Systems, the trusted leader in compliant digital communications and
workflow solutions for the financial services industry, today announced
that it is a finalist for WealthManagement.com’s prestigious 2019
Industry Awards, the only awards program of its kind to honor
outstanding achievements by companies, organizations and individuals
that support financial advisor success. Based on its outstanding
achievements over the past year, Hearsay has been recognized in both the
Technology Providers: Social Media Leadership and Technology Providers:
Innovation New Applications categories.
“We are honored to be named a finalist in two categories for this year’s
Industry Awards,” said Donna Prlich, Hearsay Systems Chief Business
Officer and General Manager of Social. “WealthManagement.com has a rich
tradition of supporting and educating wealth professionals so that
advisors can provide the greatest possible value to their clients. To be
acknowledged by an organization laser-focused on elevating financial
professionals underscores the innovation and important work Hearsay is
undertaking to transform the financial services industry.”
Now in its fifth year, WealthManagement.com’s 2019 Industry Awards will
recognize new technology innovations, product categories and products
that enhance advisors’ ability to move the industry forward, help
advisors better run their businesses and enhance service to their
clients. This year WealthManagement.com received a record number of
nominations– more than 650– for its awards program.
As a finalist in the Social Media Leadership category, Hearsay
Social makes it simple for advisors to subscribe and automate social
marketing activities so that they can spend more time one-on-one with
clients and prospects. Hearsay Campaigns posts fresh, relevant content
on the advisor’s behalf so that even the busiest representatives can be
social leaders. It effectively increases social activity and engagement
while reducing the impact on compliance and supervision teams.
Additionally, Hearsay Campaigns offers corporate marketers increased
distribution for their best content, ensures brand consistency across
the field and provides ROI measurement of their social selling programs.
In the Innovation New Applications category, Hearsay
Relate was recognized. Relate is a game-changing communications
application that helps regulated financial services firms modernize the
way in which their advisors communicate with clients, increasing
personalized touch points across the digital channels that clients
prefer. Its artificial intelligence capabilities give advisors the
ability to delegate administrative tasks and simplify common,
industry-specific workflows. This includes generating predictive,
one-touch “quick replies” to texts and pre-scheduling texts for things
like annual reviews, meeting confirmations, billing reminders, bond
maturation and more.
A panel of independent judges made up of top names in the industry will
determine the WealthManagement.com 2019 Industry Award winners who will
be announced at a special event in New York City on September 12, 2019.
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.