2024 Hearsay Summit highlights

Our 12th annual Hearsay Summit featured memorable keynote speakers including David Chubak, Head of Branch Development and U.S. Business Unit at Edward Jones; Amy Hu, Chief Marketing Officer at New York Life; Kari Kopischke Vice President of Client Acquisition, Retention and Field Engagement at Ameriprise Financial; and Clara Shih, Co-founder and Executive Chairperson at Hearsay and CEO of Salesforce AI.

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Reliving the moments

Summit attendees took over the rooftop at the Empire Hotel as the sun set over the iconic New York skyline to network and connect after a full day of learning and workshops. Perfect weather, fun New York tote bag souvenirs, and a local acoustic singer-songwriter completed the vibe.

Explore content from this year's event



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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