Hearsay added five new tools to the Hearsay Advisor Cloud intended to help field sales and compliance teams perform high-touch tasks at scale.

The new tools help automate and increase the number of personalized client touchpoints across key digital channels — social media networks, text messaging, advisor websites and email.

Interactions can be synced to a firm’s customer relationship management system, which Hearsay says results in “deeper, richer data and sales insights” that are essential for advisors to efficiently build and retain business.

“Hearsay processes and analyzes nearly 100 million advisor-client engagement activities every year. As a result, we have an enormous set of industry-specific data and intelligence to build new Advisor Cloud technology that not only helps our customers be more productive in their day-to-day work, but is also prescriptive and easy to use,” said Gaurav Agarwal, Hearsay vice president of product, in a statement. “We’re excited to launch these new tools so our customers can attract more prospects, retain more clients and grow their business.”

Here are the five latest features to be added to the Hearsay Advisor Cloud.

Dynamic Campaigns

This tool will allow firms to create content campaigns that can automatically publish “fresh, on-brand and personalized content” to an advisors’ social media networks and business website on their behalf. Hearsay believes this will help advisors increase their digital client touchpoints “without any effort or marketing expertise.”

For example, a firm’s corporate marketing team might create a “millennial” Dynamic Campaign that contains content relevant to that demographic, and advisors who want to build relationships with millennial clients or prospects can subscribe to that campaign.

One-to-one Outreach

This tool provides turnkey one-to-one messaging templates – built with the advisor workflow in mind – for email or other personal advisor-client communication channels.

Advisors can now automate common but personal client communications, such as referral requests, birthday messages, holiday greetings and meeting confirmations.


With this new capability, advisors can pre-schedule and automate important text messages to clients, such as billing reminders to prevent policy lapses. It also allows team members to schedule text reminders on behalf of advisors.

Action List Enhancements

Hearsay also enhanced its “Action List” features, which uses predictive technology to prioritize the clients and tasks that advisors should focus on, and recommends the next-best action. The new enhancements will make client engagement across multiple digital channels more efficient.

For example, if a prospect fills out a form on an advisor’s website, the Action List can surface that activity to the top of the list with a “Follow Up” button that can quickly send a prewritten email.

“Accounts Overview” for Compliance Teams

Hearsay now provides a new view to help compliance and supervision teams quickly identify and act on necessary social profiles that need review.

This update aims to improve compliance productivity by prioritizing which social profiles need immediate attention.

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