INDUSTRY

Wealth management

Modernize the advisor-client relationship

Learn more

Why wealth management companies choose Hearsay

Modern investors are increasingly diverse, younger, and seeking advice in new places. Advisors must demonstrate digital and financial savvy online—as well as in person—and do so in a compliant manner. 

Hearsay empowers wealth advisors to efficiently and compliantly engage with clients across digital channels including social networks, text messaging, voice and websites, to build trust and differentiate their brands.

Business woman posing for pictureWoman on her phone looking at stocks
Close up on hands textingWoman talking on the phone

Key advantages

CUSTOMER INSIGHT

“Thanks to their connected digital storefronts, Thrivent Financial experienced a 60% increase in traffic for financial professionals who personalized their websites, and a greater than 25% conversion of those website leads into prospective clients.”

Nicohle Schluender
VP Integrated Marketing, Thrivent Financial