Hearsay Summit convenes thought leaders and best-in-class practitioners from financial services to showcase insights and learnings
Our journey as sales and marketing leaders has fundamentally changed. Having weathered the pivots and turns of the last few years, we’ve embraced the opportunity to enable new technologies, accelerate productivity, leverage new channels of client engagement, all while proactively mitigating risk.
Hearsay Summit: The Road Ahead will showcase current insights and learnings from industry thought leaders and best-in-class practitioners. They’ll share how they’re forging a new path in financial services—to drive personal brand differentiation for advisors, client preference and lasting business impact in anticipation of the future.
Join fellow industry movers and shakers to be inspired by new ideas, technologies and capabilities as you navigate the road ahead.
Kick off your Summit experience by connecting and networking with fellow movers and shakers in financial services!
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.
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.
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.
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.
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.
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.
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.