisors to connect and engage in meaningful ways with
clients and potential prospects about the things that matter most in
securing their financial futures,” said Karen Shakoske, Head of
Marketing and Corporate Communication at Janney Montgomery Scott.
“Hearsay’s ability to integrate with everyday use systems like CRM and
our archiving platform makes our mission easier — to provide our
advisors a fast and seamless way to manage their communications efforts
and client engagement data at scale. These key integrations have helped
us feel confident in unlocking new engagement channels for our advisors,
such as compliant text messaging via Hearsay Relate.”

Hearsay APIs also help automate and facilitate the timely execution of
critical client documents. Hearsay’s compliant solution integrates with
DocuSign, for instance, to deliver agreements on the client’s preferred
device to advance advisor/agent productivity, even over text message.
Then with Hearsay
, which offers seamless texting between advisor and client,
any questions about documents can be answered immediately.

“As we continue to expand the Hearsay platform to become a core
component of our customers’ respective ecosystems, we are laser focused
on delivering solutions and workflows that complement and are additive
to the systems our customers rely on every day,” said Gaurav Agarwal,
Vice President of Strategy and Partnerships at Hearsay Systems.
“Investing in our platform and opening APIs makes this remarkably simple
— we can align our product and integration strategy alongside our
customers’ needs.”

These are just a few of the use cases already being unlocked via
Hearsay’s integrated platform. To learn more about how Hearsay’s
platform can integrate with your core applications to help advisors or
agents, please visit

About Hearsay Systems

Hearsay Systems is reinventing the client experience in wealth
management, property and casualty and life insurance with compliant
digital communications and workflow solutions. Over 150,000 advisors and
agents at the world’s largest financial services and insurance firms
leverage Hearsay to engage with customers and build stronger
relationships to grow their business.

With Hearsay Cloud for financial services, advisors and agents provide
real-time, personalized and seamless client experiences across the right
channel – social, texting and mobile – at the right moment. Automated,
pre-built industry workflows for insurance and wealth management provide
one-click actionable suggestions for targeted engagement. Built for the
enterprise, Hearsay Systems connects data and every client interaction
to corporate CRM systems and digital marketing programs – all on a
secure, compliant enterprise-ready platform.

Hearsay is headquartered in Silicon Valley with locations throughout
North America, Europe and Asia. Connect on Facebook,
and the Hearsay