Hearsay Systems

Hearsay Systems is a leading client engagement platform tailored for distributed financial services teams. The company empowers these teams to engage with customers through compliant channels such as social media, texting, and local websites. The platform is designed to optimize sales engagement, grow client relationships, and ensure compliance within industries like asset management, banking, life insurance, property & casualty insurance, and wealth management. Hearsay leverages AI and integrations with systems like Salesforce to enhance customer interactions, automate data collection, and improve field activities. Their technology focuses on strengthening human relationships rather than replacing them, supporting over 260,000 financial representatives globally.