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Wells Fargo, Hearsay Social Roll Out New Tech Tools

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Wells Fargo Advisors (WFC) says it will make its tablet application, Smart2Go, available to close to 20% of its 15,134 advisors — about 3,000 registered reps — by the end of the month.

The app gives advisors desktop capabilities on tablets and is now used by roughly 7% of its total advisor force, or more than 1,000 reps. The firm plans to give all advisors access to Smart2Go by year-end, according to its Wednesday announcement.

“As our clients become more mobile, so do our financial advisors,” said Mary Mack, president of Wells Fargo Advisors, in a statement. “In our commitment to serving clients when and where it suits them best, it’s essential that technology evolves to deliver secure, accurate information that meets our clients’ technology and service expectations.”

Another San Francisco-based company, Hearsay Social, has introduced its latest technology. The company launched Universal Supervision for social media and website content last week, so financial services companies can more easily and quickly enforce complex compliance rules.

“Instead of just building tools that mimic existing workflows, we work closely with our customers to build solutions to streamline their work,” said Hearsay Social CTO and co-founder Steve Garrity, in a statement. “The new Universal Supervision experience brings the relevant information and tools into one view, so that supervision professionals are able to use their time more effectively.”

The new capabilities let users build custom, saved views, according to Hearsay Social. This means every time they return to the enterprise platform, they have “the most relevant information at their fingertips to easily and effectively perform their roles.”

On Wednesday, Hearsay Social is hosting its third-annual Social Business Innovation Summit. At the event, CEO and co-founder Clara Shih will speak about why and how advisors and financial services executives must quickly adapt to best reach and serve clients, especially via Facebook, Twitter and LinkedIn.

(Shih and a number of Hearsay staffers have contributed blogs to ThinkAdvisor.)

From within the industry, attendees will hear from Tash Elwyn, president of Raymond James & Associates (RJF), along with Knut Olson, senior vice president of mission advancement at Thrivent Financial.

Other speakers include Dan Preston, CEO of Metromile; Dave Girouard, CEO and founder of Upstart; and Elad Gil, CEO and founder of Color Genomics.

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