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Summit 2023

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

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About the summit

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.

Group photo of Hearsay Summit eventWoman in scarf walking outside

Meet our speakers

Lenny Acrigarofalo
Lenny AcriGarofalo
Head of Advisor Platforms & Advisor Enablement,
Wells Fargo
Pradeep Ananth
Pradeep Ananth
VP of Client Services,
Hearsay Systems
Mike Boese
Mike Boese
CEO, Hearsay Systems
Craig Culver
Craig Culver
Industry Manager,
Insurance at Meta
Owen Donley
Owen Donley
Chief Counsel, Office of Investor Education and Advocacy, SEC
Alexis Dufresne
Alexis Dufresne
CEO, Faveeo
Alex Falls
Alex Falls
VP of Product,
Hearsay Systems
Zach Gipson
Zack Gipson
Managing Director, Head of Digital Investor Solutions, Charles Schwab
Corinna Graham-Reilly
Corinna
Graham-Reilly
Senior Marketing Manager, Liberty Mutual Insurance
Colin Kinsella
Colin Kinsella
Former CEO Havas/Mindshare/Digitas and Former President Razorfish
Leslie Leach
Leslie Leach
CMO & CSO,
Hearsay Systems
Rohit Mahna
Rohit Mahna
Head of Client Growth, Fidelity Institutional
Christine Meginness
Christine Meginness
Program Director, Sites,
Hearsay Systems
BethAnn Meier
BethAnn Meier
Director, Field & Product Marketing, American Family Insurance
Kimberly Miller
Kimberly Dieter Miller
VP of Sales for North America, LinkedIn
Matt Newman
Matt Newman
CCO, Hearsay Systems
Beth Norman
Beth Norman
Managing Director, RBC Wealth Management
Kia Repo
Kia Repo
Principal Product Manager, Hearsay Systems
Tim Rickards
Tim Rickards
Director of Social & Content Strategy, Hearsay Systems
Alex Schuster
Alex Schuster
VP of Digital Transformation, Hearsay Systems
Bill Simpson
Bill Simpson
Compliance Principal,
Hearsay Systems
Sherina Smith
Sherina Smith
CMO, American Family Insurance
Roger Tye
Roger Tye
VP of Digital Connectivity, Marketing, Allstate

Agenda

8:30am

PDT
Optional speed networking

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

9:00am

PDT
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.

10:00am

PDT
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.

10:30am

PDT
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.

11:00am

PDT
Executive Panel discussion

11:40am

PDT
Closing session

12:00pm

PDT
Content concludes

Our 10th annual summit convened financial services leaders from wealth and asset management, banking, P&C and life insurance.

2022 Highlights

Explore keynote and session content from this year’s event.

Innovator Awards

Our Innovator awards celebrate financial services leaders who elevate the customer experience.
HEARSAY SUMMIT 2022 | April 26

Registration is closed

If you have any questions about registration, please email summit@hearsaycorp.com.

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