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Hearsay Rolls Out Email Tool, Social Media Training for Advisors

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Hearsay Social said recently that it was rolling out both a new email tool and an online educational program for advisors.

Hearsay Mail, launched Thursday, will let advisors integrate email into their social media, websites and other marketing tools and personalize email, as well. They will also be able to track and receive notifications when clients and prospects open email messages.

Plus, Hearsay Mail will benefit from Hearsay Social’s predictive content engine, which will recommend pre-approved email content most relevant to the client, which should save advisors time and increase the likelihood that clients and prospects will open their emails, the company says.

“While corporate email campaigns are great for promoting the overall company and brand, there is an opportunity to leverage the personalized aspect that’s essential to develop meaningful, ongoing relationships with consumers,” said Steve Garrity, co-founder and chief technology officer of Hearsay Social, in a statement.

“With Hearsay Mail, we’re combining technology, human knowledge and machine learning to empower advisors and agents to insightfully engage with more contacts, at the right time, with the right message through the right communication channel,” Garrity explained.

Meanwhile, Social Business Training, an online educational program introduced Oct. 2, aims to help advisors learn how to leverage digital and social media to better engage with clients and prospects.

A Hearsay Social survey of more than 700 advisors and agents conducted earlier this year found that more than 60% of these financial professionals believe the most difficult part of using social media to grow their businesses is knowing what to say or how to manage relationships.

“Social media and digital technologies are transforming the way advisors and agents are doing business,” said Abhay Rajaram, vice president of global customer success at Hearsay Social, in a statement.

“While it is clear these new technologies have incredible potential, they can often overwhelm advisors who are looking for a simple, structured way to get started,” Rajaram explained. “Social Business Training cuts through the information overload and helps advisors create a social media business plan that they can act on right away.”

Each Hearsay Social course includes learning modules with video, audio, text, knowledge checks, activities, a reference library and more. Some of the courses focus on getting started with social media, optimizing an advisor’s social media presence and measuring social media success.

According to the company, Social Business Training also provides reporting capabilities for administrators in charge of training and education.

— Check out 5 Digital Marketing Trends for Advisors in 2016: Deena Katz on ThinkAdvisor.