April 27, 2023

Financial Services Leaders Come Together to Define the Future at 11th Annual Hearsay Summit

SAN FRANCISCO – April 27, 2023 – Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, today announced that it held its 11th annual Hearsay Summit April 19-21 in San Francisco. The event brought together the top leaders in financial services technology for valuable keynotes, breakout sessions, and discussions. It also highlighted several industry wide changes—from compliance issues to the impact of economic instability—and prepared leaders to tackle challenges head on.

Speakers included industry experts and visionaries from organizations including MassMutual, JPMorgan Chase, RBC, SunLife, Janney, and Equitable; and partners like Salesforce, EY, LinkedIn, Jasper AI, who helped attendees get ahead of client expectations, industry trends, and regulatory shifts. 

Hearsay also debuted Content+, an AI-powered solution whereby digital content administrators can design, manage and curate exclusive, compliant third-party content collections within Hearsay Social and Sites, as well as enhanced content recommendation capabilities for advisors. In addition, to generate content in a compliant manner, Hearsay has partnered with Jasper AI through its API program. Jasper’s engine unlocks full writing and summarization capabilities in a highly intuitive manner—in alignment with brand guidelines—by selecting the best AI model from a range of Large Language Models (LLMs).

Another highlight of this year’s Summit was the keynote by former Director of Communications at Harley-Davidson Motor Company, Ken Schmidt. Known for his work with many of the world’s most successful brands, Schmidt is a specialist at assisting brands in becoming more memorable and more referred as they build loyalty. His rousing talk explained how a simple mindset shift can help agents and advisors use human behavior fundamentals to spark creativity, create differentiation, and develop personal connections with prospects and customers.

“This year’s Summit was an exciting mix of outside-of-the-box thinking, sharing of lessons learned, and inspiring stories of success and growth,” said Leslie Leach, Chief Marketing & Strategy Officer of Hearsay Systems. “It was impressive to see the commitment our clients have to evolving their programs in ways that elevate their brands, better serve their clients, and prepare their businesses for the future.”

Recognizing Innovation 

In addition to Summit programming, each year Hearsay honors select companies for their accomplishments. The Innovator Awards program celebrates financial services leaders who use Hearsay to elevate the customer experience and deliver outstanding value to clients. Category winners were selected by a panel of judges based on the creativity, impact, and business value of their Hearsay use case. 

The 2023 Innovator Award Winners are:

Most Innovative Compliance Strategy
  • Sam Coble and Dominic Wingbermuehle, American National Insurance
Movers and Shakers
  • Josh Feyen and Zach Adler, American Family Insurance
  • Cindy Lee, RBC
Exceptional ROI for Social, Sites, or Relate
  • Social: Keith Kolar, CIBC
  • Sites: Christophe Garcia, Abeille Assurances
  • Relate: Kiersten Stamn, Kari Kopischke, Susan McCarthy, Ameriprise Financial
Excellence in Digital Communications Transformation
  • Caitlin Flood, Taylor Alston, and Quiana Rivers, JPMorgan Chase
  • Marketing and compliance teams, Truist

To learn more about this year’s winners and their use cases, please visit the Hearsay blog.

About Hearsay
As the trusted global leader in digital client engagement for financial services, Hearsay Systems empowers over 261,000 advisors and agents to proactively guide and capture the last mile of digital communications in a compliant manner. The world’s leading financial firms—including BlackRock, Charles Schwab, and New York Life—rely on Hearsay’s compliance-driven platform to scale their reach, optimize sales engagements, grow their business and deliver exceptional client service. Hearsay is headquartered in San Francisco, with globally distributed teams in North America, Europe and Asia.

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