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.
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In case you missed it, here are our top takeaways

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!

See you at 2024 Summit!

We’re still charged up from the amazing conversations we had, things we learned, relationships we built, and memories we made at 2023 Hearsay Summit.
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Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
Hearsay Summit 2023
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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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