See you at
Summit 2023

Hearsay Summit convenes thought leaders and best-in-class practitioners from financial services to showcase insights and learnings

2024 Hearsay Summit | April 15-17 | ESSEX HOUSE | New York City

See you at Summit 2024

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3 days
Peer networking
Interactive programming
1:1 strategic sessions
Keen to see what we have in store?
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2024 Hearsay Summit

It’s that time again! 2024 Hearsay Summit will bring the brightest minds in financial services together to brainstorm, network, and learn. Motivating keynotes, engaging panel discussions, and interactive breakout sessions will leave attendees feeling inspired and eager to elevate their firm’s digital engagement programs.

We hope you’ll join us for this unique opportunity to collaborate with industry leaders, workshop shared challenges, and brainstorm creative ways to optimize your digital marketing programs.

Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
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Beacon Grand in San Francisco
2024 Hearsay Summit will be hosted at the Essex House in New York City.

Monday, April 15th

  • 4:00pm - 5:30pm | Customer Advisory Board
    (Meeting for CAB members only)
  • 6:00pm - 8:00pm | Registration opens + opening reception

Tuesday, April 16th

  • 8:00am - 9:00am | Networking breakfast
  • 9:00am - 11:45am | Programming
  • 11:45am - 12:45pm | Lunch
  • 12:45pm - 2:00pm | Breakout sessions
  • 2:00pm - 3:15pm | Closing keynote
  • 3:30pm - 4:30pm | Optional 1:1 strategy sessions
  • 5:30pm - 8:30pm | Offsite activity

Wednesday, April 17th

  • 8:00am - 9:00am | Networking breakfast
  • 9:00am - 10:00am | Opening session
  • 10:00am - 11:00am | Breakout sessions
  • 11:00am - 11:45am | Closing remarks
  • 12:00pm - 1:00pm | Optional 1:1 strategy sessions
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Karen Shakoske
“What a fantastic conference! The Hearsay team did a great job keeping the content and topics moving through the agenda structure and variety of POVs. Looking forward to the next one!”
Karen L. Shakoske
SVP, Head of Marketing and Corporate Communications, Janney
Ana Anderson
“I enjoyed learning about what’s next in the world of digital marketing for financial services and getting  a sneak preview of all the new Hearsay functions and features.
Ana Anderson
Digital Strategy & Enablement Lead, MassMutual
Kayla Borders
“Partnering with the team at Hearsay is always such a treat! I enjoy catching up with team members, and after exchanging insights with other Hearsay clients, I leave with so many new considerations and action items.”
Kayla Borders
Social Media Manager at Mercer Advisors

Explore keynote and session
content from last year's event

Most memorable moments from 2023 Hearsay Summit

We loved hearing your insights and talking about what’s next in the world of financial services.

Q&A: Improved navigation experience

In anticipation of the launch, we sat down with Erin McKeeby, Strategic UX Researcher on Hearsay’s product design team.

Congratulations to our 2023 Hearsay Innovator Award winners!

It's time to celebrate our 2023 Hearsay Innovator Award winners!



Optional speed networking

Kick off your Summit experience by connecting and networking with fellow movers and shakers in financial services!


Opening session

Learn from our most advanced programs how to arrive at your desired future state of digital selling—from strategies for a hybrid digital/human customer engagement model to getting ready for Web 3.0.


The Expert Outlook
Path to personalization: the social selling multiplier

From the big picture to brass tacks, we’ll share personalization strategies that help your field target and communicate with a specific audience, multiply their social selling efforts, and differentiate their brand.

Balance your compliance footprint with the right content mix

As millions of new investors gain access to complex investment products, the potential for fraud has increased exponentially. Social media has the power to educate and protect consumers, while cultivating trust. Learn how a solid educational content program unlocks value and builds a better brand, while efficiently and scalably achieving compliance.

ROI Roadmap: Measure and communicate your program’s value

Learn how to address the common set of challenges that come into play when measuring the value of your programs. Uncover strategies to secure buy-in for resources and select the right KPIs to validate business growth.


Shop Talk
Route to Success | Governance options for Social, Relate and Sites programs

Optimizing your Social and Relate programs across multiple lines of business requires setting up the right resources, deploying a strong governance process and advancing to next gen metrics. Leverage these best practices to take your social selling to the next level.

Harnessing speed and agility to improve lead conversion

Social media is an important driver of leads. More than ever, accelerating the path from lead generation to lead conversion requires speed and agility in customer interactions. But how can firms navigate obstacles such as changing expectations around response times, tradeoffs between precision and speed, and communicating in the moments that matter? Learn best practices from other industries that excel in closing the lead loop.

Finetune your content engine

Hearsay empowers field teams with the best engine for unique, original, and multimedia content. Hear from our subject matter and product experts, who’ll share how platform improvements and improved supervision capabilities will help your representatives unleash superior content generation.


Executive Panel discussion


Closing session


Content concludes
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2024 HEARSAY SUMMIT | April 15-17

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We’re excited to see you in New York! If you have any questions, please email

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