2023 Hearsay Summit

See you at
Summit 2023

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

2023 Hearsay Summit | April 19-21 | San Francisco
Hearsay Summit
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About Summit

Hearsay Summit brings together financial services leaders across wealth and asset management, P&C and life insurance, and banking for three days of inspiring keynotes, engaging panel discussions, interactive breakouts, and valuable networking.

Whether your goal is making sense of a dynamic regulatory landscape; holistically blending content, compliance, and user behavior for social selling success; or exploring upcoming platform innovations—Summit is where you want to be. Attendees will gain confidence and tools to help their firm build business momentum and achieve long-term growth in 2023 and beyond.

See you in San Francisco!
Join the financial industry’s best and brightest minds in person to brainstorm, network, and learn in the city by the bay.
A group chatting at Hearsay Summit
See you in San Francisco!
Join the financial industry’s best and brightest minds in person to brainstorm, network, and learn in the city by the bay.
See you in San Francisco!
Join the financial industry’s best and brightest minds in person to brainstorm, network, and learn in the city by the bay.
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Beacon Grand in San FranciscoBeacon Grand in San Francisco
2023 Hearsay Summit will be hosted at the Beacon Grand in San Francisco.

Wednesday, April 19th

  • 6:00pm - 8:00pm | Registration opens + opening reception

Thursday, April 20th

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

Friday, April 21st

  • 8:00am - 9:00am | Networking breakfast
  • 9:00am - 10:00am | Opening session
  • 10:15am - 11:15am | Breakout sessions
  • 11:15am - 11:45am | Closing remarks



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
2023 HEARSAY SUMMIT | April 19-21

Register now

We’re excited to see you in San Francisco! If you have any questions about registration, please email summit@hearsaycorp.com.

Our 11th annual summit convenes financial services leaders from wealth and asset management, banking, P&C and life insurance.


Featured speakers include industry experts and visionaries selected to help you stay on top of and get ahead of ever-evolving client expectations. Check out our full lineup.

Nominate now

Our Innovator awards celebrate financial services leaders who elevate the customer experience.

Ready to join us?

Click the link below to register now or send us an email with any questions.

Have a question about this year's summit?

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