I’m thrilled to formally announce the launch of our partner program!
As the leading compliant digital engagement platform for financial services, Hearsay constantly seeks ways to help our customers strengthen client relationships. Our partners play a key role by providing complementary applications and services that enhance our solutions—making our users more productive and successful.
Two of our most popular partners help firms get more done in one place (with fewer log-ins!) and make it easy for financial services professionals to meaningfully expand their social reach:
- Our Salesforce partnership enables advisors to seamlessly access client information, create tasks, send text messages, and track interactions, all within their CRM. Bridging the gap between corporate data and field activities creates a complete view of the client journey—empowering advisors to make data-driven decisions and deliver personalized experiences to prospects and clients.
- Our LinkedIn integration allows advisors to use this influential social network as a tool to build meaningful connections. Our partnership makes it easy for advisors to share relevant content, build compelling online profiles, engage in conversations, and establish themselves as thought leaders—all while mitigating compliance risk.
Let's work together to transform the way financial services firms engage with their clients. Want to learn more or join our partner ecosystem? Visit our partnership page.