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.
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.
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.