In an increasingly on-demand and digital world, financial services consumers expect fast, authentic, and modern ways to connect. Text has become a channel of choice, but enabling your field with a preferred channel is not enough. Firms have the data and insight to trigger meaningful connections at the moments that matter most, but struggle to activate those triggers into 1:1 engagement.
That’s why Hearsay Actions exists—to orchestrate relevant, authentic 1:1 messages on behalf of your advisors and agents based on specific triggers such as lead follow up, annual review, life events, and billing events.