Hearsay Systems

Hearsay Systems provides digital client engagement solutions for the financial services and insurance industries, helping advisors and agents establish and deepen client relationships through compliant digital interactions.

Is this your company?

Email: sales@hearsaysystems.com

Phone: 415-692-6230

Web: https://hearsaysystems.com/

products

• Hearsay Relate
  Mobile-first client engagement platform designed specifically for insurance agents. Features compliant text messaging, voice calls, automatic activity logging to CRM systems, pre-approved content sharing, and relationship analytics to help agents stay connected with clients.
  
• Hearsay Compliance
  AI-powered supervision technology that automatically scans communications across social media, website, email, and text messaging for compliance risks. Features include pre-review of content, automated approval workflows, comprehensive archiving, and real-time alerts for compliance violations.
  
• Hearsay Social
  Compliant social media management for financial advisors, pre-approved content library, automated compliance workflows, supervision capabilities, relationship-building tools, and integration with CRM and archiving solutions.